Charles Sperrazza Jr. is a financial advisor at Blackridge Asset Management, LLC with 40 years of industry experience. He has been with Blackridge since 2021 and concurrently associated with Peak Brokerage Services since 2015. Outside of advising, he is involved as an actor with Gravesend, LLC. Blackridge Asset Management provides financial planning, investment management, and consulting through a network of advisers serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm’s investment process incorporates fundamental, technical, and charting analysis across a range of portfolio management strategies, often utilizing affiliated turnkey asset management platforms and third-party providers.

Lauren Muscato is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Independent Solutions Wealth Management, LLC and has prior experience at PEAK Brokerage Services, LLC and the University of Buffalo. Outside of advising, she is involved in wealth management through a DBA called The Financial Guys and engages in insurance sales including fixed annuities and various types of insurance products. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and focuses on strategic asset allocation and manager selection, offering a range of portfolio management options including tactical strategies and third-party manager selection.

Glenn Wiggle Jr. is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC in addition to his long tenure at Independent Solutions Wealth Management. Outside of advisory work, he is involved in media and insurance businesses, including ownership and management roles in Financial Guys LLC and related entities. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using a strategic asset allocation process, model portfolios, and a combination of fundamental and technical analysis.

Daniel Kautz is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes roles at American Portfolios Financial Services, SagePoint Financial, OSAIC, and Cambridge Investment Research. Outside of his advisory work, he is the founder of Retirement By Design, a marketing-related venture. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm delivers tailored portfolio management and consulting services through a network of advisory affiliates and multiple program platforms, including Cambridge-sponsored offerings.

Jeffrey Kamien is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2011. Outside of his advisory role, he serves as Tournament Director and a board member for the International Junior Golf Masters, overseeing finance, player development, publicity, and tournament coordination. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs and manages a predominance of non-discretionary assets, distinguishing its operational approach.

Jon Zach is a CFP® with 21 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at LaSalle St Securities LLC since 2015 and has been a partner at Zach & Cywnski LLC since 2014. In addition to his advisory roles, he is a partner at ZLC Group, a CPA affiliate specializing in accounting, audit, and tax preparation. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pensions, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets.

Timothy Reed is a ChFC® with 28 years of experience in the financial industry. He has been with LaSalle St. Investment Advisors, L.L.C. and its affiliated broker-dealer since 2006. In addition to his advisory role, he is appointed with an insurance company for fixed insurance sales. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs, utilizing a mix of asset allocation models, mutual funds, ETFs, equities, fixed income, and options.

Kasey Wopperer is a financial advisor with OneSeven holding a Series 65 credential and four years of industry experience. Prior to joining OneSeven, Wopperer worked at Generation Capital Management and Manning & Napier. Wopperer is a volunteer treasurer and board member of the Home and School Association of St. Gregory the Great School. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Susannah Ryan is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at Blackridge Asset Management and Independent Solutions Wealth Management since 2015. Outside of her advisory role, she is a notary public and involved in insurance activities with The Financial Guys, LLC. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and utilizes both fundamental and technical analysis in portfolio management, offering discretionary and non-discretionary strategies including mutual funds, ETFs, and third-party managers.

Kurt Knoess is a financial advisor at M HOLDINGS SECURITIES, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MML Investors Services, MassMutual, and Foresters Financial Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory.

John Thur is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He has been with Independent Solutions Wealth Management, LLC since 2013. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm emphasizes strategic asset allocation across a five-tier risk spectrum and employs both fundamental and technical analysis in portfolio management.

Andrew Fox is a financial advisor with HSBC Securities (USA) Inc. in Williamsville, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2013, with prior experience at Fifth Third Securities, Inc. and Truist Investment Services, Inc. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary programs. The firm employs a structured investment process incorporating multiple risk profiles and uses affiliated and third-party providers for advisory, fund selection, and custody services.

Andrew Pokriki is a financial advisor with Eagle Strategies (New York Life) based in Williamsville, NY. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Equitable Advisors, LLC and has a diverse work history including roles at Uber, DoorDash, and Amazon. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Evan Harof is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network and Rampart Wealth Management. His prior work includes roles at Cellular Sales and community involvement with local baseball organizations. Outside of advising, he serves as treasurer for the CBS Foundation. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, combining operational and technology support with discretionary and customizable investment solutions.

Janet Ross is a CFP® with 33 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2005. She maintains a life insurance license in New York, allowing her to offer related products when appropriate. Outside of her advisory role, she is also a Mary Kay consultant and a licensed notary. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including traditional asset-allocation and legacy market-timing strategies.

Joseph Ervolina is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at Geneos Wealth Management Inc. Ervolina is also president of Cornerstone Capital Wealth Management Inc., where he manages the practice and oversees financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and sponsors, with reported assets under management near $79.8 billion.

Jacob Kantor is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at KeyBank, MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life Insurance Co. He has also worked at Minnesota Hockey Camps and the University of Buffalo. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model for portfolio implementation and offers various wrap-fee programs supported by affiliated insurance products and integration with KeyCorp affiliates.

Tyler Zeplowitz is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life, as well as work outside finance at Dicks Sporting Goods and Bubble Boy Car Wash. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple advisory programs and manages the majority of its assets under non-discretionary arrangements.

Robert Leombruno Jr is a financial advisor with Valic Financial Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His career includes roles at Agia and Massachusetts Mutual Life Insurance Company. He is also the owner of Max Property Development, managing a multi-unit residential property. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts and offers tax-aware and ESG overlay services, operating at scale with approximately $29.2 billion in assets under management.

Pamela Hintermeier Abati is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 38 years of industry experience. She has been with VOYA Financial Advisors since 2014 and operates a tax preparation business that she has run since 1980. Additionally, she is an independent insurance agent specializing in fixed life and health insurance products. VOYA Financial Advisors, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services through a large network of advisors, employing both in-house and external strategies supported by technology-enabled tools.