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.

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.

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 Series 66-licensed financial advisor with seven years of industry experience. He has worked at Fealty Group LLC since 2023 and previously held roles at GWN Securities, Inc and Equitable Advisors. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, managing a small client base with roughly $2.96 million in discretionary assets. The firm employs a range of analysis techniques and strategies including charting, cyclical, fundamental, and technical analysis, and offers exposure to crypto and digital assets as part of its managed portfolios.

William Williams is an advisor at Lytle Investments with 28 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work 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 serves individuals, trusts, retirement plans, and corporations. The firm emphasizes strategic, long-term asset allocation with tactical adjustments and integrates retirement plan consulting, including Plan and Fee reviews and participant education.

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 worked at Harvest Capital Assets since 2018, following prior roles at Wells Fargo Advisors and Edward Jones. Harvest Capital Assets LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes a variety of investment strategies and manages approximately $72 million in client assets across 246 accounts.

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® with 30 years of industry experience and currently serves at Emergent Wealth Advisors, LLC. His prior roles include positions at Leigh Baldwin and Co., American Portfolios Financial Services, Inc., and Fahey Financial. Outside of advisory work, he operates as a licensed insurance agent. Emergent Wealth Advisors provides discretionary asset management and financial planning services to individual clients, trusts, estates, charitable organizations, and business entities. The firm develops investment programs tailored to clients’ goals and risk tolerance, utilizing both in-house and third-party managers across multiple 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.