Buffalo, NY 361 Delaware Avenue Office

Laura Cooley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has also provided financial planning and consulting services through Lawley Retirement Advisors, an independent investment advisor firm, since 2017. 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 portfolio programs, third-party asset management, and institutional platforms.

James Rehak Jr. is a financial advisor with LPL Financial in Buffalo, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 40 years of industry experience and has held roles at firms including Lawley Retirement Advisors, Cadaret, Grant & Co., Inc., and OSAIC. Rehak serves on the audit committee of Challenge Manufacturing Company, a role outside his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting a large network of registered investment advisers who utilize a variety of strategies and technology tools.

Matthew Siva is a financial advisor with LPL Financial in Buffalo, NY, holding the Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and SC Parker, 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Rehak is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at Lawley Retirement Advisors, Royal Alliance Associates/Osaic Wealth, Putnam Investments, and UBS Financial Services. Rehak is also involved with Georgetown Lawley Group, a DBA connected to his work with LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Shawn Connolly is a CFP®-designated financial advisor with 26 years of industry experience, currently with LPL Financial since 2018. He previously worked at SII Investments, Inc. and Equitable Advisors. Connolly operates within an affiliate entity related to his LPL business during securities trading hours. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various operational tools.

Benard Verrico is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with firms including Lawley, LLC and KeyBank. He also provides administrative support for Lawley Retirement Advisors, an independent registered investment advisory firm. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Bender is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at SII Investments, Inc., Bank of America, N.A., and Merrill. 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 financial planning and investment management solutions that include model portfolios, third-party asset management access, and institutional platforms.

Todd Tevens is a financial advisor with LPL Financial and holds the Series 66 designation. He has 25 years of industry experience, with prior roles at Royal Alliance Associates, Lawley Retirement Advisors, Lawley, LLC, Cadaret, Grant & Co., Manulife Investment Management, and John Hancock Investment Management. Tevens operates Lawley Retirement Advisors, an independent registered investment advisor firm, where he provides financial planning and consulting services. 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 services including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Mary Setter is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 65 licenses and 11 years of industry experience. She also provides financial planning and consulting services through Lawley Retirement Advisors, an independent registered investment advisory firm she started in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with a range of investment programs and utilizes various operational and research tools to assist its advisors.

Chloe Benzin is a financial advisor with LPL Financial in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. Her professional background includes roles at Raymond James Financial Services, Bank of America, Merrill, and other firms. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 WNY Asset Management, Cadaret Grant & Co., Emerge Capital Management, and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management services through a large network of investment adviser representatives.