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1,476 advisors near
14210
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Out of 400,000+ nationwide
Carlo R
Series 63
Amherst, NY
OSAIC
Carlo Runca is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 24 years. He is also the owner of Runca Financial Services, a sole proprietorship involved in the sales and service of securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a variety of investment vehicles.
Jacob H
Series 66
Williamsville, NY
Equitable Advisors
Jacob Hartwell is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in sales and retail roles at Blue Compass RV, Cellular Sales Verizon, and Gutchess Lumber Co. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Sean R
Series 65, Series 66
Buffalo, NY
Raymond James & Associates
Sean Reynolds is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Buffalo, NY, he has been with Raymond James since 2018. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Andrew H
Series 65, Series 63
Williamsville, NY
LPL Financial
Andrew Hahn is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and at Retirement Planning Associates & JKR & Co Inc. for one year. He is also involved in an entrepreneurial venture, Ultimate Creations Inc., which he has been associated with since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Brandon H
Series 63
Williamsville, NY
Ameriprise
Brandon Harrington is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997 and holds a Series 63 designation. He is based in Lockport, NY. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Nicholas S
Series 63, Series 65
Amherst, NY
Mass Mutual Investors Services
Nicholas Stinson is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 registrations and has seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Canisius College. He is also a co-founder of Big Fish Advisor, a social media marketing business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning process.
Robert F
ChFC®, Series 63
Williamsville, NY
LPL Financial
Robert Fahey Jr. is a ChFC® credentialed financial advisor with 44 years of industry experience. He is currently associated with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. for 22 years. He also operates Robert F. Fahey Jr. & Associates, a business active for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.
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.
Andrew H
Series 63, Series 66
Williamsville, NY
LPL Financial
Andrew Hahn is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2013, with a concurrent role at Northwest Bank since 2016. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.
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.
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.
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.
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.
Timothy N
Series 66
Williamsville, NY
Equitable Advisors
Timothy Naffky is a Series 66-registered financial advisor with Equitable Advisors, where he has worked since 2008. He has 17 years of industry experience, including a tenure with AXA Advisors. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.
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 a Series 66 designation and has previously worked with NYSCVOA/PAVO, Norfolk Southern Railway, Lyft, and Customs and Border Protection. Outside of his advisory role, he is involved in rideshare driving and coaching in sports and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.
Caitlin K
Series 66
Buffalo, NY
LPL Financial
Caitlin Kahabka is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She 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 an SEC-registered investment adviser and broker-dealer that serves 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, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.
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.
Jillian D
Series 66
Williamsville, NY
Equitable Advisors
Jillian Donovan is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she held roles at Express and various educational institutions. Outside of advising, she works as a retail sales associate at Express. 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 a range of third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.
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.
Bryan C
CFP®, Series 63
Orchard Park, NY
Cambridge Investment Research Advisors
Bryan Castro is a CFP® professional with 22 years of industry experience, currently associated with Cambridge Investment Research Advisors. His prior roles include over a decade at Mollot & Hardy Inc. and FSC Securities Corporation. Outside of his advisory work, he is involved in teaching and consulting/coaching activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms with both discretionary and non-discretionary options, including proprietary and third-party strategies.
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1,476 advisors near
14210
within the area shown on the map
Out of 400,000+ nationwide