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.

Nicholas Verbanic is a CFP® professional with five years of industry experience, currently serving at Trubee Wealth Advisors, Inc. in Buffalo, NY. He has been with the firm since 2021 and previously worked at Nottingham Advisors for 31 years. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm combines fundamental and technical analysis with institutional research to develop personalized investment programs and manages both discretionary and non-discretionary accounts.

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.

Craig Cirbus is a financial advisor with Dopkins Wealth Management, LLC in Williamsville, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Dopkins Wealth Management since 2004. Cirbus holds a New York State Life, Accident & Health insurance license and may make insurance product recommendations in an advisory capacity when requested. Dopkins Wealth Management provides discretionary and non-discretionary investment management for individuals, high net worth clients, trusts, small businesses, and qualified retirement plans, as well as participant-directed employee retirement plan services. The firm employs a Modern Portfolio Theory-based approach focused on diversified, buy-and-hold portfolios using primarily no-load mutual funds and ETFs, coupled with written investment policy statements, portfolio modeling, and periodic portfolio reviews.

Colten Kitcho is a financial advisor at Note Advisors, LLC with a Series 65 designation and two years of industry experience. He has worked at Note Advisors since 2021 and also holds a laborer position at Morris and Stapleton, Inc. outside of securities trading hours. Note Advisors provides financial planning, portfolio management, and consulting services primarily to high-net-worth individuals, families, trusts, and charitable organizations. The firm emphasizes a “planners first, then managers” approach, combining holistic financial audits with coordinated implementation and offers in-house tax preparation and multigenerational wealth coaching.

Henry Urban is an advisor at Miller, Gesko & Company Inc. with four years of industry experience. He has been with Miller Gesko & Co Inc since 2001. Miller Gesko is an independent SEC-registered investment adviser managing approximately $170 million for about 87 clients, including individuals, trusts, estates, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, along with administrative trust services and informal tax planning, using a fundamental analysis approach to build customized portfolios.

Brett Moldenhauer is a financial advisor at Moldenhauer & Associates with 22 years of industry experience. He holds a Series 63 designation and has worked at firms including Commonwealth Financial Network and Merit Financial Advisors. Moldenhauer serves as treasurer for the nonprofit Great Eastern Sun Inc. Moldenhauer & Associates provides financial planning and asset management services to individual investors, 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 Commonwealth’s platform with a focus on wrap fee programs and supervisory oversight of third-party managers.

Erik O'Neill is a CFP® professional with 32 years of industry experience, currently serving at Northcape Wealth Management since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. O'Neill serves as a director of Erie & Niagara Insurance and is an investor in 2Ridge LLC, a patent-related business. Northcape Wealth Management provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers discretionary portfolio management with a focus on tax-aware, risk-adjusted asset allocation, utilizing a combination of active and passive strategies tailored to client objectives.

Michael Glowny is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at WNY Asset Management since 2010 and has been affiliated with Cadaret, Grant & Co., Inc. since 1999. Outside of advisory work, he is president of his own CPA firm and serves as Vice-President of a farming business formed with his son. 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 client-focused asset allocation approach across various securities and offers educational seminars and collaborative services with other professional providers.

Gregory Kotecki is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds a Series 63 designation and has worked previously at Commonwealth Financial Network and Merit Financial Advisors. Kotecki spends a small portion of his time on fixed insurance sales. 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 and consulting services, utilizing a multi-step process for manager selection and oversight, primarily through a platform relationship with Commonwealth.

Brian Hagan is a ChFC® with three years of industry experience, currently serving as a financial advisor at Eaton-Cambridge Inc. He previously worked at Johnson Wealth Management, LLC, Redeem Wealth, ADP, and Best Buy. Outside of finance, Brian creates and distributes music on major streaming platforms and has a partnership with YouTube/Google related to that work. Eaton-Cambridge provides discretionary investment management, financial planning, tax, retirement-plan advisory, and estate-planning services primarily to individuals and entities with assets generally at or above $500,000. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, focusing on long-term asset allocation using low-cost mutual funds and ETFs.

Christian Martinez is a CFP® professional at Sandhill Investment Management with five years of industry experience. He has worked at Sandhill since 2018 and previously held roles at Empire EMCO, Dex.YP, and Inside Sales Team. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients through direct portfolio management, sub-advisory services, and model portfolios for wrap-fee and UMA platforms. The firm emphasizes fundamental, bottom-up research and a long-term, buy-and-hold investment approach, managing pooled vehicles and providing sub-advisory services across multiple platforms.

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.

Michael Arcuri is a financial advisor at Pathway Partners Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Pathway Partners Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The six-advisor team manages approximately $79 million for about 367 clients, employing asset-allocation and diversification strategies implemented via model portfolios and third-party money managers.

Michael Angelucci is a CFP® with six years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked with New Directions Youth and Family Services for over two decades. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs a diversified asset-allocation approach with ongoing management tailored to clients' cash needs and tax situations, and it provides unique offerings such as direct indexing and AI-enhanced account aggregation.

John Canty is a CFP® with 17 years of industry experience. He is currently an advisor at Sandhill Investment Management and previously worked for 14 years at Roosevelt & Cross, Incorporated. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm follows a research-driven investment process focused on fundamental analysis and long-term equity positions.

Daniel Gartland is a financial advisor at WNY Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup and Cadaret Grant & Co., Inc. Gartland also has involvement with a non-variable insurance business in Buffalo, NY. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm serves a range of clients, from non-high-net-worth to high-net-worth individuals, using diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment process.