Buffalo, NY 361 Delaware Avenue Office

Laura Cooley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has previously worked at firms including Lawley Retirement Advisors, Cadaret, Grant & Co., and BS&P Wealth Management. Cooley is also involved in providing financial planning and consulting services through Lawley Retirement Advisors, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

James Rehak Jr. is a ChFC® credentialed financial advisor with 40 years of industry experience, currently affiliated with LPL Financial. His prior experience includes long-term roles at Lawley firms and Cadaret, Grant & Co., as well as OSAIC. He serves on the audit committee of Challenge Manufacturing Company, an employee stock ownership plan (ESOP) company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, leveraging model portfolios and research from both internal and third-party sources.

Matthew Siva is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and SC Parker LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and nondiscretionary management, model portfolios, and research from multiple sources.

James Rehak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at firms including Royal Alliance Associates, Putnam Investments, and UBS Financial Services. Rehak is also associated with Lawley Retirement Advisors and its affiliated entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Shawn Connolly is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked for SII Investments, Inc. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by research and model portfolios.

Benard Verrico is a financial advisor with LPL Financial in Buffalo, NY, holding Series 65 and Series 63 licenses and one year of industry experience. He has held roles at LPL Financial, Lawley, LLC, Lawley Retirement Advisors, and KeyBank. Verrico provides administrative support to Lawley Retirement Advisors, an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Thomas Bender is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes roles at SII Investments, Inc., Bank of America, N.A., and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support its investment approach.

Todd Tevens is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience and has previously worked with firms including Royal Alliance Associates and Cadaret, Grant & Co. Tevens provides financial planning and consulting services through Lawley Retirement Advisors, LLC, an independent registered investment advisor firm he has been involved with since 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Mary Setter is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 licenses and provides financial planning and consulting services through Lawley Retirement Advisors, an independent registered investment advisory firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Chloe Benzin is a financial advisor with LPL Financial in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. Her prior positions include roles at Raymond James Financial Services and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by proprietary and third-party research, providing both discretionary and non-discretionary portfolio management.

Michael Workley is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Citigroup, Emerge Capital Management, and WNY Asset Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and multiple investment strategies.