Donald Buckley is a CFP® with 18 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, OSAIC, and NEXT Financial Group. Outside of financial advising, he is an associate attorney at Stamm Law Firm. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary manager relationships.

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. Her prior roles include positions at Lincoln Investment Planning, Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of her advisory career, she is involved in several community and nonprofit activities, including serving as a town council member, president of an addiction prevention nonprofit, and participating in youth mentorship and business skills advisory boards. Bork is also a published author and an independent recording artist. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of in-house discretionary management, advisor-managed portfolios, and access to third-party managers, supported by its proprietary mutual-fund screening process and nationwide network of independent advisors.

Kayla Boron is an advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at Peak Brokerage Services and Blackridge Asset Management since 2021 and has prior experience in various roles including at Instacart and Seneca Buffalo Creek Casino. Outside of advising, she is involved as an assistant with a nonprofit focused on college planning. 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 offers tailored portfolio management using discretionary and non-discretionary strategies, access to model portfolios and third-party managers, and estate-planning referrals. Blackridge operates a network-based model with affiliated platforms and firms, managing roughly $217 million in discretionary assets across 66 advisors.

Dustin Emerling is a CFP® with 12 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with Ems Financial Services, LLC since 2013. Outside of his advisory role, he is a partner at Floss, Murphy & Associates LLC, where he sells life, accident, health, and property and casualty insurance. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including model portfolios and third-party manager supervision, with a notable emphasis on non-discretionary asset management.

Thomas Pontrello is a CFP® with 39 years of industry experience, currently serving at Capital Analysts. His prior roles include positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1988 to 2017. He is also a partner in Legend Wealth Management, LLC. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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® professional with 35 years of industry experience, currently serving at Capital Analysts. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advising, he is involved in buying and selling collectible automobiles through his business, Unique Car Guy, LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and a dedicated investment management team.

Joseph Schrutt is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at PEAK Brokerage Services, LLC and One Life America. Schrutt operates a DBA named Xecutive Wealth Strategies alongside his advisory role. 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 utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms.

Ryan Coppola is a CFA® charterholder currently with Courier Capital, LLC, where he has worked since 2022. He has prior experience at Citigroup and spent several years in educational roles before entering the financial industry. Courier Capital, LLC provides investment management, retirement plan services, and financial planning to individuals, institutions, and charitable organizations. The firm uses a discretionary asset-allocation approach and conducts ongoing manager due diligence through an Investment Committee.

Michael Kaminska is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has two years of industry experience. Prior to joining LaSalle St., he worked at Cadaret Grant & Co., Inc. and also serves as a physical therapist at Kaleida Health. 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 management programs, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Anthony Szefler is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has previously worked at Blackridge Asset Management and is involved with The Financial Guys and Peak Brokerage Services. Szefler operates from Williamsville, NY. 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 focuses on strategic asset allocation and manager selection across a broad range of risk profiles and offers portfolio management, tactical strategies, and private placement services.

James Miller is a CFP® professional at Capital Analysts with 36 years of industry experience. He has held roles at Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation and Legend Equities Corporation from 2004. He also receives insurance commissions from prior business activities. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and foundations, offering portfolio management, customized model portfolios, and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary in-house management and non-discretionary third-party oversight, utilizing a proprietary mutual fund screening process to construct portfolios.

Stephen Grisko is a wealth advisor at Independent Solutions Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Blackridge Asset Management, PEAK Brokerage Services, LPL Financial, and Five Star Bank. In addition to his advisory role, he is an insurance broker/agent for National Life. 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 mutual funds, ETFs, individual securities, and third-party managers across a five-tier risk spectrum, incorporating both fundamental and technical analysis in its investment process.

Jason Stronz is a financial advisor at Courier Capital, LLC with four years of industry experience. He has been with Courier Capital since 2012, working in various capacities over that time. 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 conducts thorough manager due diligence through its Investment Committee.

John Klingensmith is a financial advisor at Hilltop Securities Inc. with 14 years of industry experience. His prior roles include positions at UBS Financial Services and RBC Capital Markets. Outside of finance, he serves as a Reserve Deputy Sheriff with the Erie County Sheriff's Office during the NFL season. Hilltop Securities serves individual and institutional clients through a range of investment advisory and broker-dealer services. The firm offers open-architecture platforms, managed account programs, and municipal bond strategies, combining custody, banking, and market-making capabilities.

David Constantino is a financial advisor at Capital Analysts with 11 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2017, with prior roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Leonardo Mesa is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2024. His prior experience includes 15 years at Arbor Capital Management Corp and 14 years at Fidelity. F L Putnam serves a diverse client base including individual investors, institutions, and family offices. The firm offers team-based, customized investment management using internally managed and third-party strategies across multiple asset classes, with additional options for sustainable investing and tax-aware rebalancing.

Charles Sperrazza Jr. is a financial advisor with Blackridge Asset Management, LLC, holding 39 years of industry experience. He has been with Blackridge Asset Management since 2021 and is also associated with Peak Brokerage Services, LLC since 2015. Outside of his advisory work, he is involved in acting as a performer with Gravesend, LLC. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives, serving a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a network model with access to model portfolios, third-party managers, and a turnkey asset management platform offering discretionary portfolio management.

Lauren Muscato is a financial advisor at Independent Solutions Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at PEAK Brokerage Services and the University of Buffalo. She is also involved in wealth management under the name 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 employs a strategic asset allocation and manager selection approach, offering services including mutual fund, ETF, and stock portfolio management, as well as tactical portfolio strategies.