George Harris is a CFP® with 33 years of experience in the financial advisory industry. He joined Bentham Wealth Advisors in 2024 after seven years at Lincoln Investment and prior roles at Legend Advisory Corporation and Legend Equities Corporation. Bentham Wealth Advisors serves individuals, families, and employer-sponsored benefit plans, managing around $110.1 million in discretionary assets across approximately 218 accounts. The firm’s investment approach focuses on goal- and risk-based asset allocation using low-cost funds, with periodic rebalancing and incorporation of technical and cyclical analysis.

Charles Hanny is a CFP® professional with 28 years of industry experience, currently serving at Emergent Wealth Advisors, LLC. His prior roles include positions at Leigh Baldwin and CO. and American Portfolios Financial Services, Inc., among others. Outside of his advisory work, he is involved with 7 Layton Inc., a multi-family rental property business. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm customizes investment programs based on client goals and risk tolerance, utilizing both in-house and third-party managers.

Jonathan Lupo is a financial advisor with Fealty Group LLC in Niagara Falls, NY, holding Series 63 and Series 66 designations and bringing six years of industry experience. Prior to joining Fealty Group in 2023, he worked at M&T Bank, Equitable Advisors, Merrill Lynch, and also spent two years at Gigi's Cucina Povera. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, employing a combination of charting, cyclical, fundamental, and technical analysis to implement tailored long-term and short-term trading strategies. The firm manages a small client base with roughly $3 million in discretionary assets and includes crypto/digital asset exposure as part of its portfolios.

Shaun Laper is a financial advisor at Delaware Avenue Advisors Inc. with a Series 65 designation and experience in various roles including AML compliance and retail positions. He previously worked at AML RightSource, Bigger and Better Bakery, Best Buy, and Watson Bowman Acme. Delaware Avenue Advisors provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of active and passive strategies, guided by client-specific Investment Policy Statements and multiple analytical approaches, to manage approximately $27 million in discretionary assets.

Alexander Skabry is a financial advisor at Harvest Capital Assets, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Harvest Capital Assets since 2010. The firm provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients, tailoring portfolios to client goals and employing a variety of investment strategies and vehicles. Harvest Capital Assets manages all client assets internally and offers access to private placements, venture capital, and higher-risk trading strategies without an account minimum.

Jeremy Wadsworth is a CFA® charterholder with five years of industry experience. He is currently affiliated with North Woods Wealth Management and previously worked at Landmark Wealth Management. Jeremy has been with North Woods Asset Management since 2017. North Woods Wealth Management provides discretionary investment management, retirement plan consulting, and participant account management to individuals, trusts, and retirement plans. The firm applies a “Three Filter” investment process combining passive and active strategies and manages portfolios across four archetypes, serving both high-net-worth and non-HNW clients.

Robert Florian is a CFP®-credentialed financial advisor with Florian Financial Group LLC in Williamsville, NY, bringing 30 years with the firm and four years of industry experience. He is involved in a wellness app partnership called Well Fit Plus, which focuses on app functionality and marketing. Florian Financial Group LLC manages approximately $215 million for about 245 clients, including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, written financial planning, and ERISA advisory services using tactical asset allocation and risk-managed strategies informed by third-party research.

Steven Witter is a CFP® professional with 19 years of industry experience. He is currently an advisor at Bentham Wealth Advisors, having previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he owns Student Loan Steve, a student loan planning firm serving students, parents, and employers. Bentham Wealth Advisors serves individuals, families, and employer-sponsored benefit plans, managing $110.1 million in discretionary assets across 218 client accounts. The firm’s investment approach emphasizes goal- and risk-based asset allocation using Modern Portfolio Theory, low-cost funds, and periodic rebalancing, with additional use of technical and cyclical analysis.

Alan Mollot is a CFP® and ChFC® with 49 years of industry experience. He is a principal at Mollot & Hardy, Inc., where he has worked since 2008, and previously held roles at FSC Securities Corporation and Osaic Wealth, Inc. Outside of his advisory work, Mollot serves as president of the Forum Club, a social organization based in Buffalo, NY. Mollot & Hardy, Inc. provides investment management, financial planning, and retirement-plan services to individual and high-net-worth clients as well as retirement plan sponsors. The firm manages approximately $73.2 million in assets and offers portfolio management, fiduciary consulting, and written financial plans, utilizing mutual funds, ETFs, and third-party sub-advisers through platforms like Osaic Wealth.

William Wadsworth is a financial advisor at North Woods Wealth Management in Buffalo, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been associated with North Woods Asset Management, LLC since 2015. Outside of his advisory role, Wadsworth is also an independent insurance agent involved in insurance sales. North Woods Asset Management LLC provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans. The firm employs a structured “Three Filter” investment process and emphasizes multi-generational financial planning and consulting services for plan sponsors.

Christian Miller is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Fealty Group LLC since 2023 and previously held roles at GWN Securities, Inc and Equitable Advisors. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, managing a small client base with roughly $2.96 million in discretionary assets. The firm employs a range of analysis techniques and strategies including charting, cyclical, fundamental, and technical analysis, and offers exposure to crypto and digital assets as part of its managed portfolios.

Joseph Chappius is a financial advisor at Under Par Planning LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Northwestern Mutual and its affiliated companies for nearly a decade before joining Under Par Planning in 2020. Under Par Planning LLC provides financial planning, investment management, retirement plan consulting, and tax preparation services for individuals and high-net-worth clients. The firm emphasizes long-term, broadly diversified asset allocation using low-cost mutual funds and ETFs, offering tiered planning memberships and continuous portfolio management tailored to client needs.

William Williams is an advisor at Lytle Investments with 28 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Fisher Investments, Brookstone Capital Management, and Prudential Insurance Company of America. Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million and serves individuals, trusts, retirement plans, and corporations. The firm emphasizes strategic, long-term asset allocation with tactical adjustments and integrates retirement plan consulting, including Plan and Fee reviews and participant education.

James Hedges II is a financial advisor at Harvest Capital Assets, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Harvest Capital Assets since 2018, following prior roles at Wells Fargo Advisors and Edward Jones. Harvest Capital Assets LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes a variety of investment strategies and manages approximately $72 million in client assets across 246 accounts.

Stephen Tripodi is a financial advisor at Argus Equity Partners, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Portfolio Advisors Alliance from 2011 to 2019. Outside of his advisory role, he has been involved in real estate ownership since 1978. Argus Equity Partners provides ongoing portfolio management to individuals, including high-net-worth clients, as well as corporations and business entities. The firm uses a fundamental analysis-based investment process, combining model allocations with client-specific recommendations and regular portfolio monitoring.

Nicholas Efthemis is a CFP® with 30 years of industry experience and currently serves at Emergent Wealth Advisors, LLC. His prior roles include positions at Leigh Baldwin and Co., American Portfolios Financial Services, Inc., and Fahey Financial. Outside of advisory work, he operates as a licensed insurance agent. Emergent Wealth Advisors provides discretionary asset management and financial planning services to individual clients, trusts, estates, charitable organizations, and business entities. The firm develops investment programs tailored to clients’ goals and risk tolerance, utilizing both in-house and third-party managers across multiple platforms.

Cheryl Fluker is a financial advisor at Members Advisory Group, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management. The firm manages approximately $443 million in client assets and serves over 900 clients, using a fundamental analysis approach with both long- and short-term investment strategies.

Jeffrey Tooke is a financial advisor with MHA Financial Corp in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Four Points Capital Partners, Bay Harbor Advisors LLC, Avendus Capital, Inc., and Niagara International Capital Limited. Outside of finance, he serves as a board member and treasurer for the Center for Glass & Light, a nonprofit focused on stained glass restoration, and is a transitional deacon in the Episcopal Diocese of Western New York. MHA Financial Corp provides personalized financial planning and portfolio management for individuals, trusts, estates, and small businesses, managing approximately $98 million in assets. The firm employs a core-and-satellite investment approach that combines passive index funds and ETFs with active management, utilizing both discretionary and non-discretionary strategies through various third-party platforms and custodians.

Julius Aebly Jr. is a financial advisor at Lytle Investments with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Lytle Investments since 2017. In addition to his advisory role, he is president and owner of Aebly and Associates Insurance Services, which sells group and individual insurance products. Lytle Investments manages approximately $74.3 million and serves individuals, trusts, retirement plans, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party money managers, with an investment approach focusing on long-term strategic asset allocation and tactical adjustments.

Allen Dembski is a financial advisor with Buffalo First Wealth Management, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Buffalo First Wealth Management since 2014. Outside of his advisory role, Dembski serves as an assistant hockey coach at Canisius High School and facilitates meetings for the nonprofit Pro Net Amherst Chamber of Commerce. Buffalo First Wealth Management provides discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations. The firm manages approximately $91.7 million in discretionary assets and offers a range of investment strategies alongside institutional consulting and insurance-related services.