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.

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 at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Investment Planning, Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of advising, she is a published author and participates in several community roles such as president of an addiction prevention nonprofit and town council member. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment team and proprietary screening processes, with access to third-party managers and various advisory arrangements.

Kayla Boron is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Blackridge and its affiliate Peak Brokerage Services in 2021, she worked in various roles including positions at InstaCart and Seneca Buffalo Creek Casino. Outside of advising, she serves as an assistant for a nonprofit college planning organization, Send Your Kids to College. 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 via a network of investment adviser representatives. The firm utilizes model-based portfolio management and offers estate-planning support through an online platform, managing most client accounts on an affiliated turnkey asset management platform.

Dustin Emerling is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently an advisor at LaSalle St. Investment Advisors, L.L.C. and has previously worked at Cadaret, Grant & Co., Inc. for 12 years. He is also involved in insurance sales through his role as a partner at Floss, Murphy & Associates LLC, where he sells life, accident, and health insurance products. 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, emphasizing a predominantly non-discretionary asset management approach.

Thomas Pontrello is a financial advisor with Capital Analysts in Getzville, NY. He holds the CFP® and Series 63 designations and has 39 years of industry experience. His prior roles include positions 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, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management with access to third-party managers and employs an in-house investment management and research team to guide its investment decisions.

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®-credentialed financial advisor with 35 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory career, he operates UNIQUE CAR GUY, LLC, a business focused on buying and selling automobiles. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides a range of services including advisor-managed models, third-party manager access, and ERISA retirement plan advisory.

Joseph Schrutt is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing five years of industry experience. He has worked at Blackridge since 2022 and previously held roles at PEAK Brokerage Services, LLC, and One Life America. He also operates a business under the name Xecutive Wealth Strategies. 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 through a network of investment adviser representatives. The firm employs a mix of fundamental, technical, and charting analysis and manages most client accounts via an affiliated turnkey asset management platform using model portfolios tailored to clients.

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. with two years of industry experience. He holds a Series 66 designation and has prior work experience at Cadaret Grant & Co., Inc. Additionally, Kaminska works as a physical therapist at Kaleida Health. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management programs with a notable emphasis on non-discretionary assets.

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 financial advisor at Capital Analysts with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior firms include Lincoln Investment and Legend Advisory Corporation. Miller also maintains an insurance broker role from before his time at Legend Advisory Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and advisory services. The firm employs an in-house Investment Management & Research team that uses proprietary screening methods and offers multiple portfolio options tailored to client needs.

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 Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Lincoln Investment since 2017 and held roles at Legend Advisory Corporation and Legend Equities Corporation from 2014 to 2019. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, offering discretionary and non-discretionary portfolio management through various programs tailored to client needs.