James Warner is a CFP® professional with five years of industry experience, currently serving as part of the team at Sanderson Wealth Management, LLC in Buffalo, NY. He has been with Sanderson Wealth Management, LLC since 2001. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to a diverse client base that includes individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach focuses on asset allocation, manager due diligence, and ongoing monitoring, primarily utilizing mutual funds and ETFs.

Jeremy Walter is a financial advisor with Moldenhauer & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Outside of finance, he operates a vintage clothing business online and works occasionally as a delivery driver. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm utilizes Commonwealth’s platform for discretionary portfolio management, model programs, and third-party manager selection, with a focus on supervisory oversight of wrap fee programs.

Alex Stauffiger is a financial advisor at Pathway Partners Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KeyBank and Niagara University. Outside of his advisory role, he serves as Head of Content and Marketing for The Advisor Network, an educational platform focused on social media and content creation. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm offers discretionary portfolio management and integrated financial planning, utilizing model-driven strategies based on modern portfolio theory and fundamental analysis.

Nicholas Scibilia is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Citigroup Global Markets, Cadaret, Grant & Co., Inc., and LPL Financial before his current role. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting. The firm uses a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and collaborates with other professional service providers including CPAs and attorneys.

William Pictor is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 credentials with 47 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 1986. Outside of his advisory work, he serves as the unpaid chairperson of the East Aurora Chamber Music Festival, which produces four classical chamber music concerts annually. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm offers both discretionary and non-discretionary account management, access to third-party sub-advisors, and develops personalized investment programs using fundamental and technical analysis along with institutional research.

Anne Emblidge is a financial advisor at Trubee Wealth Advisors, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Trubee Wealth Advisors since 2017. Prior to that, she was the owner and sole employee of Quant, LLC, a business she established in 2014 that currently does not provide any services. She serves as Treasurer for Estate Analysts of Western New York, Inc., a nonprofit focused on estate planning and networking. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate plans, charitable institutions, and endowments. The firm employs both fundamental and technical analysis in developing personalized investment programs and offers a hybrid service model combining in-house advice with outside managers.

Matthew Drosendahl is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Trubee, Collins & Co., Inc. since 2018 and previously was employed at Uniland Development Company from 2012 to 2018. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers both discretionary and non-discretionary account management, utilizes fundamental and technical analysis along with institutional research, and combines in-house advice with external managers to implement investment decisions.

Lindsay De Lellis is a CFP® professional at Landmark Wealth Management with nine years at the firm and a total of five years of industry experience. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management serves individual and institutional clients, including high-net-worth individuals and governmental entities, offering portfolio management, financial planning, and ERISA plan consulting. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing diversified, asset-allocation-driven portfolios primarily using mutual funds and ETFs.

Kevin Monheim is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Dopkins Wealth Management, LLC and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Manning & Napier Advisors LLC. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 client relationships. The firm employs a diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and provides ERISA fiduciary reviews alongside portfolio management and retirement plan consulting.

Michael Harmer is a CFP® professional with 10 years of experience, affiliated with Waterford Advisors, LLC in Orchard Park, NY. He has worked at Cadaret, Grant & Co., Inc. and Waterford Advisors since 2012. In addition to his advisory role, he provides tax preparation and compliance services as an Enrolled Agent. Waterford Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm emphasizes strategic asset allocation and fundamental analysis, managing portfolios primarily invested in mutual funds and ETFs.

Paul Hutchings is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Citi Group. Outside of advising, he has been involved with the University of Buffalo Athletics for over a decade. Sgroi Wealth Advisory Group LLC provides financial planning, investment management, and consulting services to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk management, with portfolios reviewed by an internal Investment Committee and implemented through custodians like Charles Schwab and LPL Financial.

John Lunghino is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with LPL Financial and Cambridge IR, and has operated his own CPA practice since 1985. Outside of advising, he is an author and a notary public. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting services. The firm employs a client-focused approach to asset allocation using equities, fixed income, mutual funds, and ETFs, and offers educational seminars and standalone planning engagements.

Shawn Glogowski is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Note Advisors, LLC and has prior experience at GCW Capital, LLC and MassMutual. In addition to his advisory role, he works as an independent agent in fixed life and health insurance sales. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm offers comprehensive financial planning, portfolio management, tax preparation by enrolled agents, and estate-planning assistance, using a “planners first, then managers” approach to coordinate tailored financial strategies.

Robert Castiglione II is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with WNY Asset Management, LLC and LPL Financial LLC. He is a partner at WNY Tax Planners, a tax preparation and accounting firm. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, providing discretionary portfolio management along with financial planning and consulting services. The firm utilizes a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and allocations to independent managers.

Leonard Zablonski is a financial advisor at WNY Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2010. Prior to that, he has been associated with Cadaret, Grant & Co., Inc. since 2000 and operates a CPA practice, Leonard J. Zablonski Jr. CPA, since 1992. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting services. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and independent managers, supported by ongoing monitoring and client education.

Justin Sanderson is a CFP® professional with five years of industry experience, currently serving at Sanderson Wealth Management, LLC, where he has been since 2001. The firm has a team of 11 advisors and is based in Buffalo, NY. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach focuses on asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs for liquidity and transparency.

Christine Papelian is a CFP® professional with 13 years of experience in the financial services industry. She currently works at Illumination Wealth Management and has held prior roles at Sterling Investment Counsel, LPL Financial, REDW Wealth, Smarter Financial Solutions, and Charles Schwab. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, offering comprehensive Financial Life Management that includes financial planning, investment management, pension consulting, and employee education. The firm employs client-specific investment policy statements and strategic asset allocation models with regular portfolio monitoring, emphasizing long-term allocation strategies.

Christina Michalczak is a CFP® with 18 years of experience in financial planning and investment advisory. She has been with Waterford Advisors, LLC and Cadaret, Grant & Co., Inc. since 2007. In addition to her advisory role, she is an enrolled agent who prepares income taxes and serves as president of the Financial Planning Association of Western New York. Waterford Advisors serves individuals, pension and profit-sharing plans, trusts, and estates by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm manages approximately $337 million in assets for about 292 clients, focusing on strategic asset allocation and fundamental analysis with customized investment policies.

Aidan Hart is a financial advisor at Dopkins Wealth Management, LLC with a Series 65 credential and approximately one year of industry experience. His prior experience includes roles at Canisius University and various other positions before joining Dopkins Wealth Management. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 clients. The firm follows a broadly diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and offers specialized services including ERISA fiduciary reviews and outsourced portfolio management.

Angela Phillips is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 16 years of industry experience. She has worked at several firms including Wells Fargo Advisors, Mass Mutual Investors Services, and Guardian Life Insurance Company before joining Consilio Wealth Advisors, LLC, where she has been since 2021. Outside of her advisory role, she is also an independent insurance professional, spending a small portion of her time on insurance sales. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a combination of Modern Portfolio Theory and fundamental analysis with a long-term investment orientation, offering customized allocations and the use of various investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and options contracts.