Ryan Ficorilli is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Silver Grove Financial Group since 2017 and previously worked at LPL Financial for eight years. 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 using low-cost mutual funds and ETFs, with supplemental individual securities, and utilizes multiple delivery models to meet client objectives.

Patrick Sgroi is a financial advisor at Sgroi Wealth Advisory Group LLC with 33 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. He serves as president of the Jeffery Michael Sgroi Foundation and holds board positions at Orchard Park Country Club and St. Francis High School. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and reducing the risk of permanent capital loss, utilizing both internal and third-party investment resources.

Nicholas Ingold is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Moldenhauer & Associates, Commonwealth Financial Network, and Equitable Advisors. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm uses both fundamental and technical analysis along with institutional research to tailor investment programs and asset allocation models for its clients.

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.

Brian Clouden is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. Sgroi Wealth Advisory Group LLC is a multi-team firm that provides investment advisory services, serving clients through a combination of independent advisory and broker-dealer relationships.

Nathan Severson is a financial advisor at Silver Grove Advisory Services with a Series 65 credential. He has been with the firm since 2025 and has prior experience working in educational and community roles, including positions at State University of New York and Erie Community College. His background also includes involvement with local organizations such as the Hamburg Village Swim Center. 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 diversified, long-term oriented investment approach using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options as needed, and offers a variety of delivery models including direct discretionary management and referral services.

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.

Vincent Scarsella is a CFP® certificant with 11 years of experience in financial advising. He is currently with Sgroi Wealth Advisory Group LLC and previously worked at Cadaret, Grant & Co., Inc. for 11 years. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and related consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and risk reduction, with portfolios reviewed by an internal Investment Committee and implemented through multiple custodians.

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.

Brian Norman is a financial advisor at Moldenhauer & Associates with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management through platform relationships, primarily with Commonwealth, and serves as a sponsor and supervisory overseer for wrap fee programs and third-party managers.

Julianne Incardona is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She has worked with Silver Grove since 2017 and previously with LPL Financial and M&T Securities. 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, diversified investment approach using low-cost mutual funds and ETFs, complemented by individual securities as needed, and offers multiple delivery models including direct discretionary management and platform referrals.

Summer Mckellar is a financial advisor at Sgroi Wealth Advisory Group LLC with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Sgroi Wealth Advisory Group since 2017, with prior experience at Cadaret, Grant & Co., Inc. and Lawley Retirement Advisors. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and risk reduction, delivering services primarily on a discretionary basis and utilizing both internal and third-party investment strategies.

Katie Weibel is a CFP® with 19 years of industry experience, currently with Silver Grove Advisory Services. She has worked at firms including LPL Financial LLC and M&T Securities, Inc. Since 2022, she has hosted a radio show focused on financial topics with 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 businesses, managing approximately $453.6 million in client assets through a mix of discretionary management, referrals, and multiple sponsored platforms.

Annette Olday is a financial advisor with Silver Grove Advisory Services, holding a Series 63 designation and over 23 years of industry experience. She has worked at Silver Grove since 2017 and concurrently serves at LPL Financial and Meridia Community Federal Credit Union. Outside of her advisory roles, she is involved with Meridia Community Federal Credit Union in a financial institution capacity and has experience as a non-variable insurance agent. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $453.6 million in client assets, using diversified portfolios primarily comprised of low-cost mutual funds and ETFs, with additional use of stocks, bonds, and options as needed.

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.

Jonathan Amoia is a financial advisor at TritonPoint Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sandhill Investment Management for 12 years. Outside of his advisory role, he is a principal at Alkemy Machine, where he is involved in strategic decision-making and financial oversight. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach combines long-term asset allocation, quantitative and fundamental analysis, and a mix of public equities, fixed income, and private-market alternatives, supported by in-house management and independent managers.

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.

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 at Silver Grove Advisory Services with 17 years of industry experience. He holds a Series 63 designation and has worked at Silver Grove Advisory Services since 2017 and LPL Financial since 2012. Outside of advisory services, he is the owner and operator of Sterling Tax & Accounting LLC, a tax preparation and accounting business. Silver Grove Advisory Services manages approximately $453.6 million in client assets and provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and individual securities, and offers multiple delivery models including direct management and referrals to independent managers.