Top financial advisors working with financial professionals in Cheektowaga, NY

Jamie Reece is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Reece held positions in the fitness and hospitality sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options. The firm’s approach involves a centralized team and proprietary research tools, with recommendations implemented non-discretionarily by clients or their advisors.

Annamarie Pera is a financial advisor at Key Investment Services LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at HSBC Bank USA and HSBC Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client direction in model selection and provides ongoing monitoring and supervisory oversight, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Nicholas Beckman is a financial advisor with Cetera, holding a Series 63 designation and 11 years of industry experience. He has worked with several firms including Lifetime Wealth Management Group, where he serves as an Investment Executive, and has previously been affiliated with Avantax and Securities America. His experience spans financial planning, estate planning, retirement planning, and investment planning. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with diverse program options and custodial arrangements.

Michael Ganci is an investment advisor representative at OSAIC with 36 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. He is also a professional income tax preparer serving nearly 780 clients. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jacob Young is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior experience includes roles at M&T Bank and M&T Securities, where he has been employed for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.