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 ChFC® and holds a Series 66 license with 13 years of industry experience. He is currently with Silver Grove Advisory Services and has previous experience at firms including LPL Financial, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his financial advisory work, Myers occasionally plays bagpipes for special events such as weddings and funerals. Silver Grove Advisory Services manages approximately $453.6 million in client assets, serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers investment management, financial planning, and retirement plan consulting through diversified, long-term portfolios using mutual funds, ETFs, and individual securities, with a mix of delivery models including direct management and sponsored platforms.

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 Series 63 and Series 66 credentials. His prior work includes roles at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, primarily implementing client portfolios through a platform relationship with Commonwealth.

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 worked at Silver Grove since 2017, following previous roles at LPL Financial. Outside of his advisory work, he owns Sterling Tax & Accounting Inc., a tax preparation and accounting firm. 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 offers diversified, long-term oriented portfolios and employs a mix of delivery models, including direct discretionary management and referrals to independent managers.

John Sanderson is a Series 65 licensed financial advisor with 13 years of industry experience. He has been with Sanderson Wealth Management, LLC since 2001 and is based in Buffalo, NY. Sanderson Wealth Management provides comprehensive financial planning and investment consulting to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs to implement strategies.

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 with Moldenhauer & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Outside of finance, he operates a vintage clothing business online and works occasionally as a delivery driver. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm utilizes Commonwealth’s platform for discretionary portfolio management, model programs, and third-party manager selection, with a focus on supervisory oversight of wrap fee programs.

Michael Harmer is a CFP® professional with 10 years of experience, affiliated with Waterford Advisors, LLC in Orchard Park, NY. He has worked at Cadaret, Grant & Co., Inc. and Waterford Advisors since 2012. In addition to his advisory role, he provides tax preparation and compliance services as an Enrolled Agent. Waterford Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm emphasizes strategic asset allocation and fundamental analysis, managing portfolios primarily invested in mutual funds and ETFs.

Paul Hutchings is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Citi Group. Outside of advising, he has been involved with the University of Buffalo Athletics for over a decade. Sgroi Wealth Advisory Group LLC provides financial planning, investment management, and consulting services to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk management, with portfolios reviewed by an internal Investment Committee and implemented through custodians like Charles Schwab and LPL Financial.

Shawn Glogowski is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Note Advisors, LLC and has prior experience at GCW Capital, LLC and MassMutual. In addition to his advisory role, he works as an independent agent in fixed life and health insurance sales. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm offers comprehensive financial planning, portfolio management, tax preparation by enrolled agents, and estate-planning assistance, using a “planners first, then managers” approach to coordinate tailored financial strategies.

Justin Sanderson is a CFP® professional with five years of industry experience, currently serving at Sanderson Wealth Management, LLC, where he has been since 2001. The firm has a team of 11 advisors and is based in Buffalo, NY. 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 focuses on asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs for liquidity and transparency.

Christine Papelian is a CFP® professional with 13 years of experience in the financial services industry. She currently works at Illumination Wealth Management and has held prior roles at Sterling Investment Counsel, LPL Financial, REDW Wealth, Smarter Financial Solutions, and Charles Schwab. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, offering comprehensive Financial Life Management that includes financial planning, investment management, pension consulting, and employee education. The firm employs client-specific investment policy statements and strategic asset allocation models with regular portfolio monitoring, emphasizing long-term allocation strategies.

Christina Michalczak is a CFP® and Series 66-licensed financial advisor with 19 years of experience, currently with Waterford Advisors, LLC. She has worked consistently at both Waterford Advisors and Cadaret, Grant & Co., Inc. since 2007. Outside of her advisory role, she serves as president of the Financial Planning Association of Western New York and is also an enrolled agent providing tax preparation services. Waterford Advisors is an SEC-registered advisory team managing approximately $399 million in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and estates through discretionary portfolio management and comprehensive financial planning, utilizing diversified asset allocation models and ongoing account reviews.

Andrew Swartwout is a financial advisor with Silver Grove Advisory Services and holds a ChFC® designation and Series 63 license. He has 31 years of industry experience, including over two decades at M&T Securities, Inc., and has been with Silver Grove Advisory Services since 2017. Outside of advisory work, he serves on the leadership team of Obi Community Church and is a Notary Public in New York. 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 long-term, diversified investment approach using low-cost mutual funds and ETFs, complemented by individual securities as needed, and offers multiple delivery models including discretionary management and referrals to independent managers.

Numayer Khan is a financial advisor at Sandhill Investment Management with three years of industry experience. He holds the Series 66 designation and has worked previously at Independent Financial Group, LLC, Maks Pharma & Diagnostics, Inc., and Rogosin Brooklyn Home Dialysis. Khan was also a full-time student for nine years prior to his advisory career. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, and sub-advisory services. The firm uses a research-driven investment process focused on fundamental analysis and serves as a sub-advisor and model provider to multiple national wrap and UMA platforms.

Shawn Mclaughlin is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. He is also registered as an insurance agent for non-variable insurance products. 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, delivering discretionary portfolio management with oversight from an internal Investment Committee.

Jennifer Badzinski is a financial advisor at Moldenhauer & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, LPL Financial, and Purshe Kaplan Sterling Investments. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management through a platform relationship with Commonwealth, utilizing both advisor-managed and model-based wrap programs, as well as third-party asset managers.

Jonathan Dombrowski is a financial advisor with Moldenhauer & Associates in Orchard Park, NY, holding a Series 63 designation and 12 years of industry experience. His career includes roles at Commonwealth Financial Network and Merit Financial Advisors. He is also involved in fixed insurance sales conducted under Buffalo Business & Estate Services, Ltd. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and access to third-party asset managers through wrap programs and maintains supervisory oversight of these managers.