Brooke Danielle Yaiser

Charles Sauberan is a CERTIFIED FINANCIAL PLANNER™ affiliated with Sauberan & Company, LLC, with over 35 years of experience in the financial industry. He has worked at Sauberan & Company since 1990 and previously spent 37 years at Conn General Life Insurance Company. Sauberan & Company provides discretionary investment management to individuals and small businesses, typically serving clients with at least $200,000 in investable assets. The firm uses a top-down macroeconomic framework combined with fundamental analysis to construct portfolios, emphasizing capital preservation and long-term investment 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 in Lockport, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. He is a published author and hosts a podcast focused on wealth management for physicians. Additionally, he is involved in youth leadership at his local church. Warner Wealth serves individuals, families, and business owners, providing comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm employs a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and integrates multi-generational engagement with collaboration alongside clients’ accounting and legal professionals.

Roger Malcolm is a financial advisor with Sequent Planning, LLC and KDM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He also serves as President and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services using a diversified, risk-structured approach implemented by a network of independent investment adviser representatives.

Erik O'Keefe is a financial advisor with Moors & Cabot, Inc. in Lockport, NY, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years and Equitable Advisors for 1 year. Outside of his advisory role, he owns a consulting business and has fiduciary responsibilities such as acting in capacities like trustee or executor. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting with flexible portfolio strategies tailored to client objectives and risk tolerances.

Daniel Stoll is a financial advisor with Eagle Strategies (New York Life) based in Lockport, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 1998. Outside of his financial advisory roles, he is also active as a musician on a part-time basis. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types aimed at tailoring solutions to client objectives and operates mostly on a non-discretionary asset management basis within the New York Life affiliate network.