John Chiavetta is a ChFC® credentialed financial advisor with 38 years of experience, currently affiliated with GWN Securities Inc. since 2004. He serves as financial secretary for the Parish of Our Lady PNCC and is a committee member of the OLMC Cemetery Association in Brant, NY. GWN Securities is an SEC-registered investment adviser and broker-dealer providing discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering a range of managed account programs with both traditional and active investment strategies.

Jacqueline Byrne is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Merrill and UBS Financial Services. Byrne is based in Angola, NY. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a designated Private Advisor model to implement tailored strategies.

Stephanie O'dell is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 designations. She has 19 years of industry experience, including 12 years with HSBC Securities and HSBC Bank USA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Romer Mendez is a financial advisor with LPL Financial in Silver Creek, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes positions at M&T Bank, M&T Securities, and Axa Advisors. Outside of his advisory work, he is involved with WNY Flag Football. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and portfolio management solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

John Cuddihy is a financial advisor with LPL Financial in Dunkirk, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at INVEST Financial Corporation from 2013 to 2018 before joining LPL Financial. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops various strategic and tactical investment models.

Monica Loretto is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1997 and holds a Series 63 designation. Outside of her advisory role, she is involved with Meyers RV Superstore, where she assists with the preparation of recreational vehicles for sale. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Richard Andersen is a financial advisor with LPL Financial in Fredonia, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at INVEST Financial Corporation for five years before joining LPL Financial in 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.