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.

Kimberly Kowalski is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, ClearPlan Financial, Inc., Cadaret, Grant & Co., Inc., and other firms. Outside of her advisory role, she is also a notary. 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 employs a multi-strategy asset allocation approach across various asset classes and maintains relationships with other professional-service providers, including CPAs and attorneys.

Harrison Steinwald is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at M&T Securities from 2013 to 2020 before joining Trubee, Collins & Co, Inc. He also serves as Managing Director of Investment Analytics, Inc., providing consulting services on investment policy development, manager selection, and performance evaluation. Trubee Wealth Advisors offers portfolio management and advisory services to individuals, small businesses, corporate plans, and charitable institutions. The firm employs a hybrid approach combining in-house advice with external managers and utilizes both fundamental and technical analysis supported by institutional research.

Charles Gelo is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 2009. Outside of his advisory role, he serves as Treasurer for Crosswinds Community Homeowners, Inc., managing administrative tasks related to community finance. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm offers customized investment programs using both fundamental and technical analysis, combining in-house advice with external managers.

Michael Sheets is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 1988. Outside of his advisory role, Sheets serves as president of Investment Analytics Inc., an investment consulting service, and is treasurer of Concerned Citizens for the Preservation of Eden, a social organization focused on farmland preservation. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, businesses, and institutions, offering both discretionary and non-discretionary accounts. The firm develops personalized investment programs using fundamental and technical analysis and combines in-house advice with external manager relationships.

Numayer Khan is a financial advisor at Sandhill Investment Management with three years of industry experience. He holds the Series 66 designation and has worked previously at Independent Financial Group, LLC, Maks Pharma & Diagnostics, Inc., and Rogosin Brooklyn Home Dialysis. Khan was also a full-time student for nine years prior to his advisory career. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, and sub-advisory services. The firm uses a research-driven investment process focused on fundamental analysis and serves as a sub-advisor and model provider to multiple national wrap and UMA platforms.

Shawn Mclaughlin is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. He is also registered as an insurance agent for non-variable insurance products. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, delivering discretionary portfolio management with oversight from an internal Investment Committee.

Jennifer Badzinski is a financial advisor at Moldenhauer & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, LPL Financial, and Purshe Kaplan Sterling Investments. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management through a platform relationship with Commonwealth, utilizing both advisor-managed and model-based wrap programs, as well as third-party asset managers.

Jonathan Dombrowski is a financial advisor with Moldenhauer & Associates in Orchard Park, NY, holding a Series 63 designation and 12 years of industry experience. His career includes roles at Commonwealth Financial Network and Merit Financial Advisors. He is also involved in fixed insurance sales conducted under Buffalo Business & Estate Services, Ltd. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and access to third-party asset managers through wrap programs and maintains supervisory oversight of these managers.

Richard Moldenhauer is a financial advisor at Moldenhauer & Associates with over 53 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Moldenhauer has worked at Moldenhauer & Associates since 1973 and has prior experience with Commonwealth Financial Network and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management services to individual investors—including high-net-worth clients—retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, implementing client portfolios primarily through a platform relationship with Commonwealth.

John Pieroni is a CFP® with 27 years of industry experience, currently affiliated with WNY Asset Management, LLC and LPL Financial. He has been with WNY Asset Management since 2001 and joined LPL Financial in 2025. 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 diversified investment approach across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and collaborating with other professional service providers.

Samantha Thomas is a CFP® professional with six years of experience at Waterford Advisors, LLC. She has been with the firm since 2020 and previously worked at SUNY - Buffalo. Waterford Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, with an investment process focused on strategic asset allocation and fundamental analysis.

Gregg Jensen is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Hightower Advisors LLC, Hightower Securities LLC, and M&T Securities. Outside of his advisory role, Jensen is involved with The Advisor Network, a web-based platform for financial professionals to share industry news and training. Pathway Partners Wealth Advisors serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm emphasizes discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Kevin Mohr is a financial advisor at WNY Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cadaret, Grant & Co., Inc. and LPL Financial. Mohr serves as a board member of Radius Federal Credit Union, a nonprofit organization. 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 diversified investment approach with ongoing monitoring and offers standalone planning engagements and educational seminars.

Kyle Leikam is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LPL Financial, Merrill Lynch Wealth Management, Bank of America, Evans Bank, Community Bank, and Invest Financial Corp. 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 takes a long-term, customized approach using diversified allocations across low-cost mutual funds, ETFs, individual securities, and options, managing discretionary portfolios with ongoing monitoring and rebalancing through multiple third-party platforms and independent managers.

Wesley Austin is a CFP® with five years of industry experience, currently serving as an advisor at Landmark Wealth Management since 2026. He previously held roles at O’Bannon & Davis Inc., Equitable Advisors, and AXA Advisors, LLC. Landmark Wealth Management provides portfolio management, financial planning, and ERISA plan consulting to both individual and institutional clients, emphasizing diversified portfolios based on Modern Portfolio Theory. The firm supports high-net-worth individuals as well as corporations and government entities, and offers affiliated accounting services through its CPA representatives.

Kenji Kimura is a financial advisor at Northcape Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Northcape Wealth Management since 2021. Northcape Wealth Management serves individuals, trusts, businesses, and retirement plans, offering investment and wealth management, independent manager selection, financial planning, and fiduciary and non-fiduciary plan sponsor services. The firm focuses on discretionary portfolio management and customizes risk-adjusted, tax-aware asset allocation plans using a mix of active and passive strategies, managing approximately $706 million in client assets across a four-advisor team.

Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.

Ronald Lojacono is a CFP® professional with 35 years of industry experience. He has worked with WNY Asset Management, LLC since 2005 and also has experience at LPL Financial and Cadaret, Grant & Co., Inc. He is involved in tax preparation and accounting services through WNY Tax Planners. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, implementing diversified investment strategies across equities, fixed income, mutual funds, ETFs, and independent managers.

Eugene O'Connor Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC, where he has worked since 2012, and also affiliated with LPL Financial since 2025. His prior experience includes 13 years at Cadaret, Grant & Co., Inc. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers standalone planning and educational seminars.