Brian Clouden is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. Sgroi Wealth Advisory Group LLC is a multi-team firm that provides investment advisory services, serving clients through a combination of independent advisory and broker-dealer relationships.

Nathan Severson is an advisor at Silver Grove Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various roles including positions at Erie Community College and State University of New York. Outside of advising, he has experience working with local community programs such as the Hamburg Village Swim Center and XGen Basketball Camp. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach utilizing diversified allocations of low-cost mutual funds, ETFs, and individual securities, supported by multiple third-party platforms and independent managers.

Vincent Scarsella is a CFP® certificant with 11 years of experience in financial advising. He is currently with Sgroi Wealth Advisory Group LLC and previously worked at Cadaret, Grant & Co., Inc. for 11 years. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and related consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and risk reduction, with portfolios reviewed by an internal Investment Committee and implemented through multiple custodians.

Brian Norman is a financial advisor with Moldenhauer & Associates holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, with a focus on wrap fee programs and supervisory oversight of third-party asset managers.

Julianne Incardona is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She joined Silver Grove Advisory Services in 2017 after working at LPL Financial, LLC for 11 years. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach focused on diversified allocations using low-cost mutual funds, ETFs, and, when appropriate, individual securities, managing roughly $453.6 million in assets under a team of 17 advisors.

Summer Mckellar is a financial advisor at Sgroi Wealth Advisory Group LLC with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Sgroi Wealth Advisory Group since 2017, with prior experience at Cadaret, Grant & Co., Inc. and Lawley Retirement Advisors. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and risk reduction, delivering services primarily on a discretionary basis and utilizing both internal and third-party investment strategies.

Katie Weibel is a CFP® professional with 19 years of industry experience. She has worked at Silver Grove Advisory Services since 2017 and has been with LPL Financial since 2015. Outside of advisory work, she hosts a radio show through New York Marketing. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using diversified allocations across low-cost mutual funds, ETFs, and individual securities, supported by multiple third-party platforms and discretionary portfolio management.

Annette Olday is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. She has 22 years of industry experience, including roles with LPL Financial and Meridia Community Federal Credit Union. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using diversified allocations across low-cost mutual funds, ETFs, individual securities, and multiple third-party platforms.

Ryan Smith is a CFP® professional with four years of industry experience. He is currently with Waterford Advisors, LLC and previously worked at Dopkins Wealth Management and Canisius College. Waterford Advisors serves individuals, pension and profit-sharing plans, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm manages over $337 million in discretionary assets and employs a strategic asset allocation approach, utilizing mutual funds, ETFs, and model portfolios tailored to client needs.

Jason Weber is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. He has 17 years of industry experience, including roles at Silver Grove Advisory Services since 2017 and LPL Financial since 2012. Outside of his advisory work, Weber is the owner and operator of Sterling Tax & Accounting LLC, a tax preparation and accounting business. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm follows a primarily long-term, customized investment approach that uses diversified allocations with low-cost mutual funds, ETFs, and select individual securities, managing approximately $453.6 million in assets through a team of 17 advisors.

Jeffrey Haxton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cadaret, Grant & Co., Inc. for 15 years and operates Sgroi Wealth Advisory Group, LLC, an independent registered investment advisor. Haxton also serves as treasurer for the Susan Haxton Memorial Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutions. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jason Myers is a financial advisor with Silver Grove Advisory Services, holding the ChFC® designation and Series 66 license, and has 13 years of industry experience. His prior work includes roles at Jackson Hewitt Tax Service, LPL Financial, Massachusetts Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory work, he is a bagpipe player hired occasionally for special events such as weddings and funerals. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach using diversified allocations of low-cost mutual funds, ETFs, and select individual securities, managing approximately $453.6 million in assets through a team of 17 advisors.

Matthew Mc Anulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Sgroi Wealth Advisory Group LLC. His prior experience includes roles at Cadaret Grant & Co., Inc. and Sgroi Financial. He is involved in conducting seminars and workshops through SGROI LAWLEY LLC. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, with investment selections reviewed by an internal committee and portfolios implemented through custodians such as Charles Schwab and LPL Financial.

Patrick O'Connell is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, primarily implementing client portfolios through a platform relationship with Commonwealth.

Ryan Seufert is a financial advisor at Silver Grove Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Grove since 2017. Prior to that, he worked at LPL Financial. Outside of his advisory role, Seufert is involved with Sterling Tax & Accounting, Inc., a tax preparation and accounting firm. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach utilizing diversified allocations of low-cost mutual funds, ETFs, and individual securities, supported by a team of 17 advisors managing approximately $453.6 million in assets.

Jeremy Walter is a financial advisor with Moldenhauer & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Outside of finance, he operates a vintage clothing business online and works occasionally as a delivery driver. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm utilizes Commonwealth’s platform for discretionary portfolio management, model programs, and third-party manager selection, with a focus on supervisory oversight of wrap fee programs.

William Pictor is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 credentials with 47 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 1986. Outside of his advisory work, he serves as the unpaid chairperson of the East Aurora Chamber Music Festival, which produces four classical chamber music concerts annually. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm offers both discretionary and non-discretionary account management, access to third-party sub-advisors, and develops personalized investment programs using fundamental and technical analysis along with institutional research.

Anne Emblidge is a financial advisor at Trubee Wealth Advisors, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Trubee Wealth Advisors since 2017. Prior to that, she was the owner and sole employee of Quant, LLC, a business she established in 2014 that currently does not provide any services. She serves as Treasurer for Estate Analysts of Western New York, Inc., a nonprofit focused on estate planning and networking. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate plans, charitable institutions, and endowments. The firm employs both fundamental and technical analysis in developing personalized investment programs and offers a hybrid service model combining in-house advice with outside managers.

Matthew Drosendahl is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Trubee, Collins & Co., Inc. since 2018 and previously was employed at Uniland Development Company from 2012 to 2018. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers both discretionary and non-discretionary account management, utilizes fundamental and technical analysis along with institutional research, and combines in-house advice with external managers to implement investment decisions.

Michael Harmer is a CFP® professional with 10 years of experience, affiliated with Waterford Advisors, LLC in Orchard Park, NY. He has worked at Cadaret, Grant & Co., Inc. and Waterford Advisors since 2012. In addition to his advisory role, he provides tax preparation and compliance services as an Enrolled Agent. Waterford Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm emphasizes strategic asset allocation and fundamental analysis, managing portfolios primarily invested in mutual funds and ETFs.