Jeremy Martin is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA, HSBC Securities (USA) Inc., Equitable Advisors, and AXA Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Julian Wong is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at the Institute for Environmental Health and several other organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

James Goupil is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for five years and has also held roles at Financial Partners of Upstate NY, Massachusetts Mutual Life Insurance Company, and AllState Insurance Company. He is involved in a property and casualty and non-variable insurance business through WealthGuard of NY LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Douglas Sosnowski is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. Outside of financial advising, he serves as a director at Brisbane Consulting Group, LLC, a litigation consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

John Miskey III is a CFP®-designated financial advisor with Ameriprise, based in Lancaster, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the non-voting advisory committee for the St. Francis of Assisi School Endowment & Chapel Fund. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Austin Blujus is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 12 years of industry experience, including roles at MML Investors Services LLC since 2013 and Mass Mutual Life Insurance Company since 2012. Outside of his advisory work, he is an insurance broker with Heritage Agency LLC, focusing on life, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-oriented recommendations.

Jordan Buell is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Safran Aerosystems/Zodiac Oxygen Systems and the State University of New York at Cortland. 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 network of Investment Adviser Representatives and partners with third-party asset managers and sponsored advisory programs to deliver its services.

Nicholas Popovec is a financial advisor with LPL Financial in Tonawanda, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at M and T Securities, TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and HSBC Securities. 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, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who implement a variety of strategies using discretionary or non-discretionary approaches.

Jacob Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2019 and has concurrent roles at M&T Bank and M&T Securities dating back to 2011. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Zinter is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at City National Bank since 2019 in addition to his tenure at RBC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles and employs both in-house and third-party investment managers.

Jay Logan is a financial advisor at Merrill in Buffalo, NY, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at Bank of America, N.A., and 1st Priority Mortgage Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Smith is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley and Axa Advisors. He has also been involved with St. Gregory the Great Parish. Equitable Advisors serves a broad client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and emphasizes both proprietary and third-party investment solutions.

Michael Malaney is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Commonwealth Financial Network and AXA Advisors, LLC. Outside of his advisory role, he is also employed as a tax preparer. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Kenneth Wilson Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of his advisory role, he is an insurance agent offering accident, health, disability income, traditional life insurance, fixed and indexed annuities, as well as property and casualty insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a broad range of investment options.

Christopher Spadafora is a financial advisor at MassMutual Investors Services with 22 years of industry experience. He holds a Series 63 designation and has been with MassMutual and its subsidiaries since 2008. MassMutual 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 financial planning, asset management, and educational programs using a collaborative, goal-focused approach without investment discretion in planning engagements.

Robert Peterson Jr. is a CFP® with 37 years of industry experience, currently serving at Osaic since 2024. His prior experience includes seven years at Securities America Advisors and INVEST Financial Corp. In addition to his advisory role, he is involved in brokering traditional life insurance and annuity products through multiple local agencies. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment platforms, asset allocation tools, and third-party money managers to construct portfolios managed on discretionary or non-discretionary bases.

Marc Pearlman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and more than 30 years of industry experience. He has worked with firms including EverBank and Securities America Advisors, Inc., and has managed his own advisory practice since 2002. His work involves developing strategy, selecting managers, managing portfolios, and selecting investments. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Harender Arora is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes long tenures at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. He serves as a trustee of the Niagara Frontier Sikh Society. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services using various portfolio construction tools and supports both discretionary and non-discretionary account management.

Anthony Leo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Uvest Financial Services Group, Inc. and Northwest Bank. Outside of his advisory work, he is a minority investor in OhLeo Enterprises LLC, a startup focused on women's high fashion shoes. 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 financial planning and investment management services, utilizing a combination of proprietary model portfolios, third-party subadvisors, and customized strategies.

Ryan Perry is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2012. His prior experience includes roles at AxA Advisors, Personal Capital Advisors Corporation, and Empower Advisory Group. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.