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Michael B

Series 63, Series 65, Series 66

Orchard Park, NY

Silver Grove Advisory Services

Michael Becht is a financial advisor with Silver Grove Advisory Services and holds Series 63, Series 65, and Series 66 licenses. He has 29 years of industry experience, including 20 years at NEXT Financial Group and recent roles at Silver Grove Advisory Services and LPL Financial. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm manages discretionary portfolios using a primarily long-term, customized approach focused on diversified allocations across mutual funds, ETFs, individual securities, and options, supported by ongoing monitoring and rebalancing.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Mark P

Series 63

Orchard Park, NY

Silver Grove Advisory Services

Mark Procknal is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding a Series 63 designation and 38 years of industry experience. He has worked at LPL Financial since 1995 and Principal Mutual Life Insurance Co. from 1991 to 2016. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach using diversified allocations of low-cost mutual funds, ETFs, and other securities, managing approximately $453.6 million in client assets through a team of 17 advisors.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Mark K

Series 63, Series 66

Orchard Park, NY

Silver Grove Advisory Services

Mark Kirchmyer is a financial advisor at Silver Grove Advisory Services with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Silver Grove Advisory Services since 2017. Prior to that, he was with Key Investment Services LLC from 2009 to 2017. Silver Grove Advisory Services is a team-based firm serving individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, using a primarily long-term, customized investment approach with diversified allocations and multiple third-party platforms.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Ryan F

Series 66

Orchard Park, NY

Silver Grove Advisory Services

Ryan Ficorilli is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked with Silver Grove Financial Group, Inc. since 2017 and formerly with LPL Financial, LLC from 2014 to 2022. He is based in Orchard Park, NY. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm uses a primarily long-term, customized investment approach with diversified allocations through low-cost mutual funds, ETFs, and individual securities, managing approximately $453.6 million in assets.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Nathan S

Series 65

Orchard Park, NY

Silver Grove Advisory Services

Nathan Severson is an advisor at Silver Grove Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various roles including positions at Erie Community College and State University of New York. Outside of advising, he has experience working with local community programs such as the Hamburg Village Swim Center and XGen Basketball Camp. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach utilizing diversified allocations of low-cost mutual funds, ETFs, and individual securities, supported by multiple third-party platforms and independent managers.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Julianne I

Series 63, Series 65

Orchard Park, NY

Silver Grove Advisory Services

Julianne Incardona is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She joined Silver Grove Advisory Services in 2017 after working at LPL Financial, LLC for 11 years. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach focused on diversified allocations using low-cost mutual funds, ETFs, and, when appropriate, individual securities, managing roughly $453.6 million in assets under a team of 17 advisors.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Katie W

CFP®, Series 63, Series 65

Orchard Park, NY

Silver Grove Advisory Services

Katie Weibel is a CFP® professional with 19 years of industry experience. She has worked at Silver Grove Advisory Services since 2017 and has been with LPL Financial since 2015. Outside of advisory work, she hosts a radio show through New York Marketing. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using diversified allocations across low-cost mutual funds, ETFs, and individual securities, supported by multiple third-party platforms and discretionary portfolio management.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Annette O

Series 63

Orchard Park, NY

Silver Grove Advisory Services

Annette Olday is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. She has 22 years of industry experience, including roles with LPL Financial and Meridia Community Federal Credit Union. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using diversified allocations across low-cost mutual funds, ETFs, individual securities, and multiple third-party platforms.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Jason W

Series 63

Orchard Park, NY

Silver Grove Advisory Services

Jason Weber is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. He has 17 years of industry experience, including roles at Silver Grove Advisory Services since 2017 and LPL Financial since 2012. Outside of his advisory work, Weber is the owner and operator of Sterling Tax & Accounting LLC, a tax preparation and accounting business. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm follows a primarily long-term, customized investment approach that uses diversified allocations with low-cost mutual funds, ETFs, and select individual securities, managing approximately $453.6 million in assets through a team of 17 advisors.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Jason M

ChFC®, Series 66

Orchard Park, NY

Silver Grove Advisory Services

Jason Myers is a financial advisor with Silver Grove Advisory Services, holding the ChFC® designation and Series 66 license, and has 13 years of industry experience. His prior work includes roles at Jackson Hewitt Tax Service, LPL Financial, Massachusetts Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory work, he is a bagpipe player hired occasionally for special events such as weddings and funerals. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach using diversified allocations of low-cost mutual funds, ETFs, and select individual securities, managing approximately $453.6 million in assets through a team of 17 advisors.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Ryan S

Series 63, Series 65

Orchard Park, NY

Silver Grove Advisory Services

Ryan Seufert is a financial advisor at Silver Grove Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Grove since 2017. Prior to that, he worked at LPL Financial. Outside of his advisory role, Seufert is involved with Sterling Tax & Accounting, Inc., a tax preparation and accounting firm. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach utilizing diversified allocations of low-cost mutual funds, ETFs, and individual securities, supported by a team of 17 advisors managing approximately $453.6 million in assets.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Andrew S

ChFC®, Series 63

Orchard Park, NY

Silver Grove Advisory Services

Andrew Swartwout is a ChFC®-designated financial advisor with 31 years of industry experience. He has worked at Silver Grove Advisory Services since 2017 and previously spent over two decades with M&T Securities, Inc. and Principal Mutual Life Insurance Co. Swartwout is also a notary public in New York and serves on the leadership team of Obi Community Church. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach, utilizing diversified allocations of low-cost mutual funds, ETFs, and individual securities, with ongoing monitoring and rebalancing, managing approximately $453.6 million in assets under management.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Kyle L

Series 66

Orchard Park, NY

Silver Grove Advisory Services

Kyle Leikam is a financial advisor at Silver Grove Advisory Services with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch Wealth Management, Bank of America, Evans Bank, and LPL Financial. Silver Grove Advisory Services offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm emphasizes a long-term, customized investment approach using diversified allocations through low-cost mutual funds, ETFs, individual securities, and multiple third-party platforms.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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Martin L

Series 63

Orchard Park, NY

Silver Grove Advisory Services

Martin Lougen III is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. He has 28 years of industry experience, including roles at Silver Grove Advisory Services since 2017 and LPL Financial since 2013. Outside of his advisory work, he is a partial owner of a restaurant in Buffalo, NY. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using diversified allocations through low-cost mutual funds, ETFs, individual securities, and multiple third-party platforms.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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John M

Series 66

Orchard Park, NY

Silver Grove Advisory Services

John Mccauley III is a financial advisor at Silver Grove Advisory Services with 13 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial prior to joining Silver Grove in 2017. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm emphasizes a long-term, customized investment approach using diversified allocations of low-cost mutual funds, ETFs, and individual securities, and manages discretionary portfolios with ongoing monitoring and rebalancing.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Medicare planning Founder/Business Owner Executive
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