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. Her prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Before entering finance, she was involved in a family dental practice for 17 years and also worked at Monarch Kitchen Design Studio. Rabenold Advisors, Inc. provides investment management and financial planning primarily to individual clients and families, managing approximately $35.6 million in discretionary assets. The firm employs diversified, asset-allocation strategies based on Modern Portfolio Theory and offers financial planning as an ongoing or stand-alone service without imposing an account minimum.

William Davis is a financial advisor at O'Bannon & Davis Inc. with Series 63 and Series 65 credentials 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-profit organizations, and various pension and retirement plans. The firm offers discretionary portfolio management, financial planning, pension consulting, and insurance advice, employing both fundamental and technical analysis to tailor portfolios according to clients’ specific 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 with Fealty Group LLC in Niagara Falls, NY. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at M&T Bank, Equitable Advisors, Merrill Lynch, and a culinary business, Gigi's Cucina Povera. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, managing a small client base with roughly $3 million in discretionary assets. The firm employs a blend of charting, cyclical, fundamental, and technical analysis, offering both long-term and short-term trading strategies, including exposure to crypto and digital 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.

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 a financial advisor at Lytle Investments with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Brookstone Capital Management. Williams is based in Grand Island, NY. Lytle Investments is an SEC-registered advisory firm managing approximately $74 million and serving individuals, trusts, retirement plans, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach focused on long-term asset allocation and tactical adjustments.

Trevor Cahill is a financial advisor at Countryside Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Peak Brokerage Services, Blackridge Asset Management, and Equitable Advisors. Outside of his advisory work, he serves as a volunteer firefighter with the Getzille Fire Company in Getzville, NY. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management across traditional brokerage accounts and specialized vehicles. The firm utilizes model portfolios and third-party sub-advisors on the AssetMark platform and offers financial planning as a separate service while also providing annuity management through licensed insurance agents.

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 previously at Wells Fargo Advisors and Edward Jones. Harvest Capital Assets, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, overseeing approximately $72 million in assets. The firm offers tailored investment strategies with a focus on individualized portfolio management, employing a range of securities and trading strategies.

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.