Williamsville, NY College Parkway Office

Shari Salim is a Series 66 licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, she worked at Keith S Roth LLC for six years and held positions at Zielinski Agency, Yancey's Fancy, Kohl's Department Store, and Pembroke Central School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in a wrap program.

Kristi Mahoney is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. She has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, Kemper, Travelers, and Legal Debt Processing Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

William Sharp is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has diverse work experience including roles in education and local businesses. Prior to joining the firm, Sharp worked in various positions spanning the public sector and retail. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and broker-dealer services through affiliated entities.

Dominic Stutz is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked with The Prudential Insurance Company of America and Equitable Advisors. Outside of his advisory role, he also works seasonally as a scare actor at Six Flags Darien Lake. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm relies on model-driven portfolio implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Gregory Delgado is a financial advisor with LPL Enterprise in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 36 years at Pruco Securities, LLC. He is also involved in Medicare sales as a non-variable insurance business activity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Louis Benton II is a financial advisor with LPL Enterprise, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Principal Securities, Citizens Securities Inc., Key Investment Services LLC, Equitable Advisors, and Wells Fargo Clearing. Outside of his advisory work, Benton is involved in the sale of various insurance products and is the owner of an LLC registered for holding real estate. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm utilizes model-driven investment implementation through portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Kenneth Wohlberg is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations and over 45 years of industry experience. His career includes 44 years at Principal Securities Inc. and 15 years at Principal Life Insurance Company. Outside of advising, he manages a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm employs a model-driven approach to investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust custody and lending services.

Stephen O'Donnell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He 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 provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Devon Tobler is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior roles include positions at M&T Bank and Target Corporation. Tobler also worked at Dash's Market for eight years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through its network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and related services.

Shane Federko is a financial advisor at LPL Enterprise holding a Series 66 designation with one year of industry experience. His prior roles include positions at PRUCO Securities, Summit Wealth Management, and MoonBrook Country Club, as well as work in educational institutions such as SUNY Fredonia, Jamestown Community College, and Jamestown Public Schools. 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 utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and various affiliated services.

Brennen Przybysz is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Merrill, Bank of America, Morgan Stanley, and Wall Street Financial Group. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mikaela Donovan is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise, she held positions at Pruco Securities LLC and worked in various roles outside of the financial industry, including LensCrafters and Starbucks. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Eric Davies is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previous work history at Norfolk Southern Railway, Customs and Border Protection, and NYSCVOA/PAVO. Outside of his advisory role, he is also self-employed as a rideshare driver and a sports and fitness coach. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.