Williamsville, NY College Parkway Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

15

Of 3,118 advisors across 854 offices

Location

100 College Parkway, Suite 200

Williamsville NY 14221

Advisors at this office

15

Advisors at this office

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Kristi M

Series 66

Williamsville, NY

LPL Enterprise

Kristi Mahoney is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Kemper, Travelers, and Legal Debt Processing Services. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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William S

Series 66

Williamsville, NY

LPL Enterprise

William Sharp is affiliated with LPL Enterprise and holds a Series 66 designation. He has recently begun his career in financial advising and has prior experience in various roles including work at Walmart, a local pizzeria, and educational institutions. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, and access to third-party asset management, combining these services with brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dominic S

Series 66

Williamsville, NY

LPL Enterprise

Dominic Stutz is a Series 66-licensed financial advisor with three years of industry experience, currently associated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of finance, he has worked as a seasonal scare actor at Six Flags Darien Lake. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Gregory D

Series 63, Series 65

Williamsville, NY

LPL Enterprise

Gregory Delgado is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. Outside of his advisory role, he is involved in Medicare sales as a non-variable insurance activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Louis B

Series 66

Williamsville, NY

LPL Enterprise

Louis Benton II is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Principal Securities, Principal Life Insurance, and Citizens Securities Inc. Outside of his advisory role, he owns an LLC focused on real estate holdings. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional organizations. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kenneth W

CFP®, ChFC®, Series 63, Series 65

Williamsville, NY

LPL Enterprise

Kenneth Wohlberg is a financial advisor at LPL Enterprise with 45 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Principal Securities Inc. and Principal Life Insurance Company for over four decades before joining LPL. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Stephen O

Series 63, Series 65

Williamsville, NY

LPL Enterprise

Stephen O'Donnell is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a baseball umpire with the Niagara Falls Umpire Association. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also includes brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Devon T

Series 66

Williamsville, NY

LPL Enterprise

Devon Tobler is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, Tobler worked at M&T Bank and held positions at Target Corporation and Dash's Market. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Shane F

Series 66

Williamsville, NY

LPL Enterprise

Shane Federko is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at PRUCO Securities, Summit Wealth Management, and MoonBrook Country Club, as well as teaching positions at SUNY Fredonia and Jamestown Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by model portfolios, third-party asset managers, and an integrated platform that combines adviser programs with additional financial products such as insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ralph P

Series 63, Series 65

Williamsville, NY

LPL Enterprise

Ralph Primerano is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in Medicare supplement sales and operates a financial services business focused on insurance and investments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with insurance sales and lending services through its affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mikaela D

Series 66

Williamsville, NY

LPL Enterprise

Mikaela Donovan is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to entering the financial services field, she has worked in retail and service positions, including roles at LensCrafters and Starbucks. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolio programs, third-party asset management arrangements, and access to various brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Melissa S

Series 66

Williamsville, NY

LPL Enterprise

Melissa Smith is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her work background includes roles at New Era Cap, Sherwin Williams, and Brookfield Country Club. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mariah H

Series 66

Williamsville, NY

LPL Enterprise

Mariah Hines is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she held positions at Northwestern Mutual, Good Neighbors FCU, Buffalo Metropolitan FCU, and First Niagara/KeyBank. Outside of advisory work, she is employed by The Westin. LPL Enterprise serves a broad client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with sales of financial products, including insurance, through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

John B

Series 66

Williamsville, NY

LPL Enterprise

John Byron is a Senior Financial Advisor at Merrill Lynch Wealth Management, holding the title of First Vice President. He joined Merrill Lynch in 2007 and leads a team supported by experienced Wealth Management Client Associates. John provides financial advisory services designed to simplify and customize wealth management according to each client's individual goals. His professional expertise includes investment management, retirement planning and IRA distribution management, estate planning, college tuition planning, cash flow management, legacy planning, philanthropy, and liability and trust services through Bank of America entities. John employs a disciplined process that involves assessing clients' financial objectives and risk tolerance, developing tailored investment strategies, and regularly reviewing progress to optimize outcomes. John holds a Bachelor of Science degree in Economics and Finance from Buffalo State College. His personal interests include boxing, fishing, music, spending time with family, and traveling. He approaches his work with a philosophy centered on collaborating one-on-one with clients to develop personalized financial strategies aimed at achieving their long-term goals.

Wealth management Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Self-Employed Founder/Business Owner
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