Stephen Czechowski is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He also works at Kotas & Kotas, CPA P.C., where he has been employed since 1982. Outside of his advisory role, he serves as a business official with the Alden Substance Abuse Coalition. 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 collaborates with other professional service providers including CPAs and attorneys.

Colden Repka is a financial advisor at WNY Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Arbor Realty Trust, Citi Global Markets Inc, Geico Insurance, and Attica Hotel. WNY Asset Management provides discretionary investment advisory services and financial planning to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of investment strategies combining fundamental and technical analysis, diversified allocations, and both long- and short-term trading approaches.

Daniel Bertleff is a CFP® professional at Landmark Wealth Management with seven years of industry experience. He has been with Landmark Wealth Management since 2019 and previously worked for Lockport Locks & Erie Canal Cruises from 2012 to 2019. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm emphasizes diversified, asset-allocated portfolios based on Modern Portfolio Theory and integrates accounting and tax services through affiliated Certified Public Accountants.

Robert Kloss is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC and LPL Financial LLC, having previously worked at Cadaret, Grant & Co., Inc. and Clearplan Financial, Inc. He also operates an insurance agency, Robert Kloss Insurance, which he has managed since 1992. WNY Asset Management serves individual investors, high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and allocations to independent managers, supported by ongoing monitoring and client education.

Robert Canterbury is a financial advisor at Dopkins Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at BST Wealth Management, LLC, Mercer Allied Company, L.P., and The Ayco Company LP. 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 employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, and offers formal ERISA fiduciary analysis and governance services for plan sponsors.

Mark Wojcinski is a financial advisor at Pathway Partners Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios and GWN Securities. Outside of his advisory role, he is involved in business development for a web platform supporting financial professionals, leads sales and outreach for a marketing and web design agency, and contributes as a concept creator for a children's book publishing company. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs model-driven investment strategies based on modern portfolio theory and fundamental analysis, managing approximately $58 million across about 247 client relationships.

Raymond Carter is a financial advisor at WNY Asset Management, LLC with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes nearly three decades at Carter Financial Management, LLC and ongoing work with Cadaret Grant. 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 services. The firm employs a comprehensive investment approach that includes asset allocation across equities, fixed income, mutual funds, and ETFs, along with relationships with other professional service providers.

William Mistretta is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at firms including LPL Financial LLC and Cadaret, Grant & Co., Inc. Outside of advisory services, he is involved with WNY Tax Planners, LLC, a tax preparation and accounting firm. 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 across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and coordinating with other professional service providers.

Alex Stauffiger is a financial advisor at Pathway Partners Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KeyBank and Niagara University. Outside of his advisory role, he serves as Head of Content and Marketing for The Advisor Network, an educational platform focused on social media and content creation. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm offers discretionary portfolio management and integrated financial planning, utilizing model-driven strategies based on modern portfolio theory and fundamental analysis.

Nicholas Scibilia is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Citigroup Global Markets, Cadaret, Grant & Co., Inc., and LPL Financial before his current role. 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 a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and collaborates with other professional service providers including CPAs and attorneys.

Lindsay De Lellis is a CFP® professional at Landmark Wealth Management with nine years at the firm and a total of five years of industry experience. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management serves individual and institutional clients, including high-net-worth individuals and governmental entities, offering portfolio management, financial planning, and ERISA plan consulting. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing diversified, asset-allocation-driven portfolios primarily using mutual funds and ETFs.

Kevin Monheim is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Dopkins Wealth Management, LLC and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Manning & Napier Advisors LLC. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 client relationships. The firm employs a diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and provides ERISA fiduciary reviews alongside portfolio management and retirement plan consulting.

John Lunghino is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with LPL Financial and Cambridge IR, and has operated his own CPA practice since 1985. Outside of advising, he is an author and 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 along with financial planning and consulting services. The firm employs a client-focused approach to asset allocation using equities, fixed income, mutual funds, and ETFs, and offers educational seminars and standalone planning engagements.

Robert Castiglione II is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with WNY Asset Management, LLC and LPL Financial LLC. He is a partner at WNY Tax Planners, a tax preparation and accounting firm. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, providing discretionary portfolio management along with financial planning and consulting services. The firm utilizes a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and allocations to independent managers.

Leonard Zablonski is a financial advisor at WNY Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2010. Prior to that, he has been associated with Cadaret, Grant & Co., Inc. since 2000 and operates a CPA practice, Leonard J. Zablonski Jr. CPA, since 1992. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting services. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and independent managers, supported by ongoing monitoring and client education.

Aidan Hart is a financial advisor at Dopkins Wealth Management, LLC with a Series 65 credential and approximately one year of industry experience. His prior experience includes roles at Canisius University and various other positions before joining Dopkins Wealth Management. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 clients. The firm follows a broadly diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and offers specialized services including ERISA fiduciary reviews and outsourced portfolio management.

Kimberly Kowalski is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, ClearPlan Financial, Inc., Cadaret, Grant & Co., Inc., and other firms. Outside of her advisory role, she is also a notary. 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 multi-strategy asset allocation approach across various asset classes and maintains relationships with other professional-service providers, including CPAs and attorneys.

John Pieroni is a CFP® with 27 years of industry experience, currently affiliated with WNY Asset Management, LLC and LPL Financial. He has been with WNY Asset Management since 2001 and joined LPL Financial in 2025. 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 a diversified investment approach across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and collaborating with other professional service providers.

Gregg Jensen is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Hightower Advisors LLC, Hightower Securities LLC, and M&T Securities. Outside of his advisory role, Jensen is involved with The Advisor Network, a web-based platform for financial professionals to share industry news and training. Pathway Partners Wealth Advisors serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm emphasizes discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Kevin Mohr is a financial advisor at WNY Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cadaret, Grant & Co., Inc. and LPL Financial. Mohr serves as a board member of Radius Federal Credit Union, a nonprofit organization. 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 a diversified investment approach with ongoing monitoring and offers standalone planning engagements and educational seminars.