William Davis is a financial advisor at O'Bannon & Davis Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. He has been associated with O'Bannon & Davis Inc. since 1992. O'Bannon & Davis provides advisory services to individuals, businesses, not-for-profit organizations, and pension plans, offering portfolio management, financial planning, pension consulting, and insurance advice. The firm uses both fundamental and technical analysis and manages accounts on a discretionary basis tailored to clients’ investment objectives and risk profiles.

Matthew Johnson is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He has been with McCollum Christoferson Group, LLC since 2022. Prior to his advisory role, his work history includes positions at Office Max, Target, and Canisius College. McCollum Christoferson Group provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to manage portfolios primarily focused on individual equities, with increasing use of ETFs and mutual funds, tailoring strategies to client risk tolerance and objectives.

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.

Scott Cashmore is a financial advisor with Members Advisory Group, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and 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 using fundamental analysis and both long- and short-term investment strategies. The firm manages approximately $443 million in client assets and serves around 900 clients with tailored investment relationships.

George Harris is a CFP® professional with 32 years of industry experience. He currently serves at Bentham Wealth Advisors and previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Bentham Wealth Advisors serves individuals, families, including high-net-worth clients, and employer-sponsored benefit plans. The firm employs a goal- and risk-based asset allocation approach grounded in Modern Portfolio Theory, focusing on low-cost funds, periodic rebalancing, and incorporates technical and cyclical analysis in its investment process.

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 at Fealty Group LLC with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at M&T Bank, Equitable Advisors, and Merrill Lynch. Outside of finance, he has experience in the food industry through his work with Gigi's Cucina Povera. Fealty Group LLC provides discretionary portfolio management and financial planning to individual clients, managing a small client base with approximately $2.96 million in discretionary assets. The firm employs a combination of charting, cyclical, fundamental, and technical analysis, including long-term and short-term trading strategies, and offers crypto/digital asset exposure as part of its portfolios.

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.

Dawn Robinson is a financial advisor with Shield Wealth Advisors in Williamsville, NY, holding a Series 65 credential and nine years of industry experience. She has worked at Robinson Tax Service since 2017 and serves as president of WNY Safe Solutions Consulting, a security and safety consulting firm. Shield Wealth Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, employing both direct asset management and third-party sub-advisors to tailor portfolios.

Robert Florian is a CFP®-credentialed financial advisor with Florian Financial Group LLC in Williamsville, NY, bringing 30 years with the firm and four years of industry experience. He is involved in a wellness app partnership called Well Fit Plus, which focuses on app functionality and marketing. Florian Financial Group LLC manages approximately $215 million for about 245 clients, including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, written financial planning, and ERISA advisory services using tactical asset allocation and risk-managed strategies informed by third-party research.

Steven Witter is a CFP® professional with 19 years of industry experience. He is currently an advisor at Bentham Wealth Advisors, having previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he owns Student Loan Steve, a student loan planning firm serving students, parents, and employers. Bentham Wealth Advisors serves individuals, families, and employer-sponsored benefit plans, managing $110.1 million in discretionary assets across 218 client accounts. The firm’s investment approach emphasizes goal- and risk-based asset allocation using Modern Portfolio Theory, low-cost funds, and periodic rebalancing, with additional use of technical and cyclical analysis.

Alan Mollot is a CFP® and ChFC® with 49 years of industry experience. He is a principal at Mollot & Hardy, Inc., where he has worked since 2008, and previously held roles at FSC Securities Corporation and Osaic Wealth, Inc. Outside of his advisory work, Mollot serves as president of the Forum Club, a social organization based in Buffalo, NY. Mollot & Hardy, Inc. provides investment management, financial planning, and retirement-plan services to individual and high-net-worth clients as well as retirement plan sponsors. The firm manages approximately $73.2 million in assets and offers portfolio management, fiduciary consulting, and written financial plans, utilizing mutual funds, ETFs, and third-party sub-advisers through platforms like Osaic Wealth.

Christian Miller is a financial advisor at Fealty Group LLC in Niagara Falls, NY, holding a Series 66 designation with six years of industry experience. His prior roles include positions at GWN Securities, Inc., Equitable Advisors, LLC, and A Plus Accounting. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, using written Investment Policy Statements and regular portfolio monitoring. The firm manages a small client base with approximately $2.25 million in assets under management and incorporates crypto and digital asset exposure as part of its investment services.

William Williams is a financial advisor with Lytle Investments, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior work history includes roles at Fisher Investments, Brookstone Capital Management, and Prudential Insurance Company of America. Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million and serving individuals, trusts, retirement plans, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach that emphasizes long-term asset allocation combined with tactical adjustments.

James Hedges II is a financial advisor at Harvest Capital Assets, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Harvest Capital Assets, LLC provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm manages all client assets in-house, employs a variety of investment strategies including private placements and venture capital, and operates without an account minimum.

Stephen Tripodi is a financial advisor at Argus Equity Partners, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Portfolio Advisors Alliance from 2011 to 2019. Outside of his advisory role, he has been involved in real estate ownership since 1978. Argus Equity Partners provides ongoing portfolio management to individuals, including high-net-worth clients, as well as corporations and business entities. The firm uses a fundamental analysis-based investment process, combining model allocations with client-specific recommendations and regular portfolio monitoring.

Nicholas Efthemis is a CFP® professional with 29 years of industry experience, currently affiliated with Emergent Wealth Advisors, LLC. His career includes roles at Leigh Baldwin and Co., American Portfolios Financial Services, Inc., and operating as a sole proprietor. Outside of his advisory work, he is licensed as an insurance agent. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and limited fiduciary retirement plan services. The firm customizes investment programs based on client goals and risk tolerance, utilizing both in-house and third-party management platforms.

Cheryl Fluker is a financial advisor at Members Advisory Group, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at 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 million in client assets and serves over 900 clients, using a fundamental analysis approach with both long- and short-term investment strategies.