Daniel Wilkinson is a financial advisor with Ameriprise in Clarence Center, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over 20 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Wilkinson serves on the Board of Directors for Lutheran Charities of Western New York. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team in partnership with clients' financial advisors.

Steven Sackel is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Michael Makula is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved in a separate business, 6622 Main St., LLC, in Williamsville, NY. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, notable for its Premier Retirement Income service which provides tailored retirement planning and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Amy Abrahamson is a financial advisor at Merrill with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill since 2010, with prior roles at Wells Fargo Clearing Services LLC and Morgan Stanley. Abrahamson serves on the Board of Trustees for the Buffalo Olmsted Parks Conservancy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Chloe Benzin is a financial advisor with LPL Financial in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. Her professional background includes roles at Raymond James Financial Services, Bank of America, Merrill, and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kevin Klein is a CFP®-certified financial advisor with 20 years of industry experience. He currently works with Raymond James & Associates and previously held roles at Bank of America and Merrill. 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 and non-discretionary investment consulting supported by a nationwide adviser network.

Connie Herr is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 63 designation and 17 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Joseph Shaw III is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley, M&T Securities, and Private Advisor Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support advisory delivery.

Nicholas Ludwa is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004 and was affiliated with Axa Advisors, LLC from 2004 to 2020. Outside of his advisory role, he is involved in insurance-related activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Matthew Briggs is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. He has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Adam Brunner is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2004. Outside of his advisory work, he serves on the boards of the Ilio DiPaolo Scholarship Fund, which awards scholarships to high school athletes, and the SonShine Charitable Fund. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of proprietary and third-party investment programs and provides ERISA fiduciary services to qualified plans.

Mariah Hines is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Bank of America, LPL Enterprise LLC, and several financial institutions and service organizations in the Buffalo, NY area. She is also involved in non-variable insurance activities in Buffalo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, and institutional investors.

William Oliver is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2013 to 2020. Outside of his advisory role, Oliver is involved in structured settlement consulting and insurance brokerage activities related to health, life, disability, and annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to provide tailored recommendations without investment discretion.

Michael Costello is a financial advisor with LPL Financial in Clarence, NY, holding Series 63 and Series 66 credentials and bringing 8 years of industry experience. His prior roles include positions at M&T Bank, TD Ameritrade, Bank of America, and AXA Advisors. Outside of his advisory work, he is involved with SkySeed LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Richard Fichter III is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC and Securities America Advisors Inc. Fichter also operates Fichter Wealth Management, Inc., where he provides financial planning and investment advice. He is named to serve as a future co-trustee on a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice provided by investment adviser representatives who use a variety of strategic and tactical investment approaches.

Jill Carter is a financial advisor with Wells Fargo Advisors in Williamsville, NY, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Wells Fargo Advisors since 2025 and previously worked at Wells Fargo Clearing for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Julie Murphy is a CFP® with 22 years of industry experience, currently serving at Osaic Wealth since 2024. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 17 years. Outside of her advisory role, Murphy is the organizer of the Gerry Gentner Memorial Fund, which raises funds for cancer research through an annual golf tournament, and she serves as a head coach for high school and youth league softball and field hockey. Osaic Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Nicholas Cecere is a financial advisor with Thrivent Investment Management in Amherst, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wealth Management Services LLC, Principal Financial Group, and Saybrus Partners. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Thomas Wahl is a financial professional with one year of industry experience, currently affiliated with Cetera and Lifetime Wealth Management Group, an affiliate of Lumsden McCormick. He holds a Series 66 designation and has prior experience at Avantax Advisory Services and Roswell Park Comprehensive Cancer Center. Wahl's roles have included assisting with client communications and preparing financial documentation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to both affiliated and third-party investment strategies.

Jack Buncy is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work history includes roles at Landesign and SUNY Brockport. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through third-party managers and provides services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.