Andrew Kiefer is a financial advisor at Emergent Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Legend Advisory Corporation. Outside of finance, he serves as a Police Captain supervising the patrol division for the Village of Kenmore. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm develops investment programs tailored to client goals and risk tolerance, utilizing both in-house management and third-party platforms.

William Deacon is a CFP® professional with 13 years of industry experience, currently serving as an advisor at McCollum Christoferson Group, LLC since 2015. He previously worked at Wells Fargo Advisors from 2012 to 2015. McCollum Christoferson Group provides discretionary investment management primarily to individual and high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm creates customized portfolios focused on individual equities, combining fundamental and technical analysis while incorporating ETFs and mutual funds.

Patrick Sheelar is a CFP® with three years of industry experience, currently serving at Countryside Financial LLC. He has prior experience at Blackridge Asset Management, LLC and has been affiliated with Countryside Financial NY and Peak Brokerage Services, LLC. Outside of his advisory role, he works as a soccer referee. Countryside Financial LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm utilizes model portfolios and third-party sub-advisors on the AssetMark platform and also offers annuity and direct-at-fund mutual fund account management.

Jeremy Wagner is a financial advisor at Emergent Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC. Wagner also maintains a licensed insurance practice as a sole proprietor. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm develops investment programs tailored to client goals and risk tolerance, utilizing both internal management and third-party platforms.

Abbey Gwin is a CFP® and ChFC® with 19 years of experience in the financial services industry. She is currently with Countryside Financial LLC and has held positions at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Gwin is also a licensed life insurance agent. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management across brokerage accounts and specialized vehicles. The firm uses model portfolios and third-party sub-advisors under discretionary authority and offers financial planning as a separate service.

Juliana Janson is a financial advisor at Buffalo First Wealth Management, LLC with a Series 65 credential and three years of industry experience. Prior to joining Buffalo First Wealth Management in 2021, she held positions at Trocaire College, Buffalo Niagara Partnership, and Goodwill of WNY. Buffalo First Wealth Management provides discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations, with approximately $91.7 million in discretionary assets under management. The firm serves a range of clients including high-net-worth individuals and offers employer-sponsored retirement plan and endowment consulting.

Jacqueline Tedesco is a financial advisor at Rabenold Advisors, Inc. with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, UBS Financial Services, and a design studio. Rabenold Advisors, Inc. provides investment management and financial planning services primarily to individuals and families. The firm emphasizes asset allocation based on Modern Portfolio Theory, uses diversified mutual funds, ETFs, equities, and fixed income, and integrates ongoing financial planning with investment management.

William Davis is a financial advisor at O’Bannon & Davis Inc. with Series 65 and Series 63 designations and three years of industry experience. He has been with O’Bannon & Davis Inc. since 1992. O’Bannon & Davis provides advisory services to individuals, businesses, not-for-profits, and pension plans, offering portfolio management, financial planning, pension consulting, and insurance advice. The firm employs both fundamental and technical analyses to manage custom portfolios on a discretionary basis.

Matthew Johnson is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with McCollum Christoferson Group, LLC since 2022. His prior work includes roles at Office Max, Target, Canisius College, Tops Markets, and Pizza Hut. McCollum Christoferson Group provides discretionary investment management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm constructs customized portfolios focused on individual equities through fundamental and technical analysis and also incorporates ETFs and mutual funds, managing accounts on a discretionary basis with ongoing portfolio monitoring.

Daniel Webster is a financial advisor at Orchestral Financial Group Inc. in Amherst, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Orchestral Financial Group since 2019. Webster also co-founded Environmentally Helpful Products LLC, an unrelated business venture established in 2007. Orchestral Financial Group provides financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a top-down macroeconomic and firm-level fundamental analysis approach combined with technical analysis to construct diversified portfolios across multiple asset classes.

Jeffrey Cashmore is a financial advisor at Members Advisory Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, focusing on ongoing financial planning and discretionary portfolio management. The firm’s investment approach uses fundamental analysis and offers tailored client relationships with periodic account reviews.

Connor Allan is a financial advisor with Members Advisory Group, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors. Outside of finance, he has been involved with Events at the Wurlitzer since 2019. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management based on fundamental analysis and tailored investment strategies. The firm manages approximately $443.2 million in client assets and serves over 900 clients across six offices.

Mark Narby is a financial advisor with Western New York Financial Group, LLC in Buffalo, NY, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He previously worked at Next Financial Group Inc. for eight years and Cantella & CO., Inc. for one year. Outside of his advisory role, Narby acts as a broker for fixed annuities related to structured settlements and provides quotes for life, health, and long-term care insurance products. Western New York Financial Group serves individuals, corporations, and retirement plans with financial planning, portfolio management, and estate settlement services. The firm uses a proprietary investment model based on technical analysis, tailoring portfolios to clients’ objectives and risk tolerance while actively managing and rebalancing accounts.

Scott Cashmore is a financial advisor with Members Advisory Group, LLC, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management. The firm manages approximately $443.2 million in client assets across six offices and employs fundamental analysis with both long- and short-term investment strategies.

George Harris is a CFP® with 33 years of experience in the financial advisory industry. He joined Bentham Wealth Advisors in 2024 after seven years at Lincoln Investment and prior roles at Legend Advisory Corporation and Legend Equities Corporation. Bentham Wealth Advisors serves individuals, families, and employer-sponsored benefit plans, managing around $110.1 million in discretionary assets across approximately 218 accounts. The firm’s investment approach focuses on goal- and risk-based asset allocation using low-cost funds, with periodic rebalancing and incorporation of technical and cyclical analysis.

Charles Hanny is a CFP® professional with 28 years of industry experience, currently serving at Emergent Wealth Advisors, LLC. His prior roles include positions at Leigh Baldwin and CO. and American Portfolios Financial Services, Inc., among others. Outside of his advisory work, he is involved with 7 Layton Inc., a multi-family rental property business. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm customizes investment programs based on client goals and risk tolerance, utilizing both in-house and third-party managers.

Jonathan Lupo is a financial advisor with Fealty Group LLC in Niagara Falls, NY, holding Series 63 and Series 66 designations and bringing six years of industry experience. Prior to joining Fealty Group in 2023, he worked at M&T Bank, Equitable Advisors, Merrill Lynch, and also spent two years at Gigi's Cucina Povera. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, employing a combination of charting, cyclical, fundamental, and technical analysis to implement tailored long-term and short-term trading strategies. The firm manages a small client base with roughly $3 million in discretionary assets and includes crypto/digital asset exposure as part of its portfolios.

Shaun Laper is a financial advisor at Delaware Avenue Advisors Inc. with a Series 65 designation and experience in various roles including AML compliance and retail positions. He previously worked at AML RightSource, Bigger and Better Bakery, Best Buy, and Watson Bowman Acme. Delaware Avenue Advisors provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of active and passive strategies, guided by client-specific Investment Policy Statements and multiple analytical approaches, to manage approximately $27 million in discretionary assets.

Alexander Skabry is a financial advisor at Harvest Capital Assets, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Harvest Capital Assets since 2010. The firm provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients, tailoring portfolios to client goals and employing a variety of investment strategies and vehicles. Harvest Capital Assets manages all client assets internally and offers access to private placements, venture capital, and higher-risk trading strategies without an account minimum.

Jeremy Wadsworth is a CFA® charterholder with five years of industry experience. He is currently affiliated with North Woods Wealth Management and previously worked at Landmark Wealth Management. Jeremy has been with North Woods Asset Management since 2017. North Woods Wealth Management provides discretionary investment management, retirement plan consulting, and participant account management to individuals, trusts, and retirement plans. The firm applies a “Three Filter” investment process combining passive and active strategies and manages portfolios across four archetypes, serving both high-net-worth and non-HNW clients.