Ann Nicholson Wright is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1984, providing financial advisory services to clients. Ann holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is also recognized as a Personal Investment Advisor (PIA). She graduated from Colgate University with a bachelor's degree in Mathematics. Ann specializes in Goals Based Wealth Management, focusing on individualized financial planning through ongoing conversations tailored to each client's needs. Her areas of expertise include individual wealth management as well as business retirement planning, offering services for 401(k) and profit sharing plans.

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.

William Jones is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior roles include positions at Orchard Rouge LLC and various educational and retail organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jerome Wojnicki is a financial advisor with LPL Financial and holds the Series 63 and Series 66 designations. He has 34 years of industry experience, having previously worked at The Vanguard Group, TD Ameritrade, and Scottrade. Wojnicki is based in Buffalo, NY. 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 portfolios, third-party asset management, and institutional platforms.

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.