Patrick Collins is a CFP® with two years of industry experience, currently serving as a financial advisor at WNY Asset Management, LLC in Williamsville, NY. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Sandhill Investment Management. 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 both non-high-net-worth and high-net-worth clients, using diversified allocations and a blend of fundamental, technical, and charting analysis within defined asset-allocation programs.

Judy Sescil is a CFP® professional with 13 years at WNY Asset Management, LLC and a total of 15 years in the financial industry. She also operates her own CPA/PFS firm. WNY Asset Management provides discretionary investment advisory and financial planning services to individuals, business entities, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm employs diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment approach.

Thomas Vossler is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Trubee Wealth Advisors since 1982. Outside of his advisory role, he is president and owner of Vossler Company, a bituminous coal sales business. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm employs both fundamental and technical analysis, offers access to third-party sub-advisors, and manages discretionary and non-discretionary accounts tailored to client objectives.

Diane Kazak is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes long tenures at Cadaret, Grant & Co., Inc. and ongoing involvement in her own tax preparation and accounting business, Kazak Business Services. She is also a notary public. 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 employs a client-focused approach with diversified asset allocation and offers educational seminars and collaborations with other professional service providers.

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.

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.

John Shine is a CFP® and CFA® with 10 years of industry experience, currently serving at Trubee Wealth Advisors, Inc. in Buffalo, NY. He has been with Trubee, Collins & Co, Inc. since 2014. Outside of his advisory role, Shine is a member of the Board of Governors at the Park Country Club of Buffalo. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm combines fundamental and technical analysis with institutional research to develop tailored investment programs, offering both discretionary and non-discretionary account management.

John Meisner is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Trubee Wealth Advisors, Inc., where he has worked since 2023, following prior roles at Olivewood Consulting and Trubee, Collins & Co., Inc. 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, access to third-party sub-advisors, and combines in-house advice with external managers using fundamental and technical analysis supported by institutional research.

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.

Ian Woods is a CFA® charterholder with four years of experience at NorthCape Wealth Management. Prior to his advisory role, he worked five years at Ecotech Office Environments. NorthCape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities with investment and wealth management, financial planning, and fiduciary services. The firm manages approximately $706 million in client assets through a four-advisor team and employs a risk-adjusted, tax-aware approach using a combination of active and passive strategies.

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.

Thomas Turk is a CFP®-certified financial advisor with 44 years of industry experience. He has worked at CitiGroup Global Markets Inc. for 26 years. Turk serves on the board of Buffalo Suzuki Strings, a music school, where he participates in finance committee activities and long-term planning. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm combines fundamental and technical analysis with institutional research to tailor investment programs and asset allocation models for its clients.

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.

Renee' Hasenoehrl is a financial advisor at Northcape Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. She has been with Northcape Wealth Management since 2021. Northcape Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $614.5 million across roughly 610 client relationships, employing a blend of active and passive strategies with custom, risk-adjusted, and tax-aware asset allocations.

Rosanne Braxton is a CFP® professional with 12 years of industry experience. She has been with Level Financial Advisors, Inc. for 39 years, where she is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with 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, utilizing tools such as direct indexing and AI-assisted data consolidation.

Nicholas Ingold is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation with 19 years of industry experience. He has worked at Trubee, Collins & Co., Inc. since 2019 and previously spent time at Commonwealth Financial Network and Moldenhauer & Associates. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate plans, and charitable institutions, using a combination of fundamental and technical analysis alongside institutional research. The firm offers both discretionary and non-discretionary accounts, access to third-party sub-advisors, and customized supervisory and administrative services.