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Robert F

ChFC®, Series 63

Williamsville, NY

LPL Financial

Robert Fahey Jr. is a ChFC® credentialed financial advisor with 44 years of industry experience currently affiliated with LPL Financial. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has operated Robert F. Fahey Jr. & Associates for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark C

Series 63, Series 65

Niagara Falls, NY

LPL Financial

Mark Catanese is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Summit Consultants & Advisors, LLC and Cadaret, Grant & Co., Inc. He also operates Capital Management Group, a business associated with his LPL activities. 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, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly M

Series 66

Amherst, NY

Cambridge Investment Research Advisors

Kelly Martin is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and nine years of industry experience. Prior to joining Cambridge in 2024, Kelly was associated with Ic Advisory Services Inc and The Investment Center Inc from 2017 to 2024. Outside of advisory work, Kelly is involved with SY Associates in Amherst, NY, and serves as an agent with Crump in the insurance and benefits area. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Andrew H

Series 63, Series 66

Williamsville, NY

LPL Financial

Andrew Hahn is a financial advisor with LPL Financial based in Williamsville, NY. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to his current tenure at LPL Financial since 2019, he worked at Northwest Bank starting in 2016 and had an earlier period at LPL Financial from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Peter J

Series 63, Series 65

Williamsville, NY

OSAIC

Peter Janik is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior firms include SagePoint Financial and SunAmerica Securities, Inc. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include various investment vehicles on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryan M

Series 66

Buffalo, NY

Merrill

Bryan Mackey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2007, following his service as a captain in the United States Army. Based in the same office for 15 years, Bryan works with individuals and families to help define and achieve their long-term financial goals through comprehensive services, including planning, investments, elder and estate planning, tax considerations, and insurance. Bryan's areas of expertise include executive compensation, family wealth management strategies, personal retirement planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards and is also a Personal Investment Advisor (PIA). Bryan earned a Bachelor of Arts degree in English with a minor in Business from the State University of New York System. Outside of his professional career, Bryan enjoys biking, boating, skiing, and spending time with his family. He has served on the board of a local veteran organization. Bryan and his wife, Nicole, a pediatric nurse practitioner, live in Lewiston with their young son.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans Young Families
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William D

Series 66

Amherst, NY

OSAIC

William Davoli is a Series 66-credentialed financial advisor with one year of industry experience. He is currently affiliated with OSAIC and has prior experience at UBS and L&M Wealth Management. Outside of his advisory work, he is employed as a locker room attendant at Transit Valley Country Club. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and a variety of investment options. The firm operates multiple advisory platforms and utilizes third-party solutions to support portfolio management and client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Geoffrey M

Series 63

Amherst, NY

Mass Mutual Investors Services

Geoffrey Mcdermid is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, having worked at Massachusetts Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory role, he serves as Treasurer and Trustee for a nonprofit historical preservation site, overseeing its financial operations and investment policies. 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 financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Timothy N

Series 66

Williamsville, NY

Equitable Advisors

Timothy Naffky is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including time under the AXA Advisors name. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves personalized risk assessment and matching clients to portfolio models or discretionary managers, utilizing a mix of proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Eric D

Series 66

Williamsville, NY

LPL Enterprise

Eric Davies is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previous work history at Norfolk Southern Railway, Customs and Border Protection, and NYSCVOA/PAVO. Outside of his advisory role, he is also self-employed as a rideshare driver and a sports and fitness coach. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Caitlin K

Series 66

Buffalo, NY

LPL Financial

Caitlin Kahabka is a financial advisor at LPL Financial with 13 years of industry experience. She previously worked at M&T Securities for 10 years before joining LPL Financial in 2021. Outside of her advisory role, she serves as a polling location inspector for the Erie County Board of Elections. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Benjamin N

Series 66

Buffalo, NY

Raymond James & Associates

Benjamin Nicholson is a financial advisor with Raymond James & Associates in Buffalo, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Outside of his advisory role, he serves on the membership committee of Business Networking International in Williamsville, NY. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a primarily non-discretionary advisory approach.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jillian D

Series 66

Williamsville, NY

Equitable Advisors

Jillian Donovan is a financial advisor at Equitable Advisors with a Series 66 credential and 0 years of industry experience. Prior to joining Equitable Advisors in 2025, she held various roles including sales associate at Express. Outside of advising, she continues to work in retail sales at Express. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and nonprofit organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a range of advisory models and third-party asset managers to tailor solutions for clients, providing services that include ERISA fiduciary oversight through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Gregory L

CFP®, Series 66

Kenmore, NY

Cetera

Gregory Lewis is a financial advisor at Cetera with 25 years of industry experience and holds the CFP® and Series 66 designations. His prior experience includes 16 years at American Portfolios Financial Services Inc. He is also involved in tax preparation services through Nicastro Accounting Services and serves as co-treasurer for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bryan C

CFP®, Series 63

Orchard Park, NY

Cambridge Investment Research Advisors

Bryan Castro is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Mollot & Hardy Inc., FSC Securities Corporation, and Waddell & Reed. Outside of his advisory work, he is involved in teaching and consulting activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of customizable portfolio management solutions and access to proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas D

Series 66

Buffalo, NY

LPL Financial

Thomas Druelinger is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at M&T Bank, CitiGroup, Cadaret, Grant & Co., Bank of America, and Merrill. He is also involved with Wilmington Advisors at M&T, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services with a wide range of investment solutions, including financial planning, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark A

Series 63

Amherst, NY

OSAIC

Mark Anastasia Jr. is a financial advisor with OSAIC, holding a Series 63 designation and 17 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years and has been involved with L&M Financial Services since 2004. Outside of his advisory role, he is active as an insurance agent with L&M Group Ltd. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using a range of tools and platforms to support portfolio construction and management across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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F G

Series 63, Series 65

Williamsville, NY

Merrill

F Georger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1997 and has since focused on small business and retirement planning. He assists clients by managing their individual wealth through various market cycles. Georger emphasizes a comprehensive approach by listening to clients' needs to help achieve their individual goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the State University of New York College at Buffalo.

Wealth management General retirement planning Retirement income strategy
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Jean O

Series 66

Williamsville, NY

Wells Fargo Clearing

Jean Olivier is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Williamsville, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Andrew S

Series 66

Williamsville, NY

Morgan Stanley

Andrew Smigiera is a financial advisor at Morgan Stanley in Williamsville, NY, holding a Series 66 credential with seven years of industry experience. He has been with Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves on the Academy of Business and Finance Advisory Board for West Seneca East Senior High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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