Mark Kirchmyer is a financial advisor at Silver Grove Advisory Services with 41 years of industry experience. He has been with Silver Grove Advisory Services and affiliated with LPL Financial since 2017 and previously worked at Key Investment Services LLC from 2009 to 2017. Kirchmyer holds Series 63 and Series 66 licenses. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, complemented by individual securities as needed, and utilizes various delivery models including discretionary management and referrals to independent managers.

Phillip Frattali Jr. is a CFA® charterholder with 12 years at Sanderson Wealth Management, LLC, where he has five years of industry experience. He is based in Buffalo, NY, and works as part of an 11-advisor team. Sanderson Wealth Management offers comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes asset allocation, manager due diligence, and ongoing monitoring, implementing strategies primarily through mutual funds and ETFs.

Evan Kraft is a Certified Financial Planner (CFP®) with 4 years of industry experience. He has been with Sanderson Wealth Management, LLC since 2010. Sanderson Wealth Management, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm’s approach emphasizes asset allocation based on capital market assumptions and risk analysis, utilizing mutual funds and ETFs for transparency and liquidity, and maintains a significant focus on non-discretionary management and insurance-related advisory services.

Daniel Byles Smith is a CFP® professional with three years of industry experience, currently serving as an advisor at Waterford Advisors, LLC, where he has worked for ten years. The firm is a fee-based, SEC-registered advisory team that provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting for individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, and estates. Waterford manages approximately $399 million in client assets using diversified asset-allocation models and written Investment Policy Statements.

Katherine Buccieri is an advisor at Silver Grove Advisory Services with a Series 65 designation and seven years of experience in accounting and related client services. She has worked at Buccieri CPA, PLLC and Daniel A Buscaglia DO, PC, and currently holds positions at R Berger & Company CPAS, PC and Aurora CPA, PLLC. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term oriented, diversified investment approach using mutual funds, ETFs, stocks, bonds, and options, and offers a mix of direct management and referral-based platforms.

John Ring III is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has a background that includes over three decades as a practicing attorney, owning his own law firm and serving as a Chapter 7 Bankruptcy Trustee. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses, utilizing discretionary portfolio management and access to third-party asset managers. The firm is notable for sponsoring and providing oversight of wrap fee programs offered through their platform relationships.

Sandra Turchiarelli is a financial advisor with Sgroi Wealth Advisory Group LLC, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc. and LPL Financial. She is also commissioned as a notary in West Seneca, NY. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, including high-net-worth clients, as well as corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk mitigation, managing approximately $1.357 billion in assets.

Robert Miller, Jr. is a CFP® with nine years of industry experience and has been with Miller, Gesko & Company Inc. since 1999. He is based in Buffalo, NY, and holds a Series 63 license. Miller, Gesko & Company Inc. is an SEC-registered independent investment adviser managing approximately $170 million for about 87 clients, primarily individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis to build customized portfolios and offers a range of services including discretionary and non-discretionary investment management, trust administration, and informal tax planning.

Jennifer Jurek is a CFP® professional with 29 years of experience in the financial services industry. She has worked at Sgroi Wealth Advisory Group LLC since 2017 and previously spent over two decades at Cadaret Grant & Co. Inc. and Sgroi Financial, LLC. Jurek is a volunteer with the West Seneca Finance Academy and holds the Certified Divorce Financial Analyst designation. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, utilizing both internal and third-party investment strategies.

Caleb Jennings is a Certified Financial Planner™ (CFP®) with five years of industry experience. He is affiliated with Sanderson Wealth Management, LLC, a firm he has been with since 2005. Sanderson Wealth Management provides financial planning, investment consulting, and portfolio management services to a diverse client base that includes individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, utilizing mutual funds and ETFs for liquidity and transparency.

Christopher Kicinski is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Sandhill Investment Management since 2011. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm’s investment approach emphasizes fundamental, bottom-up research and a long-term, buy-and-hold strategy, with a range of diversified asset allocation and fixed income options.

Timothy Domino is a CFP® with five years of industry experience. He has been with Sanderson Wealth Management, LLC since 2011, where he works as part of an 11-advisor team. Sanderson Wealth Management provides comprehensive financial planning and investment consulting to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, typically utilizing mutual funds and ETFs for liquidity and transparency.

Ryan Di Pasquale is a CFP® professional with eight years of experience at Waterford Advisors, LLC. Prior to joining the firm, he worked with Canisius University and St. Francis High School. He also serves as a bookkeeper for the Erie County Association of School Boards. Waterford Advisors serves individuals, pension and profit-sharing plans, trusts, and estates with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $337 million in discretionary assets for about 292 clients, focusing on strategic asset allocation and fundamental analysis with customized investment policies.

Thomas Conway is a CFP® with experience at Note Advisors, LLC since 2024. He previously worked at Clearstead Advisors and Zappitelli Financial Services. His background includes five years as a full-time student prior to entering the industry. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm provides financial planning, portfolio and investment management, tax preparation, estate-planning assistance, and wealth coaching through a structured, client-driven process.

Ryan Ficorilli is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Silver Grove Financial Group since 2017 and previously worked at LPL Financial for eight years. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm offers diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, with supplemental individual securities, and utilizes multiple delivery models to meet client objectives.

Patrick Sgroi is a financial advisor at Sgroi Wealth Advisory Group LLC with 33 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. He serves as president of the Jeffery Michael Sgroi Foundation and holds board positions at Orchard Park Country Club and St. Francis High School. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and reducing the risk of permanent capital loss, utilizing both internal and third-party investment resources.

Jeremy Hudson is a financial advisor at Miller, Gesko & Company Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Hudson Capital Advisory, Inc. and Hudson Advisor Services, Inc. Outside of his advisory work, Hudson is involved with HOL Property Management and Vera Beta, Inc., which are not related to investment services. Miller Gesko Wealth Management is an independent SEC-registered advisory firm serving primarily individuals, trusts, estates, and charitable organizations. The firm offers customized investment management incorporating fundamental analysis and client-specific constraints, with a range of portfolio options including equities, fixed income, mutual funds, ETFs, alternative investments, and option strategies.

Ryan Myers is a Series 66-registered advisor with Sandhill Investment Management in Buffalo, NY, where he has worked for 10 years. He has seven years of industry experience. Outside of his advisory role, he is the managing member of Compliance Approved, LLC, a software company that offers an AI-powered tool for reviewing marketing materials for SEC and FINRA compliance issues. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, providing portfolio management, sub-advisory services, and model portfolios across multiple platforms. The firm uses a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation and offers diversified asset allocation and specialized strategies including municipal bonds and preferred equity.

Shant Goubrial is a financial advisor at Sandhill Investment Management with four years of industry experience. He holds a Series 65 designation and has been with Sandhill since 2011. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and long-term equity positions.

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.