Bryan Weinstein is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Edward Eagen is a financial advisor with Primerica Advisors based in Amherst, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors since 2000 and has prior work experience with Computer People Staffing, Graphic Controls Corp., and Nissha Medical Technologies. In addition to his advisory role, he is involved in the sale of home security and automation products through an affiliate of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

Fredrick Pepperday is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Outside of his advisory work, he is involved in tax preparation through ownership of Summit Tax and serves as a notary public. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Carl Walck Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and LINCOLN FINANCIAL ADVISORS Corporation for one year. He is also involved with Bespoke Planning, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Dominic Ruzzine is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with LPL Financial since 2021 and previously worked at M&T Securities Inc. for 13 years. 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 and model portfolio programs, supported by both proprietary research and third-party strategies.

Benjamin Mc Pherson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018, including a prior role at The College at Brockport. Mc Pherson serves on the finance committee of the Medina Area Project, where he works on budgeting for current and future initiatives. He has also provided financial support to his spouse’s hair salon, Mera Hair Co., to upgrade its facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Schilling is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, Metlife Securities Inc., and Phoenix Home Life. Outside of his advisory work, he owns a business focused on buying, trading, and selling sports memorabilia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, incorporating model portfolios, third-party subadvisors, and customized investment strategies.

Frank Diulus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and has operated Diulus Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

Denise Pacer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 registrations and 12 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Justin Samland is a financial advisor with LPL Financial in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at M&T Securities and M&T Bank. In addition to his advisory work, he is involved with Northwest Bank as a Personal Financial Associate. 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 financial planning and investment management services supported by a broad platform that includes advisory and brokerage solutions.

Christopher Haick is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America and Investacorp. Outside of advising, he is a CPA providing tax and consulting services, serves as CFO of a beverage wholesaler, and is president of a foundation supporting underprivileged children. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment platforms.

Micah Puscheck is a Series 66 licensed financial advisor with 16 years of industry experience. He has been with Ameriprise since 2009, currently serving in their Getzville, NY office. Outside of his advisory role, Micah participates as a member of his local church’s investment committee, assisting with financial decisions on a voluntary basis. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Donald Eich is a financial advisor with LPL Financial in Amherst, NY, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior work includes roles at Sean O'Brien, Robert Wills, and Waddell & Reed, Inc. Outside of advisory work, he is a partner in a real estate venture managing a small apartment portfolio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a broad network of investment adviser representatives.

Gerald Calabrese is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and accumulating 12 years of industry experience. He has been with Equitable Advisors since 2014, including its prior operation as Axa Advisors, LLC. Outside of his advisory work, he manages the Amherst Red Knights 8U hockey team. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement consulting, and asset management services. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on matching client needs with appropriate advisory models and providing ERISA fiduciary services to qualified plans.

Lorraine Carson is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 10 years of industry experience. Her career includes roles at Primerica Financial Services and PFS Investments Inc., along with prior employment at National Fuel Gas. She is involved with Ken-Ton Meals On Wheels since 2023. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses third-party asset managers and a wrap-fee structure, focusing on curated model portfolios rather than institutional plan management.

Thomas Healy is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Samuel Bronsky is a financial advisor at Cetera with nine years of industry experience and a Series 66 designation. He has worked with Avantax Investment Services and Avantax Advisory Services, and he is a managing partner at Bronsky and Company CPAs, a firm providing tax return preparation and financial statement services. Bronsky is also a partner at Bronsky Wealth Management, a wealth management company affiliated with 1st Global. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options and access to various third-party money managers.

Bernard Unger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Sigma Planning Corporation, Pruco Securities, and Prudential Insurance Company of America. He is also involved with Inheritance Planning Group, LLC in connection with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party models alongside technology tools for operational support.

Alex Caratelli is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in North Tonawanda, NY. His prior roles include positions at Key Investment Services, Fidelity Investments, HSBC Bank USA, and Citizens Bank. 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 options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jessica Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Mahoney Financial Group. Outside of advising, she holds a part-time position at Tops Friendly Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and technology tools.