Kenneth Wolf is a financial advisor with Sovereign Asset Management in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior work includes roles at LPL Financial, Sovereign Asset Management, and Next Financial Group Inc. Outside of his advisory work, he has involvement with The Money Men, Inc. and Priority Financial Group. Sovereign Asset Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, corporations, and businesses. The firm manages approximately $176 million in discretionary assets and employs a diversified, systematic investment approach using mutual funds, ETFs, and select equities tailored to client risk profiles and goals.

John Gullo is a financial advisor at Sanderson Wealth Management, LLC in Buffalo, NY. He holds the CFP® designation along with Series 63 and 65 licenses and has five years of industry experience. Gullo has been with Sanderson Wealth Management since 2007, totaling 19 years of tenure at the firm. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs to maintain liquidity and transparency.

Thomas Baker Jr. is an advisor at Sandhill Investment Management with six years of industry experience and holds Series 63 and Series 65 licenses. He has been with Sandhill Investment Management for ten years. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, sub-advisory services, and model portfolios. The firm focuses on fundamental, bottom-up research and employs a long-term, buy-and-hold investment approach across diversified asset strategies.

Jeffrey Bowen is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY. He holds Series 63 and Series 66 designations and has 49 years of industry experience, including over four decades at Trubee, Collins & Co., INC. 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 offers both discretionary and non-discretionary account management, access to third-party sub-advisors, and personalized supervisory and administrative services.

Steven Elwell is a CFP® professional with 11 years of experience, currently serving at Level Financial Advisors, Inc. in East Amherst, NY. He has been with the firm since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors serves individuals, families, trusts, nonprofits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm utilizes a diversified asset-allocation approach and offers tax-efficient strategies such as direct indexing and technology-assisted account aggregation, along with educational resources and a quarterly newsletter for clients and peers.

Elise Murphy is a CFP® with five years of industry experience, currently advising at Level Financial Advisors, Inc., where she has worked since 2012. She is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models and offers direct indexing for qualifying taxable accounts, alongside financial-planning-only engagements on flat-fee or hourly bases.

Patrick Collins is a CFP® with two years of industry experience, currently serving as a financial advisor at WNY Asset Management, LLC in Williamsville, NY. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Sandhill Investment Management. 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, using diversified allocations and a blend of fundamental, technical, and charting analysis within defined asset-allocation programs.

Judy Sescil is a CFP® professional with 13 years at WNY Asset Management, LLC and a total of 15 years in the financial industry. She also operates her own CPA/PFS firm. WNY Asset Management provides discretionary investment advisory and financial planning services to individuals, business entities, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm employs diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment approach.

Thomas Vossler is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Trubee Wealth Advisors since 1982. Outside of his advisory role, he is president and owner of Vossler Company, a bituminous coal sales business. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm employs both fundamental and technical analysis, offers access to third-party sub-advisors, and manages discretionary and non-discretionary accounts tailored to client objectives.

Larry Stolzenburg is a financial advisor at Sandhill Investment Management with 19 years of industry experience. He holds the Series 65 designation and previously operated his own CPA practice for 20 years. Stolzenburg has been with Sandhill since 2008. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients by offering portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold strategy and offers diversified asset allocation along with specialized fixed-income and alternative investment options.

Cynthia Vance is a CFP® and ChFC® with 43 years of industry experience. She is currently affiliated with Sterling Investment Counsel, LLC and LPL Financial, having previously worked at SII Investments and Jensen, Marks, Langer & Vance LLC. Outside of her advisory practice, she serves as a board member for WNED/WBFO and maintains a part-time legal practice as an attorney. Sterling Investment Counsel provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages over $1 billion for approximately 850 clients, employing an Investment Policy Committee to oversee portfolios and utilizing both long-term and short-term trading strategies.

Diane Kazak is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes long tenures at Cadaret, Grant & Co., Inc. and ongoing involvement in her own tax preparation and accounting business, Kazak Business Services. She is also 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, financial planning, and consulting. The firm employs a client-focused approach with diversified asset allocation and offers educational seminars and collaborations with other professional service providers.

Christopher Marks is a financial advisor with Sterling Investment Counsel, LLC, holding Series 63, 65, and 66 licenses and having 29 years of industry experience. He has worked at firms including LPL Financial and Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC. Marks is also involved in insurance brokerage through Specific Solutions, Inc. and Alliance Advisory Group LLC. Sterling Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and business entities. The firm manages over $1 billion for approximately 850 clients, employing both long-term and short-term trading strategies and offering managed account solutions via the AssetMark platform.

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.

Brian Laible is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 12 years of industry experience. He has been with Landmark Wealth Management since 2011. In addition to his advisory role, Mr. Laible is a Certified Public Accountant and may provide income tax preparation and accounting services under separate agreements. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios and integrates accounting and tax services through its CPA representatives.

Kevin Sullivan is a financial advisor with Warner Wealth in Lockport, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. He is a published author and hosts a podcast focused on wealth management for physicians. Additionally, he is involved in youth leadership at his local church. Warner Wealth serves individuals, families, and business owners, providing comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm employs a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and integrates multi-generational engagement with collaboration alongside clients’ accounting and legal professionals.

Phillip Frattali Jr. is a CFA® charterholder with 12 years at Sanderson Wealth Management, LLC, where he has five years of industry experience. He is based in Buffalo, NY, and works as part of an 11-advisor team. Sanderson Wealth Management offers comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes asset allocation, manager due diligence, and ongoing monitoring, implementing strategies primarily through mutual funds and ETFs.

Evan Kraft is a Certified Financial Planner (CFP®) with 4 years of industry experience. He has been with Sanderson Wealth Management, LLC since 2010. Sanderson Wealth Management, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm’s approach emphasizes asset allocation based on capital market assumptions and risk analysis, utilizing mutual funds and ETFs for transparency and liquidity, and maintains a significant focus on non-discretionary management and insurance-related advisory services.

Colin Healy is a financial advisor at Pathway Partners Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for 13 years. Outside of his advisory role, he serves as president of The TashaStrong Foundation, a charitable organization that raises funds and awareness for cancer research, and is the founder of The Advisor Network, a web-based platform for financial professionals to share industry knowledge and training. Pathway Partners Wealth Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, managing approximately $58 million across about 247 client relationships. The firm provides discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Alyssa Bogardus is a CFP® at Level Financial Advisors, Inc. with three years of industry experience. She has been with Level Financial Advisors since 2021, following prior roles in education at Edinboro University and Girard High School. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, incorporating tools like direct indexing and AI-assisted meeting documentation.