Brian Yaiser Sr.

Charles Sauberan is a financial advisor at Sauberan & Company, LLC in Lockport, NY, holding the CFP® designation with over 35 years of industry experience. He has worked with Moldenhaur & Associates and Commonwealth Financial Network, and previously with Conn General Life Insurance Company. Sauberan & Company provides financial planning and discretionary investment management to individuals, families, small businesses, trusts, estates, and charitable organizations, typically serving clients with at least $200,000 in investable assets. The firm uses a macroeconomic, top-down investment approach combining fundamental, qualitative, and quantitative analysis, managing accounts on a discretionary basis with an emphasis on capital preservation and long-term horizons.

Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.

Kevin Sullivan is a financial advisor with Warner Wealth, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. Sullivan is also a published author, known for his book "Managing Income in Retirement," and hosts a podcast focused on physician wealth. Warner Wealth serves individuals and families, including high net worth clients, as well as entrepreneurs and business owners, providing financial planning, estate and tax planning, and discretionary wealth management. The firm uses a core-and-satellite investment approach with custom allocations and employs third-party program solutions alongside business-focused planning and multi-generational financial literacy efforts.

Roger Malcolm is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He is also president and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $395 million in assets and employs ETF-based strategic models alongside educational programs and newsletters for clients.

Erik O'Keefe is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2021. Outside of his advisory role, he owns a consulting business and serves in fiduciary capacities such as trustee and personal representative. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Daniel Stoll is a financial advisor with Eagle Strategies (NY Life) based in Erie, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Eagle Strategies since 2011 and also operates Stoll and Weller Insurance Services and Financial Group, LLC. Outside of his advisory work, he is active as a musician on a part-time basis. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.