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.

Kristyna Hassler is a financial advisor at Sandhill Investment Management with six years of industry experience. She holds a Series 65 designation and has worked exclusively at Sandhill Investment Management since 2013, with prior experience at Gleacher Fund Advisors LP. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, sub-advisory services, and model portfolios. The firm uses a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation and provides diversified asset allocation strategies, including municipal bond and preferred-equity investments.

James Wilder is a financial advisor with Geneos Wealth Management, Inc. and holds a Series 66 designation. He has 11 years of industry experience with prior roles at firms including Equitable Advisors, Kestra Advisory, and Cornerstone Capital Wealth. Wilder operates Autumn Wealth Management LLC, a non-investment related business, and also works as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, combining continuous account monitoring with a variety of analytic approaches and investment strategies tailored to client needs.

Kurt Fetter is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill. Fetter is also the founder of Zenith Capital, which focuses on connecting buyers and sellers of businesses, raising capital, and wealth management. Savvy Advisors provides investment and financial planning services to individuals, trusts, plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based solutions supplemented by quantitative models and integrates proprietary technology with human oversight in its investment approach.

Michael Zimmer is a financial advisor at Independent Solutions Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including PEAK Brokerage Services, LLC, Blackridge Asset Management, LLC, and Independent Wealth Management LLC. Outside of his primary advisory role, he is involved in marketing and compliance activities with Neiman Funds Management, LLC and participates in a financial radio show called The Financial Guys. 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 through in-house due diligence, offering a range of portfolio management services including mutual funds, ETFs, and private placement brokerage for accredited clients.

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.

Conor Casey is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles at LaSalle St. Securities, Mcdonald Investments Inc., and Goldome Agency. He also holds a life insurance license and is involved in fixed insurance through a specific solutions general agency. 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 approaches, with a notable predominance of non-discretionary assets under management.

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.