Buffalo, NY 434 Delaware Ave Office

Anthony Cirocco is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Noble Wealth Partners and Key Investment Services. Outside of his advisory work, he is involved in managing several rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Jared Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. His prior roles include positions at Noble Wealth Partners, Crux Wealth Advisors, Key Investment Services, and M&T Securities. He is also involved as a minority partner and officer in several support entities related to his financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with services that include municipal advisory work and specialized retirement plan consulting.

Carolyn Daigler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and Crux Wealth Advisors, among others. She also works as a Client Services Manager at Plail Wealth Management, providing administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jonathan Plail is a CFP® professional with 14 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. since 2021. His prior experience includes roles at Bank of America, Merrill, and Crux Wealth Advisors. In addition to his advisory work, he is CEO and President of Plail Wealth Management, where he oversees employee management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and maintains a unique affiliation with a municipal advisor to support public finance and municipal clients.

Christopher Campbell is a financial advisor with Raymond James Financial Services Advisors Inc. in Buffalo, NY, holding a Series 66 credential and having 10 years of industry experience. He previously worked at Waddell & Reed Inc. from 2016 to 2017 before joining Raymond James in 2017. Campbell is also involved in small business ownership and insurance brokerage activities outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting, leveraging analytical tools and supporting implementation through various advisory programs.

Thomas Domin is a CFP® with 22 years of industry experience, currently associated with Raymond James Financial in Buffalo, NY. His prior experience includes roles at TIAA and Crux Wealth Advisors. He is involved in life insurance solutions and serves on the Board of Directors for a support company focused on growth initiatives. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary advisory services and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Michael Emser is a CFP® professional with 39 years of experience in the financial industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022. Prior to this, he held roles at Crux Wealth Advisors, LLC, Wealth Future, Inc., United Planner Financial Services, and operated his own firm, Michael Emser Wealth Management Group. Outside of his primary advisory roles, he consults with clients and assists with financial planning as an independent contractor for Plail Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across its extensive advisor network.

Lacey Dale is a financial advisor at Raymond James Financial with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Kestra Advisory, Crux Wealth Advisors, and Robert J. Ellis Financial Advisors. She is also president of Dale Legacy Advisors, LLC, a financial advisory and planning firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Michael Skrzypczyk is a CFA® charterholder based in Buffalo, NY, with five years of industry experience. He has worked at Nottingham Advisors for nine years before joining Raymond James Financial Services Advisors, Inc. and its affiliated entities in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as deterministic and probability modeling to support client goals.

James O'Neill is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Noble Wealth Partners and Crux Wealth Advisors LLC. Outside of advisory services, he is involved as a client services manager at Plail Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Kristina Trybus is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Merrill, and Bank of America. She also supports Plail Wealth Management as a financial advisor, assisting with client service and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through various advisory programs and maintaining services in municipal and public finance.

James Orzech is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Inc. from 2011 to 2020. Orzech is also involved in financial planning and advisory activities through his ownership roles in Noble Wealth Partners and Orzech Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients with advanced analytical tools and specialized advisory programs.

Matthew Francis is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Merrill Lynch Pierce Fenner & Smith Inc. and Key Bank among other firms. Outside of his advisory role, he is involved as an associate with Plail Wealth Management, supporting client servicing, financial planning, and marketing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.