Debra Brown is a CFP® professional with 12 years of experience in financial advising. She is currently with WNY Asset Management, LLC and has also worked at LPL Financial LLC and Cadaret, Grant & Co., Inc. since 2014. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting. The firm uses diversified asset allocation strategies across multiple asset classes and maintains relationships with other professional service providers, including CPAs and attorneys.

Brian Laible is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 12 years of industry experience. He has been with Landmark Wealth Management since 2011. In addition to his advisory role, Mr. Laible is a Certified Public Accountant and may provide income tax preparation and accounting services under separate agreements. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios and integrates accounting and tax services through its CPA representatives.

Kevin Sullivan is a financial advisor with Warner Wealth in Lockport, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. He is a published author and hosts a podcast focused on wealth management for physicians. Additionally, he is involved in youth leadership at his local church. Warner Wealth serves individuals, families, and business owners, providing comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm employs a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and integrates multi-generational engagement with collaboration alongside clients’ accounting and legal professionals.

Colin Healy is a financial advisor at Pathway Partners Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for 13 years. Outside of his advisory role, he serves as president of The TashaStrong Foundation, a charitable organization that raises funds and awareness for cancer research, and is the founder of The Advisor Network, a web-based platform for financial professionals to share industry knowledge and training. Pathway Partners Wealth Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, managing approximately $58 million across about 247 client relationships. The firm provides discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Alyssa Bogardus is a CFP® at Level Financial Advisors, Inc. with three years of industry experience. She has been with Level Financial Advisors since 2021, following prior roles in education at Edinboro University and Girard High School. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, incorporating tools like direct indexing and AI-assisted meeting documentation.

Zachary Shroyer is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Brock, Schecter & Polakoff, LLP. Outside of his advisory role, he provides administrative support to WNY Asset Management. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of investment strategies and maintaining relationships with other professional service providers.

Mark Collard is a financial advisor at Landmark Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2005. Outside of his advisory role, he serves as a board member for Try-It Distributing, providing advisory support on business matters. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified, asset-allocated portfolios and integrates accounting and tax services through affiliated CPAs.

Laureen Syta is a CFP® professional at WNY Asset Management, LLC with 12 years of industry experience. She has worked previously at LPL Financial, Cadaret Grant, and Relationship Velocity. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, businesses, and various institutional clients. The firm serves both non-high-net-worth and high-net-worth clients using diversified investment strategies and offers educational seminars and workshops at no charge.

Chad Oconnell is a financial advisor at Dopkins Wealth Management, LLC with four years of industry experience. He holds the Series 63 designation and has been with Dopkins Wealth Management since 2004. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment strategy is based on Modern Portfolio Theory, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, alongside conservative fixed income holdings where appropriate.

Thomas Emmerling is a CFP® professional with four years of industry experience, currently serving at Dopkins Wealth Management, LLC in Williamsville, NY. He has been associated with Dopkins Wealth Management since 1999 and with its parent firm, Dopkins & Company LLP, since 1974. Outside of his advisory role, Emmerling is the owner of 200 International Drive, LLC, an entity established to receive rent for Dopkins & Company. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios implemented primarily through no-load mutual funds and ETFs.

Paige Lunghino is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has previously worked with LPL Financial, Cadaret, Grant & Co., Inc., and Cambridge Investment Research. Outside of advisory roles, she is involved with Shorecliff Equine Partners LLC. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves a broad client base and employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and unaffiliated independent managers.

Anthony Vecera is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Cadaret, Grant & Co., Inc. He is also involved with WNY Tax Planners LLC, a tax preparation and accounting business. WNY Asset Management serves individual investors, business entities, trusts, pension plans, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and third-party managers, while offering educational seminars and maintaining professional service relationships.

Treg Lewis is a financial advisor at Dopkins Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBX, Inc. for ten years. Outside of advising, Lewis is involved in woodworking through his ownership of Loon Woods, LLC, and provides consulting and project management services for Relco Systems, Inc. Dopkins Wealth Management serves individuals, high net worth clients, trusts, small businesses, and qualified retirement plans with discretionary and non-discretionary investment management. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, complemented by written investment policy statements, portfolio modeling, and periodic reviews.

Joseph Titus is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wilmington Advisors at M&T and LPL Financial LLC. Pathway Partners Wealth Advisors serves individual clients, including high-net-worth individuals, managing approximately $58 million across about 247 client relationships. The firm offers discretionary portfolio management and integrated financial planning, using asset allocation and model-driven strategies based on modern portfolio theory and fundamental analysis.

Rosanne Braxton is a CFP® professional with 13 years of industry experience. She is affiliated with Level Financial Advisors, Inc., where she has been working since 1987. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm uses an asset-allocation approach with diversified mutual fund and ETF models, offers direct indexing for qualifying taxable accounts, and incorporates participant education and AI tools into its service offerings.

Ronald Kotas is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for over 25 years and has been with WNY Asset Management since 2010. In addition to his advisory role, he is involved in tax preparation and accounting through Kotas & Kotas CPA PC. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary portfolio management, financial planning, and consulting. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, and ETFs, and collaborates with CPAs and attorneys to support client needs.

Steven Sanders is a financial advisor at WNY Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2012. Prior to that, he was associated with Cadaret, Grant & Co., Inc. and served on the Town of Amherst board. Outside of his advisory role, he is a Certified Public Accountant with a private practice and serves as treasurer of the Cleveland Business Association. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and independent managers, with ongoing monitoring and client communication.

Jonathan Petrie is a CFP® professional with 11 years of industry experience. He is currently with WNY Asset Management, LLC and has prior experience at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Petrie is also involved with ClearPlan Financial, Inc. and maintains a business entity for tax and investment purposes. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a diversified investment approach across multiple asset classes and offers educational seminars and workshops.

Jeffrey Viksjo is a financial advisor at Ogorek Wealth Management, LLC with 5 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ogorek Wealth Management in 2017, he worked at KeyBank from 2016 to 2017. Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, and nonprofit organizations. The firm employs fundamental and technical analysis in its investment strategies and manages approximately $559 million in client assets with a two-advisor team.

Joseph Mineo is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and with three years of advisory experience. He has been affiliated with WNY Asset Management since 2010 and has over 40 years of experience as a partner at Blatner, Mineo, CPA, PC. Outside of his advisory role, he serves as a planning board commissioner for the City of Tonawanda and holds various voluntary positions with Canisius High School and Canisius College alumni associations. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a client-focused approach involving asset allocation across multiple investment types and offers standalone planning engagements, as well as educational seminars.