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.

Roger Malcolm is a financial advisor with Sequent Planning, LLC and KDM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He also serves as President and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services using a diversified, risk-structured approach implemented by a network of independent investment adviser representatives.

Erik O'Keefe is a financial advisor with Moors & Cabot, Inc. in Lockport, NY, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years and Equitable Advisors for 1 year. Outside of his advisory role, he owns a consulting business and has fiduciary responsibilities such as acting in capacities like trustee or executor. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting with flexible portfolio strategies tailored to client objectives and risk tolerances.

Marc Bernstein is a financial advisor at OneSeven with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Sandhill Investment Management. Bernstein has been with MGO ONE SEVEN LLC dba Stone Creek Advisors since 2022. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements and working with unaffiliated Independent Managers and third-party platforms.

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and MassMutual. Outside of her advisory work, Nolan serves on the advisory board for Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through about 174 advisors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a combination of passive, active, tactical, and blended investment strategies.

Timothy O'Shei is a CFP® with 12 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. His prior roles include positions at MAI Capital Management, WCG Wealth Advisors, Treloar & Heisel Wealth Management, Ameriprise Financial Services, and Financial Engines Advisors. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing team-based, customized investment management and financial planning. The firm employs a research-driven approach combining macroeconomic and security-level analysis, offering a variety of strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

John D'andrea IV is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and one year of industry experience. Prior to his advisory roles, he served 23 years in the U.S. Army. Outside of financial services, he owns and operates two e-commerce retail businesses. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets across about 174 advisors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, using a combination of passive, active, tactical, and blended strategies tailored to client objectives.

Dean Boucounis is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 49 years of industry experience, including over five decades at Mutual of Omaha. Outside of his advisory role, he is involved in community activities such as serving on the Stewardship and Outreach Committee at Annunciation Greek Orthodox Church, volunteering at a soup kitchen, and greeting visitors at the Roswell Park Comprehensive Cancer Center. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a variety of managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering integrated broker-dealer and insurance services alongside investment advisory solutions.

Leonardo Mesa is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2024. His prior experience includes 15 years at Arbor Capital Management Corp and 14 years at Fidelity. F L Putnam serves a diverse client base including individual investors, institutions, and family offices. The firm offers team-based, customized investment management using internally managed and third-party strategies across multiple asset classes, with additional options for sustainable investing and tax-aware rebalancing.

Murray Richardson is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He is the owner and president of C.D. Financial, Inc., an S-corporation offering insurance products including life insurance, fixed annuities, and long-term care. Richardson also serves as secretary for Mathewson McCarthy Baseball, a nonprofit organization, and is a board member of the nonprofit Bornhava, where he participates in fundraising initiatives. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement plan consulting with a variety of wrap and non-wrap solutions.

Lawrence Mcgowan is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. Prior to joining F.L. Putnam, he worked at Arbor Capital Management, Corp for 29 years. F.L. Putnam serves a diverse client base including individual investors, families, and various institutions. The firm offers customized, team-based investment management and financial planning services across multiple asset classes, employing both internally managed strategies and third-party managers.

Cullen Mcgloin is a financial advisor at Principal Advised Services with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with the Principal Financial Group and its affiliated entities since 2010. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, utilizing third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group.

Magdalena Jaworska is a CFA® charterholder and financial advisor at F.L. Putnam Investment Management Company with 15 years of industry experience. She previously worked at Arbor Capital Management Corp for 18 years before joining F.L. Putnam in 2024. F.L. Putnam serves a diverse range of clients, including individuals, families, and institutional investors such as foundations and endowments. The firm employs a team-based investment approach customized to client objectives, utilizing both internal strategies and third-party managers across multiple asset classes.