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. Outside of advisory work, he is also an insurance agent at L&M Group Ltd. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk analysis and rebalancing tools.

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.

Jean Olivier is a financial advisor with Wells Fargo Clearing in Williamsville, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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.

Leonard Picone is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2018. Prior to this, he worked for 12 years at Sii. He holds Series 63 and Series 65 licenses. Picone is a board member and finance committee chair for Nativity of Our Lord School, a non-profit parochial school in Orchard Park. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization.

John Birkby is a CFP®-designated financial advisor with 43 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2026. His prior experience includes roles at Clark & Company Wealth Management, Commonwealth Financial Network, and Lincoln Financial Securities. Outside of his advisory work, he co-owns Swanson & Birkby Associates, LLC, which manages commercial real estate. 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, supported by advanced operational tools and a large network of advisors.

Angela Sebastiano is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her prior employer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating firm-approved tools and market outlooks.

Peter Spira is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2021, following a 23-year tenure at UBS Financial Services. He is based in Buffalo, NY. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services under both direct client and corporate financial planning agreements.

Jeffery Carloni is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Wealth Management since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

James Miller is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 66 credential and 13 years of industry experience. Prior to joining UBS in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Miller serves on multiple golf-related boards and committees in New York State, including the New York State Golf Association and the Buffalo District Golf Association, focusing on conducting and organizing golf tournaments and supporting youth through related foundations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s financial advisors utilize proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jason Reitmeier is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997 and also works at Western New York Bank Equipment. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining oversight of its investment models.

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 with Equitable Advisors in Williamsville, NY, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Institute for Environmental Health and various positions at Stony Brook University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

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.

Joshua Haueise is a CFP®-designated financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at Black Diamond Custom Wealth Management, Commonwealth Financial Network, and Lincoln Financial Securities. Outside of his advisory role, he is involved in fixed insurance sales. 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, portfolio management, and institutional platforms, supported by technology and extensive non-advisory financial services.

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 17 years of industry experience. He has worked at LPL Financial since 2021 and concurrently at M&T Bank since 2015, with prior experience at M&T Securities from 2011 to 2021. 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, supported by a large network of advisors and various institutional platforms.