Debra Brown is a CFP® professional with 12 years of experience in financial advising. She is currently with WNY Asset Management, LLC and has also worked at LPL Financial LLC and Cadaret, Grant & Co., Inc. since 2014. 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 diversified asset allocation strategies across multiple asset classes and maintains relationships with other professional service providers, including CPAs and attorneys.

Mark Kirchmyer is a financial advisor at Silver Grove Advisory Services with 41 years of industry experience. He has been with Silver Grove Advisory Services and affiliated with LPL Financial since 2017 and previously worked at Key Investment Services LLC from 2009 to 2017. Kirchmyer holds Series 63 and Series 66 licenses. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, complemented by individual securities as needed, and utilizes various delivery models including discretionary management and referrals to independent managers.

Daniel Byles Smith is a CFP® professional with three years of industry experience, currently serving as an advisor at Waterford Advisors, LLC, where he has worked for ten years. The firm is a fee-based, SEC-registered advisory team that provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting for individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, and estates. Waterford manages approximately $399 million in client assets using diversified asset-allocation models and written Investment Policy Statements.

Katherine Buccieri is an advisor at Silver Grove Advisory Services with a Series 65 designation and seven years of experience in accounting and related client services. She has worked at Buccieri CPA, PLLC and Daniel A Buscaglia DO, PC, and currently holds positions at R Berger & Company CPAS, PC and Aurora CPA, PLLC. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term oriented, diversified investment approach using mutual funds, ETFs, stocks, bonds, and options, and offers a mix of direct management and referral-based platforms.

John Ring III is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has a background that includes over three decades as a practicing attorney, owning his own law firm and serving as a Chapter 7 Bankruptcy Trustee. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses, utilizing discretionary portfolio management and access to third-party asset managers. The firm is notable for sponsoring and providing oversight of wrap fee programs offered through their platform relationships.

Zachary Shroyer is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Brock, Schecter & Polakoff, LLP. Outside of his advisory role, he provides administrative support to WNY Asset Management. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of investment strategies and maintaining relationships with other professional service providers.

Sandra Turchiarelli is a financial advisor with Sgroi Wealth Advisory Group LLC, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc. and LPL Financial. She is also commissioned as a notary in West Seneca, NY. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, including high-net-worth clients, as well as corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk mitigation, managing approximately $1.357 billion in assets.

John Shine is a CFP® and CFA® with 10 years of industry experience, currently serving at Trubee Wealth Advisors, Inc. in Buffalo, NY. He has been with Trubee, Collins & Co, Inc. since 2014. Outside of his advisory role, Shine is a member of the Board of Governors at the Park Country Club of Buffalo. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm combines fundamental and technical analysis with institutional research to develop tailored investment programs, offering both discretionary and non-discretionary account management.

John Meisner is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation with 14 years of industry experience. He worked at Trubee, Collins & Co., Inc. for 11 years before joining Olivewood Consulting and then returning to the firm under its current name. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs both fundamental and technical analysis along with institutional research to develop tailored investment programs, managing accounts through a hybrid model combining in-house advice and external managers.

Jennifer Jurek is a CFP® professional with 29 years of experience in the financial services industry. She has worked at Sgroi Wealth Advisory Group LLC since 2017 and previously spent over two decades at Cadaret Grant & Co. Inc. and Sgroi Financial, LLC. Jurek is a volunteer with the West Seneca Finance Academy and holds the Certified Divorce Financial Analyst designation. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, utilizing both internal and third-party investment strategies.

Laureen Syta is a CFP® professional at WNY Asset Management, LLC with 12 years of industry experience. She has worked previously at LPL Financial, Cadaret Grant, and Relationship Velocity. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, businesses, and various institutional clients. The firm serves both non-high-net-worth and high-net-worth clients using diversified investment strategies and offers educational seminars and workshops at no charge.

Chad Oconnell is a financial advisor at Dopkins Wealth Management, LLC with four years of industry experience. He holds the Series 63 designation and has been with Dopkins Wealth Management since 2004. 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’s investment strategy is based on Modern Portfolio Theory, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, alongside conservative fixed income holdings where appropriate.

Ian Woods is a CFA® charterholder and financial advisor with NorthCape Wealth Management in Williamsville, NY. He has been with NorthCape since 2022 and previously worked at Ecotech Office Environments from 2017 to 2022. Woods has four years of industry experience. NorthCape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities by providing investment and wealth management, independent manager selection, financial planning, and fiduciary and non-fiduciary plan sponsor services. The firm primarily offers discretionary portfolio management with tax-aware asset allocation plans tailored to client objectives, managing approximately $706 million in client assets across about 570 client relationships.

Thomas Emmerling is a CFP® professional with four years of industry experience, currently serving at Dopkins Wealth Management, LLC in Williamsville, NY. He has been associated with Dopkins Wealth Management since 1999 and with its parent firm, Dopkins & Company LLP, since 1974. Outside of his advisory role, Emmerling is the owner of 200 International Drive, LLC, an entity established to receive rent for Dopkins & Company. 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’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios implemented primarily through no-load mutual funds and ETFs.

Paige Lunghino is a financial advisor at WNY Asset Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cadaret, Grant & Co., Inc., and Cambridge Investment Research. Outside of her advisory work, she is involved with Shorecliff Equine Partners LLC. 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 a range of clients from non‑high‑net‑worth to high‑net‑worth individuals and uses diversified investment strategies including fundamental and technical analysis, asset allocation, and both long- and short-term trading.

Thomas Turk is a CFP®-certified financial advisor with 44 years of industry experience. He has worked at CitiGroup Global Markets Inc. for 26 years. Turk serves on the board of Buffalo Suzuki Strings, a music school, where he participates in finance committee activities and long-term planning. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm combines fundamental and technical analysis with institutional research to tailor investment programs and asset allocation models for its clients.

Anthony Vecera is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Cadaret, Grant & Co., Inc. He is also involved with WNY Tax Planners LLC, a tax preparation and accounting business. WNY Asset Management serves individual investors, business entities, trusts, pension plans, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and third-party managers, while offering educational seminars and maintaining professional service relationships.

Treg Lewis is a financial advisor at Dopkins Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBX, Inc. for ten years. Outside of advising, Lewis is involved in woodworking through his ownership of Loon Woods, LLC, and provides consulting and project management services for Relco Systems, Inc. Dopkins Wealth Management serves individuals, high net worth clients, trusts, small businesses, and qualified retirement plans with discretionary and non-discretionary investment management. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, complemented by written investment policy statements, portfolio modeling, and periodic reviews.

Ryan Di Pasquale is a CFP® professional with eight years of experience at Waterford Advisors, LLC. Prior to joining the firm, he worked with Canisius University and St. Francis High School. He also serves as a bookkeeper for the Erie County Association of School Boards. Waterford Advisors serves individuals, pension and profit-sharing plans, trusts, and estates with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $337 million in discretionary assets for about 292 clients, focusing on strategic asset allocation and fundamental analysis with customized investment policies.

Renee' Hasenoehrl is a financial advisor at Northcape Wealth Management in Williamsville, NY, with 24 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing for five years before joining Northcape in 2016. Northcape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities by providing investment and wealth management, independent manager selection, financial planning, and plan sponsor services. The firm emphasizes discretionary portfolio management and constructs risk-adjusted, tax-aware asset allocation plans tailored to clients’ needs, managing approximately $706 million in assets across about 570 client relationships.