Phillip Vance is a financial advisor at Sterling Investment Counsel, LLC with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial LLC since 2018 and at Sterling Investment Counsel since 2016. Prior to that, he was with SII Investments, Inc. for 11 years. Sterling Investment Counsel provides portfolio management and financial planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, using a combination of analytical methods and both long- and short-term trading strategies.

Brian Norman is a financial advisor with Moldenhauer & Associates in Orchard Park, NY, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Merit Financial Advisors, Commonwealth Financial Network, and Connor Wealth Management. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and fee-for-service consulting, primarily through Commonwealth’s platform with a focus on wrap fee programs and third-party manager oversight.

Angelo D'amato Goodenough is a financial advisor at Sanderson Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Note Advisors, LLC for three years. Prior to his advisory roles, he was affiliated with the University at Buffalo for six years. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment consulting. The firm emphasizes asset allocation using capital market assumptions and risk analysis, primarily implementing strategies through mutual funds and ETFs, and is notable for managing most assets on a non-discretionary basis while maintaining relationships with insurance companies.

Julianne Incardona is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She joined Silver Grove Advisory Services in 2017 after working at LPL Financial, LLC for 11 years. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach focused on diversified allocations using low-cost mutual funds, ETFs, and, when appropriate, individual securities, managing roughly $453.6 million in assets under a team of 17 advisors.

Summer Mckellar is a financial advisor with Sgroi Wealth Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked with firms including Cadaret, Grant & Co., Inc., LPL Financial, and Lawley Retirement Advisors. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, utilizing both internal and third-party investment strategies.

Katie Weibel is a CFP® professional with 19 years of industry experience. She has worked at Silver Grove Advisory Services since 2017 and has been with LPL Financial since 2015. Outside of advisory work, she hosts a radio show through New York Marketing. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using diversified allocations across low-cost mutual funds, ETFs, and individual securities, supported by multiple third-party platforms and discretionary portfolio management.

Annette Olday is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. She has 22 years of industry experience, including roles with LPL Financial and Meridia Community Federal Credit Union. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using diversified allocations across low-cost mutual funds, ETFs, individual securities, and multiple third-party platforms.

Carl Bader is a financial advisor at Sanderson Wealth Management, LLC with four years of industry experience. He has been with Sanderson Wealth Management since 2001. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, business entities, and insurance company clients. The firm provides comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management, with an emphasis on asset allocation using capital market assumptions and risk analysis.

Ryan Smith is a CFP® professional with four years of industry experience. He is currently with Waterford Advisors, LLC and previously worked at Dopkins Wealth Management and Canisius College. Waterford Advisors serves individuals, pension and profit-sharing plans, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm manages over $337 million in discretionary assets and employs a strategic asset allocation approach, utilizing mutual funds, ETFs, and model portfolios tailored to client needs.

Jason Weber is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. He has 17 years of industry experience, including roles at Silver Grove Advisory Services since 2017 and LPL Financial since 2012. Outside of his advisory work, Weber is the owner and operator of Sterling Tax & Accounting LLC, a tax preparation and accounting business. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm follows a primarily long-term, customized investment approach that uses diversified allocations with low-cost mutual funds, ETFs, and select individual securities, managing approximately $453.6 million in assets through a team of 17 advisors.

Thomas Waring is a financial advisor with Note Advisors, LLC in Buffalo, NY. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has five years of industry experience. Waring has been with Note Advisors since 2014, working as part of a six-advisor team. Note Advisors provides financial planning, portfolio and investment management, and consulting services to individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm offers a planners-first workflow that integrates holistic financial modeling and coordinated implementation, alongside in-house tax preparation and multigenerational wealth coaching programs.

Jeffrey Haxton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cadaret, Grant & Co., Inc. for 15 years and operates Sgroi Wealth Advisory Group, LLC, an independent registered investment advisor. Haxton also serves as treasurer for the Susan Haxton Memorial Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutions. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jason Myers is a financial advisor with Silver Grove Advisory Services, holding the ChFC® designation and Series 66 license, and has 13 years of industry experience. His prior work includes roles at Jackson Hewitt Tax Service, LPL Financial, Massachusetts Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory work, he is a bagpipe player hired occasionally for special events such as weddings and funerals. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a long-term, customized investment approach using diversified allocations of low-cost mutual funds, ETFs, and select individual securities, managing approximately $453.6 million in assets through a team of 17 advisors.

Matthew Mc Anulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Sgroi Wealth Advisory Group LLC. His prior experience includes roles at Cadaret Grant & Co., Inc. and Sgroi Financial. He is involved in conducting seminars and workshops through SGROI LAWLEY LLC. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, with investment selections reviewed by an internal committee and portfolios implemented through custodians such as Charles Schwab and LPL Financial.

Guillermo Aguilar Hernandez is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been with Precision Financial Services and its affiliated entity PFS Partners, LLC since 2016. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and may recommend private investment funds after due diligence.

Patrick O'Connell is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Merit Financial Advisors, Commonwealth Financial Network, and Moldenhauer Associates. Outside of advisory work, he is involved in fixed life insurance sales. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and fee-for-service consulting, utilizing platform relationships with Commonwealth to implement client portfolios through advisor-managed and model-based wrap programs.

Ryan Seufert is a financial advisor at Silver Grove Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Grove since 2017. Prior to that, he worked at LPL Financial. Outside of his advisory role, Seufert is involved with Sterling Tax & Accounting, Inc., a tax preparation and accounting firm. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related services to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach utilizing diversified allocations of low-cost mutual funds, ETFs, and individual securities, supported by a team of 17 advisors managing approximately $453.6 million in assets.

John Sanderson is a financial advisor at Sanderson Wealth Management, LLC in Buffalo, NY, with 12 years of industry experience and a Series 65 credential. He has been with Sanderson Wealth Management since 2001. Sanderson Wealth Management 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 emphasizes asset allocation using capital market assumptions and implements strategies primarily through mutual funds and ETFs, maintaining a large portion of assets on a non-discretionary basis and advising on insurance and annuity products.

James Warner is a CFP® professional with five years of industry experience, currently serving as part of the team at Sanderson Wealth Management, LLC in Buffalo, NY. He has been with Sanderson Wealth Management, LLC since 2001. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to a diverse client base that includes individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach focuses on asset allocation, manager due diligence, and ongoing monitoring, primarily utilizing mutual funds and ETFs.

Jeremy Walter is a financial advisor at Moldenhauer & Associates with two years of industry experience. He holds a Series 66 designation and has prior experience with Merit Financial Advisors and Commonwealth Financial Network. Outside of his advisory work, he operates a vintage clothing business online and works as a part-time driver for DoorDash. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and access to third-party asset managers through wrap fee programs and maintains supervisory oversight of these managers.