Elise Murphy is a CFP® with five years of industry experience, currently advising at Level Financial Advisors, Inc., where she has worked since 2012. She is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models and offers direct indexing for qualifying taxable accounts, alongside financial-planning-only engagements on flat-fee or hourly bases.

Patrick Collins is a CFP® with two years of industry experience, currently serving as a financial advisor at WNY Asset Management, LLC in Williamsville, NY. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Sandhill Investment Management. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, using diversified allocations and a blend of fundamental, technical, and charting analysis within defined asset-allocation programs.

Judy Sescil is a CFP® professional with 13 years at WNY Asset Management, LLC and a total of 15 years in the financial industry. She also operates her own CPA/PFS firm. WNY Asset Management provides discretionary investment advisory and financial planning services to individuals, business entities, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm employs diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment approach.

Diane Kazak is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes long tenures at Cadaret, Grant & Co., Inc. and ongoing involvement in her own tax preparation and accounting business, Kazak Business Services. She is also a notary public. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting. The firm employs a client-focused approach with diversified asset allocation and offers educational seminars and collaborations with other professional service providers.

Debra Brown is a CFP® professional with 12 years of experience in financial advising. She is currently with WNY Asset Management, LLC and has also worked at LPL Financial LLC and Cadaret, Grant & Co., Inc. since 2014. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting. The firm uses diversified asset allocation strategies across multiple asset classes and maintains relationships with other professional service providers, including CPAs and attorneys.

Brian Laible is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 12 years of industry experience. He has been with Landmark Wealth Management since 2011. In addition to his advisory role, Mr. Laible is a Certified Public Accountant and may provide income tax preparation and accounting services under separate agreements. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios and integrates accounting and tax services through its CPA representatives.

Kevin Sullivan is a financial advisor with Warner Wealth in Lockport, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. He is a published author and hosts a podcast focused on wealth management for physicians. Additionally, he is involved in youth leadership at his local church. Warner Wealth serves individuals, families, and business owners, providing comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm employs a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and integrates multi-generational engagement with collaboration alongside clients’ accounting and legal professionals.

Colin Healy is a financial advisor at Pathway Partners Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for 13 years. Outside of his advisory role, he serves as president of The TashaStrong Foundation, a charitable organization that raises funds and awareness for cancer research, and is the founder of The Advisor Network, a web-based platform for financial professionals to share industry knowledge and training. Pathway Partners Wealth Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, managing approximately $58 million across about 247 client relationships. The firm provides discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Alyssa Bogardus is a CFP® at Level Financial Advisors, Inc. with three years of industry experience. She has been with Level Financial Advisors since 2021, following prior roles in education at Edinboro University and Girard High School. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, incorporating tools like direct indexing and AI-assisted meeting documentation.

Zachary Shroyer is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Brock, Schecter & Polakoff, LLP. Outside of his advisory role, he provides administrative support to WNY Asset Management. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of investment strategies and maintaining relationships with other professional service providers.

Mark Collard is a financial advisor at Landmark Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2005. Outside of his advisory role, he serves as a board member for Try-It Distributing, providing advisory support on business matters. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified, asset-allocated portfolios and integrates accounting and tax services through affiliated CPAs.

Laureen Syta is a CFP® professional at WNY Asset Management, LLC with 12 years of industry experience. She has worked previously at LPL Financial, Cadaret Grant, and Relationship Velocity. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, businesses, and various institutional clients. The firm serves both non-high-net-worth and high-net-worth clients using diversified investment strategies and offers educational seminars and workshops at no charge.

Paige Lunghino is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has previously worked with LPL Financial, Cadaret, Grant & Co., Inc., and Cambridge Investment Research. Outside of advisory roles, she is involved with Shorecliff Equine Partners LLC. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves a broad client base and employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and unaffiliated independent managers.

Anthony Vecera is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Cadaret, Grant & Co., Inc. He is also involved with WNY Tax Planners LLC, a tax preparation and accounting business. WNY Asset Management serves individual investors, business entities, trusts, pension plans, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and third-party managers, while offering educational seminars and maintaining professional service relationships.

Joseph Titus is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wilmington Advisors at M&T and LPL Financial LLC. Pathway Partners Wealth Advisors serves individual clients, including high-net-worth individuals, managing approximately $58 million across about 247 client relationships. The firm offers discretionary portfolio management and integrated financial planning, using asset allocation and model-driven strategies based on modern portfolio theory and fundamental analysis.

Rosanne Braxton is a CFP® professional with 12 years of industry experience. She has been with Level Financial Advisors, Inc. for 39 years, where she is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, utilizing tools such as direct indexing and AI-assisted data consolidation.

Ronald Kotas is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for over 25 years and has been with WNY Asset Management since 2010. In addition to his advisory role, he is involved in tax preparation and accounting through Kotas & Kotas CPA PC. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary portfolio management, financial planning, and consulting. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, and ETFs, and collaborates with CPAs and attorneys to support client needs.

Steven Sanders is a financial advisor at WNY Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2012. Prior to that, he was associated with Cadaret, Grant & Co., Inc. and served on the Town of Amherst board. Outside of his advisory role, he is a Certified Public Accountant with a private practice and serves as treasurer of the Cleveland Business Association. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and independent managers, with ongoing monitoring and client communication.

Jonathan Petrie is a CFP® professional with 11 years of industry experience. He is currently with WNY Asset Management, LLC and has prior experience at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Petrie is also involved with ClearPlan Financial, Inc. and maintains a business entity for tax and investment purposes. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a diversified investment approach across multiple asset classes and offers educational seminars and workshops.

Jeffrey Viksjo is a financial advisor at Ogorek Wealth Management, LLC with 5 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ogorek Wealth Management in 2017, he worked at KeyBank from 2016 to 2017. Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, and nonprofit organizations. The firm employs fundamental and technical analysis in its investment strategies and manages approximately $559 million in client assets with a two-advisor team.