Lindsay De Lellis is a CFP® professional at Landmark Wealth Management with nine years at the firm and a total of five years of industry experience. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management serves individual and institutional clients, including high-net-worth individuals and governmental entities, offering portfolio management, financial planning, and ERISA plan consulting. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing diversified, asset-allocation-driven portfolios primarily using mutual funds and ETFs.

Lucas Moshier is a CFP® professional with one year of experience and is currently an advisor at Level Financial Advisors, Inc. His work history includes roles at Level Financial Advisors and prior positions in tax accounting and wealth management. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm emphasizes diversified asset-allocation models, offers direct indexing for tax-loss harvesting in qualifying accounts, and integrates technology tools to enhance client services.

Wesley Austin is a CFP® with five years of industry experience, currently serving as an advisor at Landmark Wealth Management since 2026. He previously held roles at O’Bannon & Davis Inc., Equitable Advisors, and AXA Advisors, LLC. Landmark Wealth Management provides portfolio management, financial planning, and ERISA plan consulting to both individual and institutional clients, emphasizing diversified portfolios based on Modern Portfolio Theory. The firm supports high-net-worth individuals as well as corporations and government entities, and offers affiliated accounting services through its CPA representatives.

Michael Angelucci is a CFP® with six years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked with New Directions Youth and Family Services for over two decades. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs a diversified asset-allocation approach with ongoing management tailored to clients' cash needs and tax situations, and it provides unique offerings such as direct indexing and AI-enhanced account aggregation.

Michael Dilullo is a CFP® with 44 years of experience in the financial industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as Treasurer and peer facilitator on the board of the Laurel Love Center for Grief and Hope, a nonprofit grief center. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Roger Malcolm is a financial advisor with Sequent Planning, LLC and KDM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He also serves as President and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services using a diversified, risk-structured approach implemented by a network of independent investment adviser representatives.

Marc Panaro is a CFP® professional with 27 years of experience in financial advisory services. He is currently affiliated with Capital Analysts and has held roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual-fund screening process.

Jeffrey Kney is a CFP® with 24 years of industry experience and is currently with Capital Analysts. He has worked at Lincoln Investment since 2017 and held prior roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual-fund screening process and provides investment management both on a discretionary basis through its in-house team and on a non-discretionary basis via advisors and third-party managers.

John Scioli is a financial advisor with Capital Analysts, holding a Series 63 designation and over 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent significant time with Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

Jeffrey Ott is a financial advisor at Capital Analysts with 17 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2017, with prior roles at Legend Advisory Corporation, Legend Equities Corporation, and Edward Jones. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jeffrey Kney is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. His career includes positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1987 to 2017. He serves as a volunteer board member for the Orchard Park, NY CSD Academy of Finance, advising students interested in business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, combining discretionary in-house management and non-discretionary advisory services.

Donald Tiburzi is a financial advisor at Capital Analysts with over 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he provides personal income tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through a combination of in-house discretionary research and non-discretionary advisor- and third-party-managed solutions.

Jacob Denz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Analysts. He has worked with Lincoln Investment since 2017 and has held roles at Riley St. Station and Sealing Devices LLC. Denz also serves as secretary on the advisory board for the Orchard Park Academy of Finance. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth investors, businesses, and charitable organizations, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Duane Pusch is a financial advisor with Capital Analysts based in Getzville, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He also prepares personal income tax returns during tax season. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Frank Pelosi Jr. is a financial advisor with Capital Analysts who holds a Series 63 designation and has 36 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 23 years at Legend Equities Corporation and 8 years at Legend Advisory Corporation. Outside of his advisory role, he is president of Pelosi Insurance Agency Inc., specializing in property and casualty insurance and income tax preparation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary strategies, supported by an in-house investment management and research team that employs proprietary mutual fund screening tools.

Corey Malstrom is a CFP® professional with 22 years of industry experience, currently serving at Capital Analysts. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Additionally, he has worked as an independent sales representative offering Medicare Advantage and Medicare Supplement plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house research team and a nationwide network of independent advisors.

Austin Willison is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2019. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Erik O'Keefe is a financial advisor with Moors & Cabot, Inc. in Lockport, NY, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years and Equitable Advisors for 1 year. Outside of his advisory role, he owns a consulting business and has fiduciary responsibilities such as acting in capacities like trustee or executor. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting with flexible portfolio strategies tailored to client objectives and risk tolerances.

Marc Bernstein is a financial advisor at OneSeven with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Sandhill Investment Management. Bernstein has been with MGO ONE SEVEN LLC dba Stone Creek Advisors since 2022. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements and working with unaffiliated Independent Managers and third-party platforms.

Mark Conomos is a CFP® with 42 years of industry experience. He is currently an advisor at Capital Analysts and has previously worked at Lincoln Investment and Legend Advisory Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual-fund screening process and combines discretionary and non-discretionary investment management approaches.