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.

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.

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.

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.

Jeffrey Wolniewicz is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Under Par Planning LLC, where he has worked since 2020. Prior to that, he spent nearly a decade at Northwestern Mutual in various capacities, including wealth management and investment management. Under Par Planning LLC is a state-registered advisory firm serving individuals, high-net-worth clients, retirement plan sponsors, and small business owners. The firm manages approximately $33 million and offers comprehensive financial planning, discretionary investment management, and retirement plan consulting, using a long-term, strategic asset-allocation approach with tax-aware implementation.

Braden Semlitsch is a financial advisor at Capital Insights Group of WNY, LLC, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he was involved with Nottinghill Wedding Venue and Manny's Ace Hardware. Capital Insights Group of WNY, LLC provides fiduciary financial planning and investment management to a range of clients, including individuals, families, and charitable organizations. The firm employs a combination of fundamental, qualitative, and quantitative analysis, offering both passive and active investment strategies alongside educational seminars and workshops.

William Hudson III is a Certified Financial Planner® with 25 years of industry experience. He is currently with Hudson Capital Advisory, Inc. and has previously worked at Monetary Management Corporation and other firms. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals and registered investment advisers. The firm offers customized portfolios using fundamental, technical, and cyclical analysis and engages in sub-advisory and co-advisory relationships with other SEC-registered advisers.

Thomas Lytle is a financial advisor at Lytle Investments with over 51 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Royal Alliance Associates, Inc., Summit Consultants & Advisors, LLC, and Osaic Wealth, Inc. In addition to his advisory role, he is involved in selling group and individual insurance products. Lytle Investments is a small SEC-registered firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million and focuses on a personalized, goals-based investment process with a strategic long-term orientation, offering a range of services including advisor-managed portfolios, third-party money manager access, financial planning, and retirement plan consulting.

Sean O'Brien is a financial advisor at Andrew Hill Investment Advisors, Inc. in Buffalo, NY with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at Sonwil Logistics and Canisius University. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, employer-sponsored plans, captive insurance companies, and individual insurance owners. The firm customizes portfolios based on client objectives and applies a combination of fundamental, technical, cyclical, and behavioral analysis, incorporating environmental, social, and governance (ESG) factors in security selection.

Jeffrey Husarek is a financial advisor at Buffalo First Wealth Management, LLC with three years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Equitable Advisors, Alliance Advisors, and Combined Insurance. Buffalo First Wealth Management offers discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations, managing approximately $91.7 million in discretionary assets. The firm uses a broad range of investment strategies and maintains insurance affiliations alongside institutional consulting for employer plans and endowments.