Jacqueline Leigh Byrne

Willard Saperston is a financial advisor at Saperston Legacy Advisors, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several related firms, including his own family-named entities dating back to 1981. Saperston Legacy Advisors provides investment supervisory services and individual portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes technical and momentum-based analysis alongside fundamental review, offering discretionary and non-discretionary management through proprietary asset-allocation programs and consulting services.

David Braunstein is a financial advisor at Saperston Legacy Advisors, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brighton Securities and Saperston Asset Management, prior to his current role. Saperston Legacy Advisors provides investment supervisory services and individual portfolio management to retail and high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm employs a technical and momentum-based investment process alongside fundamental analysis and offers both discretionary and non-discretionary management through proprietary asset-allocation programs.

Kristina Saperston is a financial advisor at Saperston Legacy Advisors, Inc. in Hamburg, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her work history includes roles at Brighton Securities Corp and multiple related businesses under the Saperston name. She is involved in several affiliated companies offering private client services and real estate brokerage. Saperston Legacy Advisors provides investment supervisory services and portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes technical and momentum-based analysis alongside fundamental review, using proprietary asset-allocation programs and various research sources.

James Taylor III is a financial advisor at Saperston Legacy Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brighton Securities Corp, First Allied Securities Inc., and Summit Wealth Management Inc. Saperston Legacy Advisors provides investment supervisory services and portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm uses proprietary asset-allocation programs and emphasizes technical and momentum-based analysis alongside fundamental review in its investment approach.

Angela Hall is a CFP® with 17 years of industry experience. She is currently with Note Advisors, LLC and has held prior roles at GCW Capital, Sterling Investment Counsel, LPL Financial, Jensen Marks Langer and Vance, Sii Investments, and Morgan Stanley. Outside of her advisory work, she is an Independent Insurance Agent specializing in various life and health insurance products. Note Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm emphasizes a financial planning-driven approach and offers in-house tax preparation, wealth coaching, estate-planning assistance, and discretionary asset management.

Michael Becht is a financial advisor at Silver Grove Advisory Services with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at NEXT Financial Group for 20 years and Merrill for two years. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $453.6 million in client assets and employs a long-term oriented, diversified investment approach using mutual funds, ETFs, individual securities, and multiple delivery models including direct discretionary management and advisor-sponsored platforms.