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.

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.

Trevor Cahill is a financial advisor at Countryside Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Peak Brokerage Services, Blackridge Asset Management, and Equitable Advisors. Outside of his advisory work, he serves as a volunteer firefighter with the Getzille Fire Company in Getzville, NY. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management across traditional brokerage accounts and specialized vehicles. The firm utilizes model portfolios and third-party sub-advisors on the AssetMark platform and offers financial planning as a separate service while also providing annuity management through licensed insurance agents.

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.

Todd Murphy is a CFP® and CFA® with 19 years of industry experience. He is a principal at Garrison Murphy Wealth Management, LLC, where he has worked since 2018. Prior to joining Garrison Murphy, he spent six years at Wilmington Trust Investment Advisors, Inc. Garrison Murphy Wealth Management serves individual and high-net-worth clients as well as pooled investment vehicles, providing integrated wealth advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm emphasizes strategic asset allocation and integrates private and public holdings, also offering advisory services for private funds and other pooled vehicles.

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.

Paul Lytle is a financial advisor with Lytle Investments, holding over 51 years of industry experience. He has worked at several related entities including Lytle Investments Services Corp. since 1985 and Summit Consultants & Advisors LLC from 2009 to 2017. In addition to advisory services, he is involved in selling group and individual insurance products through an affiliated entity. Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million and serving individuals, trusts, retirement plans, and corporations. The firm offers discretionary and non-discretionary portfolio management with an investment approach centered on long-term strategic asset allocation complemented by tactical adjustments and access to third-party money managers.

Eugene Chaas is a CFA® charterholder with four years of experience as a financial advisor at Delaware Avenue Advisors Inc. He has been a part-time lecturer at Buffalo State College since 2007, teaching courses in investments, estates, and corporate finance. Outside of his advisory and academic roles, he serves as the national treasurer of the Modern Whig Institute. Delaware Avenue Advisors provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm integrates client-specific Investment Policy Statements with macroeconomic, fundamental, technical, and portfoliometric analysis, employing both active and passive strategies across various portfolio types.

Jeffrey May is a financial advisor at Florian Financial Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for 12 years. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm uses tactical asset allocation and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis according to each client’s Investment Policy Statement.

John Haberstro is a financial advisor at Shield Wealth Advisors in Williamsville, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PEAK Brokerage Services and various insurance carriers through W&R Insurance Agencies. Haberstro has been with Shield Wealth Advisors since 2020. Shield Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, offering both direct asset management and third-party sub-advisory programs.

Ryan Carney is a financial advisor with Winthrop Partners – WNY, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Winthrop Partners since 2016. Winthrop Partners – WNY, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a discovery process to establish client goals and risk tolerance, implementing portfolios with a mix of individual equities, fixed income, ETFs, and mutual funds across a range of model allocations, and offers specialized services such as a subscription-style planning service and legacy-portfolio management.

Dirk Rabenold is a CFP® professional with 41 years of industry experience and is currently affiliated with Rabenold Advisors, Inc. He has worked previously at LPL Financial, Next Financial Group Inc, and Janney Montgomery Scott. Outside of his advisory role, he serves as an elected official with the Amherst Republican Committee. Rabenold Advisors, Inc. provides investment management and financial planning primarily to individuals and families, utilizing diversified portfolios that include mutual funds, ETFs, equities, fixed income, and options. The firm follows an asset allocation approach based on Modern Portfolio Theory, incorporates tactical adjustments with fundamental and technical analysis, and treats financial planning as an ongoing process integrated with investment management.

Michael Aquino is a CFP® with eight years of industry experience and is currently with Western New York Financial Group, LLC, where he has worked since 2019. He previously worked at Lower River Wealth Management from 2012 to 2020. Western New York Financial Group serves individuals, corporations, and retirement plans with financial planning, portfolio management, and estate settlement services. The firm uses a proprietary investment model based on technical analysis and tailors portfolios to client objectives and risk tolerance, maintaining oversight even when delegating day-to-day management to third-party advisers.

Neil Farrell is a financial advisor at Farrell Financial with a Series 65 designation and four years of industry experience. Prior to joining Farrell Financial, he worked at The University of Tennessee at Chattanooga and served in the United States Air Force Academy. Farrell Financial provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and manages client portfolios on a discretionary basis, serving both non-high-net-worth and high-net-worth clients.