Kaelah Nicole Granger

Lucas Englehardt is a Series 65 licensed advisor affiliated with Turtle Wealth. He has 18 years of self-employed experience and has been with Turtle Wealth since its founding in 2026. Turtle Wealth is a fee-only registered investment adviser that serves individuals and high-net-worth clients with wealth management and financial planning. The firm’s investment approach uses Modern Portfolio Theory with a mix of passive and active strategies and offers written financial plans alongside group educational seminars.

Austin Gilbert is the sole advisor at Gilbert Financial, LLC, an independent advisory firm based in Honeoye Falls, NY. He holds a Series 65 designation and has 12 years of industry experience, operating Gilbert Financial since 2006. Gilbert Financial, LLC provides customized portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm manages approximately $110 million in assets for around 150 clients, focusing on individualized asset-allocation models and a fixed-income practice that generally holds bonds until call or maturity.

Michael Nevinger is the sole advisor at Comfort Capital Management and holds a Series 65 credential with one year of industry experience. He has worked as an estimator and project manager at 104 Contractors since 2018 and was previously employed at EW Howell from 2016 to 2018. Nevinger combines his roles in investment advisory and construction management. Comfort Capital Management is an independent, fee-only registered investment adviser formed in 2025. The firm provides investment management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and modern portfolio theory with a focus on passive strategies and tailored planning.

Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HNP Capital LLC, LPL Financial, and Five Star Bank. HYJC Capital of WNY provides portfolio management and financial planning services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm customizes portfolios based on clients’ goals and risk tolerance, using a combination of cyclical and fundamental analysis along with modern portfolio theory.

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

William Ward is a financial advisor at Pinnacle Investments, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Equitable Advisors. In addition to his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis in investment strategies.