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® credentialed advisor with 48 years of industry experience at Mutual of Omaha Investor Services, Inc., where he has worked since 1974. He is president and sole stockholder of Boucounis Financial Services Inc. and serves on the Stewardship and Outreach Committee of the Annunciation Greek Orthodox Church. His community involvement also includes volunteering at Roswell Park Comprehensive Cancer Center and assisting with the Annunciation Church Orthodox Action Soup Kitchen. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts primarily through its network of Investment Advisor Representatives who utilize approved products and platforms.

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. for six years. Outside of his advisory role, Wallace is a committee member of the International Junior Masters Golf Tournament and serves on the board of the East Aurora Country Club. LaSalle St. Investment Advisors provides fee-based financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of active and passive investment strategies across various asset classes and is notable for managing a substantial portion of its assets on a non-discretionary basis.

Charmaine Kaes is a financial advisor at Blackridge Asset Management, LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PEAK Brokerage Services, LLC and Cambridge Investment Research, Inc. Outside of her advisory role, she is the president and owner of Compensation Services, Inc., a pension administration business she has led since 1979. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach includes using client risk profiles, model portfolios, third-party managers, and a multiphase due diligence process for sub-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.

Mark DiMaria is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at National Life Group, Winnow Wealth, LLC, CreativeOne Securities, LLC, and G.A. Repple & Company. Outside of his advisory work, he operates a medical courier service and insurance sales business under InCareLife Services Inc., focusing on life, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a range of portfolio strategies using quantitative, fundamental, technical, and modern portfolio theory analyses.

Gwendolyn Bork is a financial advisor with Capital Analysts, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Lincoln Investment Planning, LLC since 2019 and previously held roles at Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of her advisory work, she is a published author, serves on nonprofit boards focused on addiction prevention and student mentorship, and holds a position on the Alden Town Council. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a focus on in-house model portfolios and third-party manager access, supported by a proprietary mutual fund screening process.

Kayla Boron is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and has four years of industry experience. She has previously worked at Peak Brokerage Services and has a background that includes roles at InstaCart, Seneca Buffalo Creek Casino, Connors LLP, and Delta Sonic. Outside of her advisory work, she serves as an assistant for a nonprofit focused on college planning. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing tailored asset-allocation models and access to third-party money managers and advisory programs.

Dustin Emerling is a CFP® with 11 years of industry experience, currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has worked at Cadaret, Grant & Co., Inc. since 2013 and has prior experience at Target Corp. Emerling is also a partner in an insurance agency and sells life, accident, and health insurance products. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across various asset classes and manages a significant portion of assets on a non-discretionary basis.

Thomas Pontrello is a CFP® with 39 years of industry experience, currently serving as an advisor at Capital Analysts. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He is also a partner at Legend Wealth Management, LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party managers, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.

Russell Gaiser is a CFP® with five years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, and healthcare organizations such as Roswell Park Comprehensive Cancer Center. Outside of advising, he contributes personal finance columns to The Street, teaches Social Security optimization courses, and is a book author through Beyond Break Even, LLC. Independent Solutions Wealth Management is an SEC-registered firm managing approximately $1.54 billion in client assets. It serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, employing a strategic asset allocation process with “Best in Breed” manager selection across broad risk profiles.

James Cecchini II is a CFP® with 35 years of industry experience, currently affiliated with Capital Analysts in Amherst, NY. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advising, he is involved in buying and selling automobiles through his business, Unique Car Guy, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management supported by an in-house investment management team and access to third-party managers.

Joseph Schrutt is an Investment Advisor Representative at Blackridge Asset Management, LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PEAK Brokerage Services, LLC and One Life America. Schrutt operates a separate business under the name Xecutive Wealth Strategies. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach involves client risk profiling, model portfolio construction, and sub-manager due diligence, serving clients through fee-based portfolio management and sub-advisory services.