Mark Procknal is a Series 63 licensed advisor with 38 years of industry experience. He has worked at Principal Mutual Life Insurance Co. for 25 years, LPL Financial for over 31 years, and has been with Silver Grove Advisory Services since 2017. 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 a diversified investment approach that includes discretionary portfolio management and coordinates estate and tax planning as part of comprehensive financial services.

Larry Stolzenburg is a financial advisor at Sandhill Investment Management with 19 years of industry experience. He holds the Series 65 designation and previously operated his own CPA practice for 20 years. Stolzenburg has been with Sandhill since 2008. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients by offering portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold strategy and offers diversified asset allocation along with specialized fixed-income and alternative investment options.

Cynthia Vance is a CFP® and ChFC® with 43 years of industry experience. She is currently affiliated with Sterling Investment Counsel, LLC and LPL Financial, having previously worked at SII Investments and Jensen, Marks, Langer & Vance LLC. Outside of her advisory practice, she serves as a board member for WNED/WBFO and maintains a part-time legal practice as an attorney. Sterling Investment Counsel provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages over $1 billion for approximately 850 clients, employing an Investment Policy Committee to oversee portfolios and utilizing both long-term and short-term trading strategies.

John Clouden is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for 31 years and has been involved with Sgroi Wealth Advisory Group LLC since 2017. Outside of his advisory roles, he is licensed as a non-variable insurance producer. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory products such as insurance and annuities.

Christopher Marks is a financial advisor with Sterling Investment Counsel, LLC, holding Series 63, 65, and 66 licenses and having 29 years of industry experience. He has worked at firms including LPL Financial and Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC. Marks is also involved in insurance brokerage through Specific Solutions, Inc. and Alliance Advisory Group LLC. Sterling Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and business entities. The firm manages over $1 billion for approximately 850 clients, employing both long-term and short-term trading strategies and offering managed account solutions via the AssetMark platform.

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.

John Langer is a financial advisor with Sterling Investment Counsel, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2018 and was previously with SII Investments, Inc. and 1717 Capital Management Company. Outside of his advisory roles, he is a licensed agent for non-variable insurance products. Sterling Investment Counsel provides portfolio management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and business entities. The firm manages over $1 billion for approximately 850 clients and offers a range of investment strategies, including discretionary and non-discretionary management and managed account options via the AssetMark platform.

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.

Chelsea Blasch is a financial advisor with Sterling Investment Counsel, LLC, holding a Series 66 designation and 12 years of industry experience. Her work history includes roles at Sterling Investment Counsel, LPL Financial, SII Investments, Inc., and Jensen, Marks, Langer & Vance. Sterling Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages over $1 billion for approximately 850 clients and employs both long- and short-term trading strategies, with investment decisions governed by an Investment Policy Committee and tailored by individual advisors.

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.