David Lefebre is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Lincoln Investment, and HSBC Securities USA, Inc. Outside of his advisory work, he is involved as a bartender at First Line Brewing. LaSalle St. Investment Advisors provides personalized, fee-based 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 investment management programs, as well as third-party manager selection and consulting.

Michael Sirianno is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Fisher Investments, Merrill, and LPL Financial LLC. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management across multiple asset classes and investment styles.

Alexander Long is a financial advisor at Blackridge Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Silver Grove Advisory Services and LPL Financial. Outside of advising, Long provides college planning and financial aid consulting through his business, Send Your Kids to College. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and related consulting services through a network of investment adviser representatives, utilizing a combination of fundamental, technical, and charting analysis in its investment approach.

Jack Haxton is a wealth manager at Independent Solutions Wealth Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Peak Brokerage Services, LLC. 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 offers financial planning and portfolio management with an investment approach centered on strategic asset allocation, manager selection, and tactical portfolio strategies.

Sam Steffan is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Realta, he worked at Almaden Genomics and Basepair. He is also involved with Winding Bay Capital, a business connecting investors with real estate-backed investment products. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individual, pension, profit-sharing, and institutional clients. The firm emphasizes personalized advice through asset allocation strategies implemented via internal or third-party managers and supports a range of account management platforms and services.

Ronald Waskow is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 credential and over 20 years of industry experience. He previously worked at Blackridge Asset Management, LLC, LPL Financial, LLC, and Northwest Savings Bank. Outside of advisory work, he is a committeeman for the Town of Elma Republican Committee. Independent Solutions Wealth Management LLC is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and employs a strategic asset allocation and manager selection process across a range of risk profiles.

Jozef Kuzmkowski is a financial advisor at Courier Capital, LLC with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Key Investment Services, KeyBank NA, Merrill, Bank of America, NYLIFE Securities LLC, New York Life Insurance Co., and AXA Advisors. Kuzmkowski serves as a committee member for the Boy Scouts of America, Seneca Waterways Council, assisting in the planning of outdoor fundraising events. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm uses an asset-allocation approach with Investment Committee oversight and offers discretionary management that may include mutual funds, ETFs, individual securities, and alternative investments.

Rohn Pierce is a financial advisor at Independent Solutions Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at PEAK Brokerage Services, Blackridge Asset Management, and The Prudential Insurance Company of America. Outside of financial services, Pierce provides baseball pitching lessons as a coach through his business All-In-Sports. Independent Solutions Wealth Management 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 assets and offers services including portfolio management, strategic asset allocation, and tactical investment strategies across a range of risk profiles.

Michael Brace is a Series 66-licensed advisor with Courier Capital, LLC, based in Buffalo, NY. He has worked at Courier Capital since 2016, accumulating five years of industry experience. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, retirement plan advisory, and access to alternative investments.

William Gurney is a financial advisor at Courier Capital, LLC in Buffalo, NY, with 10 years of industry experience. He holds a Series 63 designation and has been with Courier Capital since 2016. Outside of his advisory role, he is a partner in two long-standing real estate entities formed in the early 1990s, although his involvement is limited. Courier Capital, LLC provides investment management, retirement plan services, financial planning, and investment consulting to individuals, institutions, and charitable organizations. The firm manages assets on a discretionary basis through diversified asset-allocation models and employs an Investment Committee to oversee manager selection and monitoring.

Michael Hoeflich is a financial advisor at Independent Solutions Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with Hoeflich Retirement Optimization Planning since 2021 and with Peak Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. Outside of his advisory roles, he is involved as a Social Security Claiming Strategist and is a book author through his membership in Beyond Break Even. 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, utilizing mutual funds, ETFs, third-party managers, and tactical strategies with regular portfolio reviews and due diligence.

David Moore is a CFP® with 41 years of industry experience, currently affiliated with Independent Solutions Wealth Management, LLC and Peak Brokerage Services, LLC. His career includes roles at Cambridge Investment Research Advisors, Inc., American Portfolios Financial Services, Inc., and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved with The Financial Guys, a radio show and DBA focused on wealth management. 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 process across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers, complemented by regular due diligence and portfolio reviews.

Arthur Mcrae is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years before joining his current firm in 2024. Mcrae serves as a board member and treasurer volunteer for Buffalo City Mission, a housing mission for the homeless. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management through a national network of independent adviser representatives, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Ryan Hanlon is a financial advisor at Courier Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at M&T Bank and Essendant. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, retirement plan consulting, and access to alternative investments.

Jonathan Domino is a Series 65-licensed advisor at OneSeven with two years of industry experience. His prior roles include positions at Catapult Consulting and Circuit Clinical. Jonathan is based in Buffalo, NY. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with diversified portfolios including mutual funds, ETFs, stocks, bonds, and access to alternative investments and private placements when appropriate.

Brian Webb is an investment advisor at Independent Solutions Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Peak Brokerage Services, LLC, and MHA Zentgraf. Outside of financial advising, he owns Webb Marketing Agency, a business he has operated since 2019. Independent Solutions Wealth Management is an SEC-registered firm providing financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and emphasizes strategic asset allocation and manager selection through a range of model portfolios and tactical strategies.

Lauren Gidley is a financial advisor with Prosperity Wealth Management, Inc. in San Ramon, CA, holding Series 63, 65, and 66 designations and bringing 36 years of industry experience. She has worked at Prosperity Wealth Management since 2017 and previously at First Allied Advisory Services and First Allied Securities. Outside of her advisory work, she is an author of a financial planning paper titled "Take Control of Your Financial Future" and is involved in a family business selling Amway products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients and emphasizes continuous, tailored portfolio supervision with a diversified investment approach and ongoing oversight of recommended third-party managers.

Michael Lomas is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Peak Brokerage Services LLC, Blackridge Asset Management LLC, and Neiman Funds Management, where he serves as a director and active owner of the Neiman Large Cap Value Fund. Outside of advisory work, he is involved in media and insurance through Financial Guys, LLC, and owns a drag race car team, Lomas Motorsports. Independent Solutions Wealth Management provides advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across mutual funds, ETFs, and individual securities. The firm emphasizes strategic asset allocation, manager due diligence, and a mix of fundamental and technical analysis, incorporating tactical strategies and proprietary mutual fund offerings.

Louis Rivera is a financial advisor with Ethos Financial Group, LLC, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience, including prior roles at Cadaret Grant, Inc., Alden Investment Advisors LLC, and J. Alden Associates, Inc. In addition to his advisory work, Rivera is an independent insurance salesman specializing in health, life, disability, and annuity products. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management, financial and estate planning, and consulting services. The firm utilizes model portfolios and a core allocation strategy focused on diversified, risk-conscious index-based exposures, supported by third-party research and optional tax-overlay management.

Rebecca Westervelt is a financial advisor with Courier Capital, LLC, holding five years of industry experience. She previously worked at HNP Capital, LLC for six years and at Generation Capital, LLC for fourteen years. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans, employing an asset-allocation approach tailored to client profiles and overseen by an Investment Committee. The firm manages client assets on a discretionary basis, conducting structured due diligence on third-party managers and offering access to a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.