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.

Michael Dilullo is a CFP® with 44 years of experience in the financial industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as Treasurer and peer facilitator on the board of the Laurel Love Center for Grief and Hope, a nonprofit grief center. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jack Haxton is a financial advisor at Independent Solutions Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Peak Brokerage Services, LLC and several other firms. 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 client assets and offers financial planning and portfolio management with a focus on strategic asset allocation and manager selection.

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 63 and Series 66 licenses and previously worked at Merrill, KeyBank NA, and AXA Advisors, among others. Kuzmkowski is a committee member for the Boy Scouts of America, Seneca Waterways Council, where he helps plan outdoor fundraising events. 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, and access to 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.

Marc Panaro is a CFP® professional with 27 years of experience in financial advisory services. He is currently affiliated with Capital Analysts and has held roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual-fund screening process.

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.

Jeffrey Kney is a CFP® with 24 years of industry experience and is currently with Capital Analysts. He has worked at Lincoln Investment since 2017 and held prior roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual-fund screening process and provides investment management both on a discretionary basis through its in-house team and on a non-discretionary basis via advisors and third-party managers.

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.

John Scioli is a financial advisor with Capital Analysts, holding a Series 63 designation and over 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent significant time with Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

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.

Jeffrey Ott is a financial advisor at Capital Analysts with 17 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2017, with prior roles at Legend Advisory Corporation, Legend Equities Corporation, and Edward Jones. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 with Independent Solutions Wealth Management, LLC and The Financial Guys DBA, holding Series 63 and 65 credentials with one year of industry experience. He has worked at several firms including Peak Brokerage Services, MHA Zentgraf, and Globe Life/National Income. Outside of financial advising, he owns Webb Marketing Agency and has been involved with Amway/LTD since 2009. 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 employs strategic asset allocation and manager selection processes, offering a range of portfolio management services including mutual fund, ETF, and stock portfolios as well as tactical strategies and third-party manager selection.

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.