Anna Pujolas is a financial advisor at Collins Advisors, LLC in Buffalo, NY, holding Series 65 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and HSBC Bank USA. Collins Advisors provides investment advisory and retirement plan consulting services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm combines multiple analytic methods and a wide range of investment instruments to deliver portfolio management and employer retirement plan consulting through a small team of two advisors managing approximately $176 million.

Mark Narby is a financial advisor with Western New York Financial Group, LLC in Buffalo, NY, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Next Financial Group Inc since 2012. Outside of his advisory role, Narby acts as a broker involved in fixed annuities related to structured settlements for personal injury lawsuits and provides quotes for various insurance products. Western New York Financial Group, LLC serves individual clients and business entities with financial planning, portfolio management, retirement plan consulting, and estate settlement services. The firm uses a proprietary investment model based on technical analysis tailored to client goals and risk tolerance, supplemented by third-party tools for managing held-away assets and recommending custodian relationships for trade execution and reporting.

Jeremy Hudson is a financial advisor at Hudson Advisor Services, Inc. with a Series 65 designation and four years of industry experience. He has held roles at Miller, Gesko & Company Inc. and Hudson Capital Advisory, Inc. Outside of his advisory work, he is involved in property management through HOL Property Management and Vera Beta, Inc. Hudson Advisor Services, Inc. provides comprehensive investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm constructs customized portfolios based on client risk profiles using fundamental, technical, and cyclical analysis, and manages approximately $310 million in assets across about 259 client relationships.

Chelsea Makowski is a CFP®-credentialed financial advisor with SENIOR Financial and Realty Assoc. in Orchard Park, NY, bringing four years of industry experience. She has been with SENIOR Financial and Realty Assoc. since 2017 and previously worked at Bryant & Stratton College and Gap Inc. SENIOR Financial and Tax Associates is a fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using primarily no-load and low-load mutual funds and ETFs, managing accounts mostly on a discretionary basis with regular reviews.

Ryan Collins is a financial advisor at Invictus Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invictus since 2021. His prior experience includes roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Collins is employed at Milestone Consulting, LLC, where he provides consulting services focused on settlement preservation, economic analysis, and protection of government benefits for attorneys and plaintiffs. Invictus Advisory Services offers discretionary portfolio management and financial planning primarily for individuals, trusts, charities, and estates, with a focus on clients receiving personal injury, wrongful death, or workers’ compensation settlements. The firm emphasizes tailored asset allocations, long-term market exposure, and coordination with legal professionals through affiliated settlement-planning and lien-resolution services.

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.

Kristina Saperston is a financial advisor at Saperston Legacy Advisors, Inc. in Hamburg, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her work history includes roles at Brighton Securities Corp and multiple related businesses under the Saperston name. She is involved in several affiliated companies offering private client services and real estate brokerage. Saperston Legacy Advisors provides investment supervisory services and portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes technical and momentum-based analysis alongside fundamental review, using proprietary asset-allocation programs and various research sources.

Nickole Garrison is a CFP® with 13 years of industry experience, currently serving at Garrison Murphy Wealth Management, LLC since 2018. Prior to this, she worked at M&T Securities Inc. and M&T Bank from 2012 to 2018. Garrison is involved in several nonprofit boards, including serving as Audit Committee Chair and Treasurer for the Buffalo Center for Arts and Technology and the WNY Women's Foundation, as well as holding trustee and committee roles with the Buffalo Philharmonic Orchestra Board and the Community Foundation for Greater Buffalo. Garrison Murphy Wealth Management serves individual and high-net-worth clients and pooled investment vehicles, providing integrated wealth advisory services that include financial planning, discretionary portfolio management, and estate planning coordination. The firm emphasizes strategic asset allocation with attention to after-fee and after-tax outcomes and is notable for its advisory role with private funds and a broad range of investment types beyond traditional equities and fixed income.

Jeremy Wadsworth is a CFA® charterholder with nine years of experience in the financial industry. He has worked at North Woods Asset Management since 2017 and previously spent three years at Landmark Wealth Management. He is based in Buffalo, NY. North Woods Asset Management provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans. The firm manages approximately $74.8 million for about 147 clients, using a structured “Three Filter” process that includes long-term asset allocation projections, fund and manager selection, and portfolio-level factor exposure reviews.

Robert Werner is a CFP® and CFA® with 10 years of industry experience, currently serving as Managing Member and Chief Investment Officer at Winthrop Partners – EPA, LLC. He has been with Winthrop Partners and its affiliated entities since 2015. Mr. Werner is not engaged in any other business activities outside his roles at these firms. Winthrop Partners – EPA, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and corporations. The firm employs a top-down and bottom-up approach to asset allocation and stock selection, offering both discretionary and non-discretionary portfolio management tailored to client risk tolerance and goals.

William Wadsworth is a financial advisor at North Woods Wealth Management in Buffalo, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been associated with North Woods Asset Management, LLC since 2015. Outside of his advisory role, Wadsworth is also an independent insurance agent involved in insurance sales. North Woods Asset Management LLC provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans. The firm employs a structured “Three Filter” investment process and emphasizes multi-generational financial planning and consulting services for plan sponsors.

Joseph Chappius is a financial advisor at Under Par Planning LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Northwestern Mutual and its affiliated companies for nearly a decade before joining Under Par Planning in 2020. Under Par Planning LLC provides financial planning, investment management, retirement plan consulting, and tax preparation services for individuals and high-net-worth clients. The firm emphasizes long-term, broadly diversified asset allocation using low-cost mutual funds and ETFs, offering tiered planning memberships and continuous portfolio management tailored to client needs.

Todd Murphy is a CFP® and CFA® with 19 years of industry experience. He is a principal at Garrison Murphy Wealth Management, LLC, where he has worked since 2018. Prior to joining Garrison Murphy, he spent six years at Wilmington Trust Investment Advisors, Inc. Garrison Murphy Wealth Management serves individual and high-net-worth clients as well as pooled investment vehicles, providing integrated wealth advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm emphasizes strategic asset allocation and integrates private and public holdings, also offering advisory services for private funds and other pooled vehicles.

James Taylor III is a financial advisor at Saperston Legacy Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brighton Securities Corp, First Allied Securities Inc., and Summit Wealth Management Inc. Saperston Legacy Advisors provides investment supervisory services and portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm uses proprietary asset-allocation programs and emphasizes technical and momentum-based analysis alongside fundamental review in its investment approach.

Eugene Chaas is a CFA® charterholder with four years of experience as a financial advisor at Delaware Avenue Advisors Inc. He has been a part-time lecturer at Buffalo State College since 2007, teaching courses in investments, estates, and corporate finance. Outside of his advisory and academic roles, he serves as the national treasurer of the Modern Whig Institute. Delaware Avenue Advisors provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm integrates client-specific Investment Policy Statements with macroeconomic, fundamental, technical, and portfoliometric analysis, employing both active and passive strategies across various portfolio types.

Ryan Carney is a financial advisor with Winthrop Partners – WNY, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Winthrop Partners since 2016. Winthrop Partners – WNY, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a discovery process to establish client goals and risk tolerance, implementing portfolios with a mix of individual equities, fixed income, ETFs, and mutual funds across a range of model allocations, and offers specialized services such as a subscription-style planning service and legacy-portfolio management.

Michael Aquino is a CFP® with eight years of industry experience and is currently with Western New York Financial Group, LLC, where he has worked since 2019. He previously worked at Lower River Wealth Management from 2012 to 2020. 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 and tailors portfolios to client objectives and risk tolerance, maintaining oversight even when delegating day-to-day management to third-party advisers.

Neil Farrell is a Series 65-licensed financial advisor with Farrell Financial, bringing three years of industry experience. His background includes roles at The University of Tennessee at Chattanooga, the United States Air Force Academy, and Virginia Commonwealth University. Farrell Financial provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and businesses, managing portfolios on a discretionary basis with a tactical allocation strategy that incorporates fundamental analysis and both long- and short-term trades.

Jeffrey Wolniewicz is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Under Par Planning LLC, where he has worked since 2020. Prior to that, he spent nearly a decade at Northwestern Mutual in various capacities, including wealth management and investment management. Under Par Planning LLC is a state-registered advisory firm serving individuals, high-net-worth clients, retirement plan sponsors, and small business owners. The firm manages approximately $33 million and offers comprehensive financial planning, discretionary investment management, and retirement plan consulting, using a long-term, strategic asset-allocation approach with tax-aware implementation.

Braden Semlitsch is a financial advisor at Capital Insights Group of WNY, LLC., holding a Series 65 designation with one year of industry experience. Prior to joining Capital Insights Group, he has been involved with Nottinghill Wedding Venue and Manny's Ace Hardware. Capital Insights Group of WNY, LLC. provides fiduciary financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, qualitative, and quantitative analysis and offers both discretionary and nondiscretionary portfolio management, serving about 128 clients with tailored financial planning engagements and educational seminars.