Austin Willison is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 credential and has worked at Lincoln Investment Planning since 2019. His prior work history includes roles at Uber, Dave & Adam's Card World, Lawley Insurance, and the State University of New York College at Buffalo. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Erik O'Keefe is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2021. Outside of his advisory role, he owns a consulting business and serves in fiduciary capacities such as trustee and personal representative. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Marc Bernstein is a financial advisor at OneSeven with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Sandhill Investment Management. Bernstein has been with MGO ONE SEVEN LLC dba Stone Creek Advisors since 2022. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements and working with unaffiliated Independent Managers and third-party platforms.

Michael Shaver is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and entering the industry with no prior financial advisory experience. His background includes roles in healthcare and education, such as positions at the University at Buffalo Primary Care Research Institute and Buffalo Medical Group. He is also involved with Project TEACH, a nonprofit initiative. 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, individual securities, and third-party managers, alongside ongoing portfolio reviews and tactical strategies.

Mark Conomos is a CFP® with 42 years of industry experience. He is currently affiliated with Capital Analysts and has prior work history at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team and offers a range of advisory services through multiple program structures.

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds the Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of her advisory role, she serves on the advisory board for the Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

Timothy O'Shei is a CFP® with 12 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company. His prior roles include positions at MAI Capital Management, WCG Wealth Advisors, Treloar & Heisel Wealth Management, Ameriprise Financial Services, and Financial Engines Advisors. F.L. Putnam serves individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolio management using both internally managed strategies and third-party managers across various asset classes and incorporates AI tools for limited research support without replacing human decision-making.

Michelle Malone is a financial advisor at B. Riley Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at National Asset Management and United Advisors Services, LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Ronald Reinstein is a financial advisor at Independent Solutions Wealth Management, LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Peak Brokerage Services, Blackridge Asset Management, and Independent Solutions Wealth Management since 2015. Reinstein also teaches community education classes and is involved as a Social Security Certified Claiming Strategist. Independent Solutions Wealth Management is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, using a strategic asset allocation and manager selection process across a range of risk profiles.

John D'andrea IV is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 66 designation and previously served in the US Army for 23 years. Outside of his advisory role, he owns and operates two e-commerce retail businesses, Empire Auction Gallery and Buffalo Empire Trading Company. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and multiple advisory relationships.

Dean Boucounis is a ChFC® with 48 years of experience in the financial services industry, currently affiliated with Mutual of Omaha Investor Services, Inc. since 1974. He serves as president and sole stockholder of Boucounis Financial Services Inc. and has been involved in insurance lines including health, life, and annuities since 1974. Outside of his advisory role, he participates in community service through his work with the Annunciation Greek Orthodox Church’s Stewardship and Outreach Committee, volunteers at the Roswell Park Comprehensive Cancer Center, and assists in meal service at the Annunciation Church Orthodox Action Soup Kitchen. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platforms like Envestnet, supporting client relationships with various third-party money manager options and a range of model portfolio strategies.

Michael Shaver is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Independent Solutions Wealth Management, LLC and has prior experience at PEAK Brokerage Services, Blackridge Asset Management, and Citizens Securities. Since 2002, he has served as Treasurer for the Vision Beyond Sight Foundation 403(b)(c). Independent Solutions Wealth Management, LLC is an SEC-registered advisory firm that provides financial planning and portfolio management 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, manager selection, and tactical strategies across a range of risk profiles.

Jay Blanchard is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, he is involved in practice management and technology consulting, owns a business called Wealth to Womens, and participates in teaching and mentoring activities through Time & Money LLC. He also serves as a fundraiser for the American Widow Project. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers a range of portfolio management strategies, emphasizing strategic asset allocation, model portfolios, and both fundamental and technical analysis in security selection.

Mary Schanzlin is a Certified Financial Planner® at United Capital Financial Advisors with 30 years of industry experience. She has worked at United Capital since 2012 and previously was with Girard Securities, Inc. She serves as a trustee of the James and Kelly Rehak Family Trust and is an investment committee member at The Cullen Foundation, a charitable organization. United Capital Financial Advisors provides national financial planning and discretionary investment management to individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of customizable investment solutions and operates a platform that supports independent advisors through technology and consulting services.

David Mariacher is a financial advisor at Independent Solutions Wealth Management, LLC in Burlington, Kansas, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PEAK Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management utilizing mutual funds, ETFs, individual securities, and third-party managers, with an investment process focused on strategic asset allocation, manager due diligence, and a combination of fundamental and technical analysis.

Steven Gattuso is a CFP® and CFA® at Courier Capital, LLC with four years of industry experience. He has worked at Courier Capital since 2019 and has been affiliated with Canisius College since 2013. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets on a discretionary basis using a range of asset-allocation models and offers access to alternative investments and private placements for accredited investors.

Joseph Bartelo is a CFP® professional at Facet with one year of industry experience. He previously worked at Sanderson Wealth Management, LLC for three years and Chiampou Travis Besaw Kershner for four years. Bartelo is based in Lancaster, NY. Facet serves individual members across various wealth levels through tiered, subscription-based financial planning and implementation services. The firm offers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily focused on ETFs.

Jayce Wallace is a CFP® with 14 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at Cadaret, Grant & Co., Inc. since 2014 and was involved with Floss Agency, Inc. from 2014 to 2020. Outside of advising, Wallace is a board member at East Aurora Country Club and serves on the committee for the International Junior Masters Golf Tournament. 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 programs, utilizing asset-allocation models, a mix of mutual funds, ETFs, equities, fixed income, and options.

Charmaine Kaes is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at PEAK Brokerage Services, LLC and Cambridge Investment Research, Inc. Outside of advising, she is president and owner of Compensation Services, Inc., a pension administration business. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs model-based portfolio management and a mix of fundamental, technical, and charting analysis, working with affiliated platforms and third-party managers.

Donald Buckley is a CFP® professional affiliated with The AmeriFlex Group, with 17 years of experience in the financial services industry. He has held roles at several firms, including Cambridge Investment Research, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is an associate attorney at Stamm Law Firm. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering tailored portfolio management and consulting through a network of advisory affiliates.