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.

Kristyna Hassler is a financial advisor at Sandhill Investment Management with five years of industry experience. She holds a Series 65 designation and has been with Sandhill Investment Management throughout her career. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts by offering discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm’s investment process is research-driven, focusing on fundamental analysis and long-term equity positions, and it also provides retirement plan consulting and access to alternative investments for accredited clients.

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 previously at firms including Bank of America and Merrill. Fetter is the founder of Zenith Capital, a business that connects buyers and sellers, raises capital, and manages client assets. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools.

Michael Zimmer is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC. Outside of his advisory work, he is involved with a radio show marketing entity called The Financial Guys. 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 and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers.

David Lefebre is a financial advisor with Lasalle St. Investment Advisors, L.L.C. He holds a Series 63 designation and has seven years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Lincoln Investment, and HSBC Securities USA, Inc. Outside of advising, he works as a bartender at First Line Brewing. Lasalle St. Investment Advisors provides 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, with a notable predominance of non-discretionary assets under management.

Michael Sirianno is a financial advisor at Zacks Investment Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, LPL Financial, and Northwest Bank. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis driven by proprietary stock-ranking models and offers a wide range of investment strategies, serving both direct clients and third-party advisers.

Alexander Long is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Peak Brokerage Services, Silver Grove Advisory Services, LPL Financial, and Specific Solutions, Inc. Outside of his advisory work, he serves as a college consultant providing financial aid form preparation through Send Your Kids to College. Blackridge Asset Management delivers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and referrals to third-party money managers through an online platform, with many client accounts managed on an affiliated turnkey asset management platform.

Michael Dilullo is a CFP® with 44 years of industry experience, currently affiliated with Capital Analysts. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as Treasurer and peer facilitator for the Laurel Love Center for Grief and Hope, a nonprofit grief center. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.

Jack Haxton is a wealth manager at Independent Solutions Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles including positions at Peak Brokerage Services, LLC and Golf Galaxy prior to his current role. 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 services including mutual fund, ETF, and stock portfolio management, tactical portfolio models, and third-party 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 the Series 66 and Series 63 credentials and has previously worked at Merrill, Bank of America, Key Investment Services, and KeyBank NA. Kuzmkowski serves as a committee member for the Boy Scouts of America, Seneca Waterways Council, helping to plan 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 tailored to client profiles and offers discretionary portfolio management, financial planning, and access to alternative investments, with an emphasis on due diligence and monitoring of third-party managers.

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 financial advisor at Capital Analysts with 27 years of industry experience. He holds the CFP® designation along with Series 63, Series 65, and Series 66 licenses. His prior experience includes 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, retirement plans, trusts, foundations, charities, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple approaches, supported by an in-house Investment Management & Research team and proprietary fund screening tools.

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.