Ronald Kotas is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for over 25 years and has been with WNY Asset Management since 2010. In addition to his advisory role, he is involved in tax preparation and accounting through Kotas & Kotas CPA PC. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary portfolio management, financial planning, and consulting. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, and ETFs, and collaborates with CPAs and attorneys to support client needs.

Steven Sanders is a financial advisor at WNY Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2012. Prior to that, he was associated with Cadaret, Grant & Co., Inc. and served on the Town of Amherst board. Outside of his advisory role, he is a Certified Public Accountant with a private practice and serves as treasurer of the Cleveland Business Association. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and independent managers, with ongoing monitoring and client communication.

Jonathan Petrie is a CFP® professional with 11 years of industry experience. He is currently with WNY Asset Management, LLC and has prior experience at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Petrie is also involved with ClearPlan Financial, Inc. and maintains a business entity for tax and investment purposes. 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 services. The firm employs a diversified investment approach across multiple asset classes and offers educational seminars and workshops.

Jeffrey Viksjo is a financial advisor at Ogorek Wealth Management, LLC with 5 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ogorek Wealth Management in 2017, he worked at KeyBank from 2016 to 2017. Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, and nonprofit organizations. The firm employs fundamental and technical analysis in its investment strategies and manages approximately $559 million in client assets with a two-advisor team.

Joseph Mineo is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and with three years of advisory experience. He has been affiliated with WNY Asset Management since 2010 and has over 40 years of experience as a partner at Blatner, Mineo, CPA, PC. Outside of his advisory role, he serves as a planning board commissioner for the City of Tonawanda and holds various voluntary positions with Canisius High School and Canisius College alumni associations. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a client-focused approach involving asset allocation across multiple investment types and offers standalone planning engagements, as well as educational seminars.

Stephen Czechowski is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He also works at Kotas & Kotas, CPA P.C., where he has been employed since 1982. Outside of his advisory role, he serves as a business official with the Alden Substance Abuse Coalition. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and collaborates with other professional service providers including CPAs and attorneys.

Colden Repka is a financial advisor at WNY Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Arbor Realty Trust, Citi Global Markets Inc, Geico Insurance, and Attica Hotel. WNY Asset Management provides discretionary investment advisory services and financial planning to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of investment strategies combining fundamental and technical analysis, diversified allocations, and both long- and short-term trading approaches.

Daniel Bertleff is a CFP® professional at Landmark Wealth Management with seven years of industry experience. He has been with Landmark Wealth Management since 2019 and previously worked for Lockport Locks & Erie Canal Cruises from 2012 to 2019. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm emphasizes diversified, asset-allocated portfolios based on Modern Portfolio Theory and integrates accounting and tax services through affiliated Certified Public Accountants.

Robert Kloss is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC and LPL Financial LLC, having previously worked at Cadaret, Grant & Co., Inc. and Clearplan Financial, Inc. He also operates an insurance agency, Robert Kloss Insurance, which he has managed since 1992. WNY Asset Management serves individual investors, high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and allocations to independent managers, supported by ongoing monitoring and client education.

Robert Canterbury is a financial advisor at Dopkins Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at BST Wealth Management, LLC, Mercer Allied Company, L.P., and The Ayco Company LP. 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 employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, and offers formal ERISA fiduciary analysis and governance services for plan sponsors.

Mark Wojcinski is a financial advisor at Pathway Partners Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios and GWN Securities. Outside of his advisory role, he is involved in business development for a web platform supporting financial professionals, leads sales and outreach for a marketing and web design agency, and contributes as a concept creator for a children's book publishing company. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs model-driven investment strategies based on modern portfolio theory and fundamental analysis, managing approximately $58 million across about 247 client relationships.

Raymond Carter is a financial advisor at WNY Asset Management, LLC with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes nearly three decades at Carter Financial Management, LLC and ongoing work with Cadaret Grant. 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 services. The firm employs a comprehensive investment approach that includes asset allocation across equities, fixed income, mutual funds, and ETFs, along with relationships with other professional service providers.

William Mistretta is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at firms including LPL Financial LLC and Cadaret, Grant & Co., Inc. Outside of advisory services, he is involved with WNY Tax Planners, LLC, a tax preparation and accounting firm. 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 across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and coordinating with other professional service providers.

Alex Stauffiger is a financial advisor at Pathway Partners Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KeyBank and Niagara University. Outside of his advisory role, he serves as Head of Content and Marketing for The Advisor Network, an educational platform focused on social media and content creation. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm offers discretionary portfolio management and integrated financial planning, utilizing model-driven strategies based on modern portfolio theory and fundamental analysis.

Nicholas Scibilia is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Citigroup Global Markets, Cadaret, Grant & Co., Inc., and LPL Financial before his current role. 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 a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and collaborates with other professional service providers including CPAs and attorneys.

William Pictor is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 credentials with 47 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 1986. Outside of his advisory work, he serves as the unpaid chairperson of the East Aurora Chamber Music Festival, which produces four classical chamber music concerts annually. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm offers both discretionary and non-discretionary account management, access to third-party sub-advisors, and develops personalized investment programs using fundamental and technical analysis along with institutional research.

Anne Emblidge is a financial advisor at Trubee Wealth Advisors, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Trubee Wealth Advisors since 2017. Prior to that, she was the owner and sole employee of Quant, LLC, a business she established in 2014 that currently does not provide any services. She serves as Treasurer for Estate Analysts of Western New York, Inc., a nonprofit focused on estate planning and networking. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate plans, charitable institutions, and endowments. The firm employs both fundamental and technical analysis in developing personalized investment programs and offers a hybrid service model combining in-house advice with outside managers.

Matthew Drosendahl is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Trubee, Collins & Co., Inc. since 2018 and previously was employed at Uniland Development Company from 2012 to 2018. 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, utilizes fundamental and technical analysis along with institutional research, and combines in-house advice with external managers to implement investment decisions.

Lindsay De Lellis is a CFP® professional at Landmark Wealth Management with nine years at the firm and a total of five years of industry experience. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management serves individual and institutional clients, including high-net-worth individuals and governmental entities, offering portfolio management, financial planning, and ERISA plan consulting. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing diversified, asset-allocation-driven portfolios primarily using mutual funds and ETFs.

Kevin Monheim is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Dopkins Wealth Management, LLC and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Manning & Napier Advisors LLC. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 client relationships. The firm employs a diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and provides ERISA fiduciary reviews alongside portfolio management and retirement plan consulting.