Robert Ellis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Robert J. Ellis Financial Advisors, LLC and Crux Wealth Advisors, LLC. Ellis also serves as CEO of Ellis Legacy Advisors, LLC, a company related to payroll services for advisory fees. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and retirement plan consulting.

Tyler Diebold is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His work history includes roles at Northwestern Mutual Wealth Management Company and Primacy Financial. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual planning relationships using firm-approved analytical tools, recommending investment strategies without discretionary authority.

William Jones is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Orchard Rouge LLC and Louisiana State among other roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, managing a substantial amount of assets on both discretionary and non-discretionary bases.

Jerome Wojnicki is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, along with model portfolios and research from various sources.

Craig Mellenthine is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc., New England Securities, and New England Financial. In addition to his advisory work, he owns and operates a tax preparation business. 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 financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Dennis J. Donovan is the sole advisor at Donovan, Dennis J, an independent advisory firm based in Buffalo, NY. He holds a Series 65 designation and has three years of industry experience. Prior to founding his advisory firm, he has been involved with Stark Tech, Inc. since 2016. Donovan also holds a CPA license but is not currently practicing in that capacity. Donovan, Dennis J operates as a referral-based advisory firm that serves a small client base, including high-net-worth individuals and pension or profit-sharing plans. The firm does not manage or take custody of client assets directly but directs clients to third-party investment advisers, focusing primarily on fixed income and equity allocations.