Christopher Lauer is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining his current firm. 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 software and collaborative planning approaches without discretionary investment authority.

Michael Lis is a financial advisor with LPL Financial, holding a Series 63 designation and 14 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for nine years and at Sunbridge Management Inc. for three years. Lis is also involved with the Elma Land Conservancy LLC, a business entity focused on 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies across various account types.

Bradley Wesolowski is a financial advisor with Merrill in Niagara Falls, NY, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at LPL Financial LLC, Ameriprise, and KeyBank. He has teaching experience at Erie Community College spanning over a decade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Nicholas Cecere is a financial advisor with Thrivent Investment Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory work, he is a minority partner and Alternate Director of Orchard View Sports and Entertainment LLC, owner of a USHL hockey franchise, and serves as Chair of the Board of Trustees at Niagara University. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based financial planning without discretionary management.

Bryan Carroll is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at American Portfolios Financial Services, Avantax Advisory Services, and a CPA firm. He is also a member and owner of Twin City Financial Services LLC, where he serves as an accountant and bookkeeper. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Jean Catanese is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining LPL Financial in 2025, Jean worked at Cadaret, Grant & Co., Inc. for 24 years and has been involved with Capital Management Group since 1991. 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 range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

William Walter is a financial advisor with Ameriprise in Williamsville, NY, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers customized recommendations through a centralized retirement-income consulting team.

Rodd McMinn is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 33 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 13 years. Outside of his advisory role, he is also an agent in the life insurance sector. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Anthony Tripi is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 19 years and has been associated with Carroll Financial Service for over three decades. Outside of advising, he is a founder and national recording artist of the band Tripi, involved in creating, performing, and marketing music. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers.

Candice Uzarowski is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 29 years of experience in the industry. Her prior roles include positions at CUSO Financial Services, LP and Calamar Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools including machine learning for operational and research purposes.

Michael Supernault is a financial advisor with LPL Financial, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he has experience with The Puppy Playpen, a non-investment business activity. 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 services including financial planning, wrap and model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Bufalino is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc. and MML Investors Services. Bufalino is also involved with the Capital Management Group of Niagara, a non-variable insurance 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

Anthony Ferlito is a financial advisor with LPL Financial in Niagara Falls, NY, holding Series 63 and Series 65 licenses. He has eight years of industry experience, with prior roles at firms including MML Investors Services, MassMutual Life Insurance, Securities America, Bank of America, Merrill, and Citizens Securities. Outside of advising, he serves as a notary public and participates in AI-related training activities involving language bots. 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 financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jacob Laliberty is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven approach for investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Curtis Henderson is a financial advisor with LPL Financial and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience, including a 36-year tenure at Cadaret, Grant & Co., Inc. He is also involved in non-variable insurance activities. 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 advisory and brokerage services supported by a large network of advisors and various institutional platforms.

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.

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.

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.

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.

James Goupil is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for five years and has also held roles at Financial Partners of Upstate NY, Massachusetts Mutual Life Insurance Company, and AllState Insurance Company. He is involved in a property and casualty and non-variable insurance business through WealthGuard of NY LLC. 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.