Seth Greene is a financial advisor with LPL Financial in Williamsville, NY, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, he spent 18 years at Next Financial Group Inc. He is also involved in entrepreneurial ventures including podcasting and book authorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, employing a mix of discretionary and non-discretionary strategies supported by research and technology tools.

Anthony Mancuso is a CFP® and ChFC® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in managing two limited liability companies, AVM Batavia, LLC and DJHAVM, LLC, which are not related to investment activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Tyczynski is a financial advisor with RBC Capital Markets in Williamsville, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2015 and City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Curtis Henderson is a financial advisor with LPL Financial and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience, including a 36-year tenure at Cadaret, Grant & Co., Inc. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by a large network of advisors and various institutional platforms.

Allison Griffin is a financial advisor with Morgan Stanley in Buffalo, NY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has been with Morgan Stanley since 2010. Outside of her advisory role, she serves on the advisory board of the Westminster Early Childhood Program, a nonprofit education organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, employing structured financial planning tools and managing approximately $2.74 trillion in client assets.

Todd Mann is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been providing investment advice and services to high net worth private clients and businesses since 1995. Todd focuses on personal retirement planning, portfolio management services, and retirement income, working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds a Bachelor's Degree from Canisius College and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Todd follows the Merrill tradition of community involvement and dedicates time to volunteering through his church. His personal interests include boating, chess, and tennis.

Michael Workley is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including WNY Asset Management, Cadaret Grant & Co., Emerge Capital Management, and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management services through a large network of investment adviser representatives.

J Rauch is a financial advisor with Morgan Stanley in Buffalo, NY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he manages several rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Theodore Reynolds is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at M&T Securities since 2015. In addition to his financial career, he has been involved with multiple schools since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Pamela Agostinelli is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. Outside of her advisory role, she serves as an executor for the estate of her mother. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Nicholas Sousanidis is a financial professional with MassMutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2008. Outside of his advisory role, he is also involved with Maranto Insurance Agency, focusing on life, disability, long-term care insurance, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop tailored recommendations without investment discretion.

Carlo Runca is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 24 years. He is also the owner of Runca Financial Services, a sole proprietorship involved in the sales and service of securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a variety of investment vehicles.

Jacob Hartwell is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in sales and operations roles at Blue Compass RV, Cellular Sales Verizon, and Gutchess Lumber Co. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs utilizing both proprietary tools and third-party managers.

Sean Reynolds is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Buffalo, NY, he has been with Raymond James since 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Andrew Hahn is a financial advisor with LPL Financial in Williamsville, NY. He holds the Series 63 and Series 65 designations and has eight years of industry experience, including prior roles at Cadaret, Grant & Co., Inc. and Ultimate Creations Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Stinson is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 registrations and has seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Canisius College. He is also a co-founder of Big Fish Advisor, a social media marketing business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning process.

Robert Fahey Jr. is a ChFC® credentialed financial advisor with 44 years of industry experience currently affiliated with LPL Financial. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has operated Robert F. Fahey Jr. & Associates for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Catanese is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Summit Consultants & Advisors, LLC and Cadaret, Grant & Co., Inc. He also operates Capital Management Group, a business associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Kelly Martin is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and nine years of industry experience. Prior to joining Cambridge in 2024, Kelly was associated with Ic Advisory Services Inc and The Investment Center Inc from 2017 to 2024. Outside of advisory work, Kelly is involved with SY Associates in Amherst, NY, and serves as an agent with Crump in the insurance and benefits area. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

Andrew Hahn is a financial advisor with LPL Financial based in Williamsville, NY. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to his current tenure at LPL Financial since 2019, he worked at Northwest Bank starting in 2016 and had an earlier period at LPL Financial from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.