Ryan P. O'Connor, CLU®, RICP®, CFP®, AEP®
Wealth Management Advisor


Williams & O'Connor Financial Planning Group

Our Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Tess J Steele

Tess J Steele

Director of Insurance Services
Office 716-877-9202

Tess was born and raised in Western New York and is a graduate of The State University of New York at Buffalo. She has been working with Ryan at Northwestern Mutual since 2013 and has a Life, Accident and Health insurance license. 

 
Deanna M McCarthy

Deanna M McCarthy

Director of Investment Operations and Services
Office 716-877-9202
Fax 716-877-9228

Deanna was born and raised in Western New York and is a graduate of Canisius College with a degree in Marketing. Deanna has worked with Northwestern Mutual since 2008. She is Life, Accident, and Health licensed and holds the FINRA Series 6 and 63 licenses.

 
Steven John Buzzelli

Steven John Buzzelli, MBA

Director of Client Relations and Marketing
Office 716-877-9202
 
Ryan C. Huberty

Ryan C. Huberty, CLU®, MBA, CLF®, CFP®, ChFC®

Director of Financial Planning

Ryan helps me bring peace of mind to my clients when thinking about their financials by providing goal specific financial plans.

He holds a Bachelor’s degree and Masters of Business Administration (MBA) degree both with a concentration in Finance and possesses his Life, Accident & Health Insurance License from New York State. Ryan has obtained his FINRA Series 7 and Series 63 licenses as well as the professional designation of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Leadership Fellowship (CLF®), Retirement Income Certified Professional (RICP®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

 
Emily P Rossi

Emily P Rossi

Financial Planning Associate

Emily helps me deliver financial security to my clients by providing comprehensive planning and analysis based on my client’s specific goals. Emily has been with Northwestern Mutual since 2017. She holds a Bachelor’s degree in Education from Syracuse University and is fully licensed in life, health and disability insurance.

 

Felicia Lynn Nolan

Financial Planning Associate

Felicia helps me deliver peace of mind to my clients by supporting our financial planning process.
Felicia has been with Northwestern Mutual since 2012. She holds the Series 6 and 63 and is fully licensed in life, health and disability insurance.  Felicia has a Bachelor's degree in Corporate Finance from St. John Fisher College.

 

Megan Lyn Perrault

Megan helps me strengthen client relationships by providing extraordinary service and support.

Megan has been with Northwestern Mutual since 2007. Megan holds the Series 6, 63 and 26 and is fully licensed in life, health and disability insurance in New York state. Megan has a Bachelor’s degree in fine arts (drawing/painting) from the State University of New York at Oswego.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck