Robert Rosen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Inc. for 17 years. Outside of his advisory role, Rosen is involved in golf administration, serving as the Regional Affairs Chairman for the United States Golf Association and as president and board member of the Buffalo District Golf Association. He also coaches high school hockey. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

Robert Matuszak is a financial advisor with Equitable Advisors in Depew, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2012, including its predecessor AxA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jennifer Runfola is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm since 1994 and leads a team of nine professionals serving clients in Buffalo, New York, and across the nation. Her practice focuses on individual wealth management, retirement and goal-based planning, portfolio construction, and managing both individual and corporate assets. Jennifer holds the Chartered Retirement Planning Counselor (CRPC), Accredited Domestic Partnership Advisor (ADPA), and Personal Investment Advisor (PIA) designations. She graduated cum laude from Canisius College. Her client focus areas include legacy planning, managing new wealth, and women and wealth. Jennifer resides in Amherst, New York.

Thomas Weiss II is a financial advisor with Mass Mutual Investors Services in Williamsville, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to his advisory role, he provides group insurance and insurance policies not offered by MassMutual. MassMutual Investors Services 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, educational seminars, and specialized event-driven planning services.

Kyle Kozlowski is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

James Kane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Kane serves on the finance committee of the Reg Lenna Center for the Arts, where he assists with financial and audit reviews. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of investment options than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep programs.

Mark Farber is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client’s unique goals and circumstances. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, Mark aims to help clients navigate changing market conditions to manage and grow their wealth. Mark holds a Doctorate from the State University of New York at Buffalo and maintains the designation of Personal Investment Advisor (PIA). In addition to his professional responsibilities, he is active in his community, dedicating time to volunteer with local organizations.

Maxwell Blitz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at AXA Advisors, LLC, and has a background that includes four years at SUNY Fredonia. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer across a variety of managed program structures.

Sondra Payne is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008, including the period when the firm operated as AXA Advisors. Outside of her advisory role, she serves as executor of her parents' estates and holds membership in a limited liability company, BSP Enterprises, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes external programs and offers both advisory and brokerage/insurance services.

Jonathan Weir is a financial advisor with LPL Financial in Buffalo, NY, holding a Series 63 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and Clearplan Financial, Inc. for 16 years. He has also operated Weir Financial Resources, LLC since 1997. Outside of advisory work, he serves as a notary and is involved with non-variable insurance activities through several related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Kent Hilton is a financial advisor at Osaic Wealth, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SPC and Sigma Financial Corporation for 15 years. Outside of advisory work, Hilton is involved in community activities, including volunteering with the Rotary Club of Hamburg and assisting with a local giftware and clothing manufacturer’s trade shows. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple advisory platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various investment types.

Michael Cianciosa is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with LPL Financial since 2012. In addition to his advisory role, he is involved with Northwest Bank, where he has worked since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Elena Messuro is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked previously at GoPuff, the New York State Department of Labor, University of Kentucky, and Wegmans Food Markets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Victor Anastasia is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. for 17 years prior to joining OSAIC in 2024. Outside of his advisory work, he serves as a board member and vice president of Big Brothers Big Sisters of Erie County and is also a non-voting board member of the Urban Tree Initiative. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct diversified portfolios tailored to client needs.

Thomas Carlsen is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with OSAIC and has worked at SagePoint Financial, Inc. since 2009. Outside of his advisory work, he serves as President of the Lancaster Football Alumni Booster Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Ralph Primerano is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in Medicare supplement sales and operates a financial services business focused on insurance and investments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with insurance sales and lending services through its affiliated entities.

Salvatore Gandolfo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a partner in Fordham School LLC, which manages a Florida condo rental. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Clouden is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and several law firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Thomas Russell is a financial advisor with LPL Financial in Kenmore, NY, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been affiliated with LPL Financial since 2010 and has worked with Northwest Bank since 2016. Outside of his advisory work, he is the managing partner of Butterflies and Bucks, a non-investment-related business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

David Schneeweiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves as Chair of the Board of Directors for the Masonic Medical Research Institute, where he reviews investment performance and oversees organizational expenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.