Wesley Austin is a CFP® with five years of industry experience, currently serving as an advisor at Landmark Wealth Management since 2026. He previously held roles at O’Bannon & Davis Inc., Equitable Advisors, and AXA Advisors, LLC. Landmark Wealth Management provides portfolio management, financial planning, and ERISA plan consulting to both individual and institutional clients, emphasizing diversified portfolios based on Modern Portfolio Theory. The firm supports high-net-worth individuals as well as corporations and government entities, and offers affiliated accounting services through its CPA representatives.

Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.

Ronald Lojacono is a CFP® professional with 35 years of industry experience. He has worked with WNY Asset Management, LLC since 2005 and also has experience at LPL Financial and Cadaret, Grant & Co., Inc. He is involved in tax preparation and accounting services through WNY Tax Planners. 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, implementing diversified investment strategies across equities, fixed income, mutual funds, ETFs, and independent managers.

Eugene O'Connor Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC, where he has worked since 2012, and also affiliated with LPL Financial since 2025. His prior experience includes 13 years at Cadaret, Grant & Co., Inc. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers standalone planning and educational seminars.

Michael Glowny is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at WNY Asset Management since 2010 and has been affiliated with Cadaret, Grant & Co., Inc. since 1999. Outside of advisory work, he is president of his own CPA firm and serves as Vice-President of a farming business formed with his son. 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 asset allocation approach across various securities and offers educational seminars and collaborative services with other professional providers.

Michael Arcuri is a financial advisor at Pathway Partners Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Pathway Partners Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The six-advisor team manages approximately $79 million for about 367 clients, employing asset-allocation and diversification strategies implemented via model portfolios and third-party money managers.

Michael Angelucci is a CFP® with six years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked with New Directions Youth and Family Services for over two decades. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs a diversified asset-allocation approach with ongoing management tailored to clients' cash needs and tax situations, and it provides unique offerings such as direct indexing and AI-enhanced account aggregation.

Daniel Gartland is a financial advisor at WNY Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup and Cadaret Grant & Co., Inc. Gartland also has involvement with a non-variable insurance business in Buffalo, NY. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm serves a range of clients, from non-high-net-worth to high-net-worth individuals, using diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment process.

Michael Dilullo is a CFP® with 44 years of industry experience, currently affiliated with Capital Analysts. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as Treasurer and peer facilitator for the Laurel Love Center for Grief and Hope, a nonprofit grief center. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.

Roger Malcolm is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 registrations and totaling 28 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He is also president and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations delivered by a network of investment adviser representatives.

Marc Panaro is a financial advisor at Capital Analysts with 27 years of industry experience. He holds the CFP® designation along with Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charities, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple approaches, supported by an in-house Investment Management & Research team and proprietary fund screening tools.

Jeffrey Kney is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations. The firm employs an in-house Investment Management & Research team to support portfolio management and offers a range of discretionary and non-discretionary advisory services.

John Scioli is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 31 years of industry experience. His career includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation between 1995 and 2017. He is also president of John Scioli Inc., a company used for accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a focus on in-house model portfolios and third-party manager access, operating under a fiduciary framework with various advisory arrangements.

Jeffrey Ott is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. He is based in Getzville, NY. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, offering a range of investment solutions such as advisor-managed models, custom portfolios, and third-party manager access.

Matthew Mullin is a CFP® with 11 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Advisory Corporation. In addition to advising, he is involved in Medicare and Medicaid insurance sales and prepares tax returns for a small group of clients during tax season. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and uses an in-house investment team to manage model portfolios and third-party manager selections.

Jeffrey Kney is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years with Legend Advisory Corporation and thirty years with Legend Equities Corporation. Outside of his advisory role, he serves as a volunteer board member for the Orchard Park CSD Academy of Finance, advising students interested in business. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment team that manages proprietary model portfolios and employs a mutual-fund screening process.

Donald Tiburzi is a financial advisor with Capital Analysts in Getzville, NY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior work includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2009 to 2019, and Legend Equities Corporation between 1994 and 2017. Additionally, he provides personal income tax preparation services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a variety of programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Jacob Denz is a CFP® with eight years of industry experience and is currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and has held prior roles at Riley St. Station and Sealing Devices LLC. He serves as Secretary for the Orchard Park Academy of Finance Advisory Board. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to drive investment decisions.

Duane Pusch is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, he prepares personal income tax returns during the tax season. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team.

Frank Pelosi Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as president of Pelosi Insurance Agency Inc., where he is involved in property and casualty insurance as well as income tax preparation. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm provides both discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary tools, while offering advisors flexibility to deliver customized financial solutions and support.