Anthony D'aloise is a financial advisor at Riverside Capital Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, he has worked with the Boys & Girls Club. Riverside Capital Wealth LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm builds portfolios using low-cost mutual funds, ETFs, individual securities, and derivatives, tailoring strategies to client objectives and risk tolerance.

David Caldwell is a financial advisor at Harvest Capital Assets, LLC with six years of industry experience. He holds a Series 65 designation and has been with Harvest Capital Assets since 2015. Harvest Capital Assets, LLC provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm tailors portfolios to client goals and risk tolerance, employing a variety of investment vehicles and strategies, including individual securities, private placements, and venture capital, and manages all client assets in-house.

Sanford Seide is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation and Mollot & Hardy Inc. In addition to his advisory work, he teaches community education programs in various school districts. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Daniel Webster is a financial advisor at Orchestral Financial Group Inc. in Amherst, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Orchestral Financial Group since 2019. Webster also co-founded Environmentally Helpful Products LLC, an unrelated business venture established in 2007. Orchestral Financial Group provides financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a top-down macroeconomic and firm-level fundamental analysis approach combined with technical analysis to construct diversified portfolios across multiple asset classes.

Jonathan Lupo is a financial advisor at Fealty Group LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including M&T Bank, Equitable Advisors, and Merrill Lynch. Outside of finance, he was involved with Gigi's Cucina Povera from 2017 to 2019. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, managing a small client base with about $2.25 million in assets under management. The firm incorporates cryptocurrency exposure into its investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis for both long-term and short-term strategies.

Alexander Skabry is a financial advisor at Harvest Capital Assets, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Harvest Capital Assets since 2010. The firm provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients, tailoring portfolios to client goals and employing a variety of investment strategies and vehicles. Harvest Capital Assets manages all client assets internally and offers access to private placements, venture capital, and higher-risk trading strategies without an account minimum.

Alan Mollot is a CFP® and ChFC® with 49 years of industry experience. He is a principal at Mollot & Hardy, Inc., where he has worked since 2008, and previously held roles at FSC Securities Corporation and Osaic Wealth, Inc. Outside of his advisory work, Mollot serves as president of the Forum Club, a social organization based in Buffalo, NY. Mollot & Hardy, Inc. provides investment management, financial planning, and retirement-plan services to individual and high-net-worth clients as well as retirement plan sponsors. The firm manages approximately $73.2 million in assets and offers portfolio management, fiduciary consulting, and written financial plans, utilizing mutual funds, ETFs, and third-party sub-advisers through platforms like Osaic Wealth.

Christian Miller is a financial advisor at Fealty Group LLC in Niagara Falls, NY, holding a Series 66 designation with six years of industry experience. His prior roles include positions at GWN Securities, Inc., Equitable Advisors, LLC, and A Plus Accounting. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, using written Investment Policy Statements and regular portfolio monitoring. The firm manages a small client base with approximately $2.25 million in assets under management and incorporates crypto and digital asset exposure as part of its investment services.

William Williams is an investment advisor at Lytle Investments with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Brookstone Capital Management. Lytle Investments is a small SEC-registered adviser serving individuals, trusts, qualified retirement plans, and corporations, managing approximately $66.7 million across three advisors. The firm provides personalized, goals-based investment management, access to third-party money managers, financial planning, and retirement plan consulting with a strategic long-term approach and options for tactical adjustments.

James Hedges II is a financial advisor at Harvest Capital Assets, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Harvest Capital Assets, LLC provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm manages all client assets in-house, employs a variety of investment strategies including private placements and venture capital, and operates without an account minimum.

Julius Aebly Jr. is a financial advisor at Lytle Investments with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lytle Investments since 2017. He is also the owner and president of Aebly and Associates Insurance Services, which sells various insurance products including group medical, dental, life, disability, and long-term care insurance. Lytle Investments is a small SEC-registered advisory firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million across three advisors and offers personalized, goals-based investment strategies, financial planning, and retirement plan consulting, with a focus on long-term orientation and the use of third-party money managers.

Thomas Lytle is a financial advisor at Lytle Investments with over 51 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Royal Alliance Associates, Inc., Summit Consultants & Advisors, LLC, and Osaic Wealth, Inc. In addition to his advisory role, he is involved in selling group and individual insurance products. Lytle Investments is a small SEC-registered firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million and focuses on a personalized, goals-based investment process with a strategic long-term orientation, offering a range of services including advisor-managed portfolios, third-party money manager access, financial planning, and retirement plan consulting.

Michael Birenbach is a CFP® professional with five years of industry experience at Orchestral Financial Group Inc., where he has worked since 2007. He is also licensed to sell life and long-term care insurance and provides tax preparation services seasonally. Orchestral Financial Group offers financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a multi-asset class investment approach combining macroeconomic analysis, fundamental company research, and technical timing strategies.

Brian Laible is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 12 years of industry experience. He has been with Landmark Wealth Management since 2011. In addition to his advisory role, Mr. Laible is a Certified Public Accountant and may provide income tax preparation and accounting services under separate agreements. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios and integrates accounting and tax services through its CPA representatives.

Mark Collard is a financial advisor at Landmark Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2005. Outside of his advisory role, he serves as a board member for Try-It Distributing, providing advisory support on business matters. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified, asset-allocated portfolios and integrates accounting and tax services through affiliated CPAs.

Daniel Bertleff is a CFP® professional at Landmark Wealth Management with seven years of industry experience. He has been with Landmark Wealth Management since 2019 and previously worked for Lockport Locks & Erie Canal Cruises from 2012 to 2019. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm emphasizes diversified, asset-allocated portfolios based on Modern Portfolio Theory and integrates accounting and tax services through affiliated Certified Public Accountants.

Lindsay Glassman is a CFP® professional with five years of industry experience, currently serving at Landmark Wealth Management since 2017. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management provides investment advisory and financial planning services to individuals, corporations, charitable institutions, and employer-sponsored retirement plans, including state and municipal government clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified, asset-allocated portfolios primarily using mutual funds and ETFs, and offers integrated tax and accounting services through affiliated Certified Public Accountants.

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds the Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of her advisory role, she serves on the advisory board for the Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

John D'andrea IV is a financial advisor with Belpointe Asset Management LLC and holds a Series 66 designation. He has prior experience with PKS Investments, MassMutual Life Insurance Co, and Mass Mutual Investors Services, and served in the US Army from 2001 to 2024. Outside of his advisory role, he owns and operates two e-commerce retail businesses, Empire Auction Gallery and Buffalo Empire Trading Company. Belpointe Asset Management serves a diverse range of clients including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal portfolio construction with third-party manager relationships.

Dean Boucounis is a ChFC® credentialed advisor with 48 years of industry experience at Mutual of Omaha Investor Services, Inc., where he has worked since 1974. He is president and sole stockholder of Boucounis Financial Services Inc. and serves on the Stewardship and Outreach Committee of the Annunciation Greek Orthodox Church. His community involvement also includes volunteering at Roswell Park Comprehensive Cancer Center and assisting with the Annunciation Church Orthodox Action Soup Kitchen. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts primarily through its network of Investment Advisor Representatives who utilize approved products and platforms.