Glenn Wiggle Jr. is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC in addition to his long tenure at Independent Solutions Wealth Management. Outside of advisory work, he is involved in media and insurance businesses, including ownership and management roles in Financial Guys LLC and related entities. 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 using a strategic asset allocation process, model portfolios, and a combination of fundamental and technical analysis.

Daniel Kautz is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes roles at American Portfolios Financial Services, SagePoint Financial, OSAIC, and Cambridge Investment Research. Outside of his advisory work, he is the founder of Retirement By Design, a marketing-related venture. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm delivers tailored portfolio management and consulting services through a network of advisory affiliates and multiple program platforms, including Cambridge-sponsored offerings.

Thomas Hanlon is a CFP® professional with eight years of experience at Courier Capital, LLC, where he has worked since 2016. He is based in Buffalo, NY. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to a diverse client base, including high-net-worth individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets primarily on a discretionary basis using asset-allocation models and conducts ongoing due diligence through an Investment Committee.

Peter Grogan is a CFP® with 44 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2012. He previously worked at Girard Securities, Inc. from 2012 to 2017. Grogan is also a treasurer and trustee for the Julian R & Varue W Oishei Foundation in Williamsville, New York. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services, including sub-advisory and consulting, supported by its technology platform FinLife Partners, which assists other independent advisors.

Nicholas Maloney is a financial advisor with Belpointe Asset Management LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MSI Financial Services Inc, and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in fixed insurance sales focused on life insurance and fixed annuities. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers, managing approximately $7.6 billion in client assets. The firm offers discretionary investment management and financial planning, utilizing a blend of passive, active, and tactical strategies tailored by individual advisors.

Gerald Cole is a CFA® charterholder with 30 years of industry experience. He has worked at F.L. Putnam Investment Management Company since 2024 and previously spent 29 years at Arbor Capital Management Corp. F.L. Putnam serves a diverse client base including individual investors, families, and various institutional entities. The firm offers customized, team-based investment management and consulting services that utilize a combination of internally managed strategies and third-party managers across multiple asset classes.

Kasey Wopperer is a financial advisor with OneSeven holding a Series 65 credential and four years of industry experience. Prior to joining OneSeven, Wopperer worked at Generation Capital Management and Manning & Napier. Wopperer is a volunteer treasurer and board member of the Home and School Association of St. Gregory the Great School. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Meaghan Wright is a CFP® with 10 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. She has been with Manning & Napier since 2014 in various capacities. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles while also managing separately managed accounts and offering fiduciary retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Susannah Ryan is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at Blackridge Asset Management and Independent Solutions Wealth Management since 2015. Outside of her advisory role, she is a notary public and involved in insurance activities with The Financial Guys, LLC. 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 utilizes both fundamental and technical analysis in portfolio management, offering discretionary and non-discretionary strategies including mutual funds, ETFs, and third-party managers.

Kurt Knoess is a financial advisor at M HOLDINGS SECURITIES, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MML Investors Services, MassMutual, and Foresters Financial Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory.

Daniel Toole is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. He holds the Series 63 designation and previously worked at Arbor Capital Management, Corp for six years and Atlantic Capital for twelve years. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm provides customized, team-based investment management, financial planning, and advisory services across various asset classes, incorporating both internally managed strategies and third-party managers.

John Thur is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He has been with Independent Solutions Wealth Management, LLC since 2013. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm emphasizes strategic asset allocation across a five-tier risk spectrum and employs both fundamental and technical analysis in portfolio management.

Bartolo Panepinto is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process developed with HSBC Global Asset Management and utilizes affiliated and third-party providers for advisory, fund selection, and administrative services.

Gregory Ahrens is a CFP®, ChFC®, and Series 63 registered financial advisor with 18 years of industry experience. He has been with Guardian Life since 2011 and currently serves clients through Park Avenue Securities. Ahrens also operates under the Praxis Financial Group LLC brand, where he dedicates a majority of his professional efforts. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Daniel Stoll is a financial advisor with Eagle Strategies (New York Life) based in Lockport, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 1998. Outside of his financial advisory roles, he is also active as a musician on a part-time basis. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types aimed at tailoring solutions to client objectives and operates mostly on a non-discretionary asset management basis within the New York Life affiliate network.

Andrew Fox is a financial advisor with HSBC Securities (USA) Inc. in Williamsville, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2013, with prior experience at Fifth Third Securities, Inc. and Truist Investment Services, Inc. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary programs. The firm employs a structured investment process incorporating multiple risk profiles and uses affiliated and third-party providers for advisory, fund selection, and custody services.

Andrew Pokriki is a financial advisor with Eagle Strategies (New York Life) based in Williamsville, NY. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Equitable Advisors, LLC and has a diverse work history including roles at Uber, DoorDash, and Amazon. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Joshua Denz is a CFP® and holds a Series 66 license, with three years of industry experience. He has been with Lincoln Investment since 2023 and has prior experience with Canisius College and the University at Buffalo. Outside of his advisory role, he also works as a sales associate assisting senior representatives in financial services. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and various third-party managers.

Matthew Collard is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked for Pratt Collard Buck Advisory Group for ten years. Mr. Collard serves as the Honorary Consul of the Federal Republic of Germany for the eight western New York State counties. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s fiduciary-based advisory model utilizes both proprietary platforms and third-party managers to deliver a range of investment strategies.

Kristin Meyer is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 18 years of experience in the industry, including prior roles at ATT Financial Group/American Portfolios Financial Services and Nucci Financial. Outside of her advisory work, Meyer is a group fitness instructor and serves on community and civic boards in Niagara County. United Planners Financial Services serves a diverse range of clients, including individuals, corporations, charitable organizations, and institutional investors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a focus on largely non-discretionary asset management.