Braden Semlitsch is a financial advisor at Capital Insights Group of WNY, LLC, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he was involved with Nottinghill Wedding Venue and Manny's Ace Hardware. Capital Insights Group of WNY, LLC provides fiduciary financial planning and investment management to a range of clients, including individuals, families, and charitable organizations. The firm employs a combination of fundamental, qualitative, and quantitative analysis, offering both passive and active investment strategies alongside educational seminars and workshops.

Henry Urban is an advisor at Miller, Gesko & Company Inc. with four years of industry experience. He has been with Miller Gesko & Co Inc since 2001. Miller Gesko is an independent SEC-registered investment adviser managing approximately $170 million for about 87 clients, including individuals, trusts, estates, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, along with administrative trust services and informal tax planning, using a fundamental analysis approach to build customized portfolios.

William Hudson III is a CFP® professional with 25 years of industry experience, currently serving at Miller, Gesko & Company Inc. since 2025. He has prior experience at Hudson Capital Advisory, LLC, Hudson Advisor Services, Inc., and Monetary Management Corporation. Miller Gesko Wealth Management is an independent SEC-registered advisory firm managing approximately $183 million for about 75 clients, including individuals, trusts, estates, and charitable organizations. The firm offers customized investment management using fundamental analysis and incorporates client-specific constraints and outside holdings into ongoing planning.

Paul Isaac Sr. is a financial advisor with Paramount Wealth Advisors, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His career includes roles at Securities America Advisors and SSN Advisory, and he is managing partner of Paramount Settlement Planning, a company providing structured settlement services. He serves as a board member for the New York State Trial Lawyers and acts as of counsel to a law firm, assisting attorneys in litigation matters occasionally. Paramount Wealth Advisors, operating under Invictus Advisory Services, offers discretionary portfolio management and financial planning primarily to individuals, trusts, charities, and estates, with specialized expertise in managing settlement proceeds for personal-injury, wrongful-death, and workers’ compensation cases. The firm integrates fundamental and technical analysis with a long-term, diversified investment approach that emphasizes tax-aware, low-cost options and coordinated planning with legal and tax professionals.

Sean O'Brien is a financial advisor with Andrew Hill Investment Advisors, Inc. in West Seneca, NY, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in logistics and held positions at Canisius University and Valu Home Centers. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individual clients, trusts, estates, charitable organizations, employer-sponsored plans, and insurance-related clients. The firm customizes portfolios according to client objectives and incorporates fundamental, technical, cyclical, behavioral, and ESG analyses in its investment process.

Jeffrey Husarek is a financial advisor with Buffalo First Wealth Management, LLC in Williamsville, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to Buffalo First Wealth Management, he worked at Equitable Advisors, Alliance Advisors, and Combined Insurance. Buffalo First Wealth Management provides discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations. The firm manages approximately $91.7 million in discretionary assets across about 445 client relationships and offers a range of investment strategies alongside institutional consulting and insurance-related services.

David Ungaro is a financial advisor with Sovereign Asset Management in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Next Financial Group Inc and LPL Financial. Outside of advisory services, he is involved with The Money Men Inc, a business entity for tax and investment purposes. Sovereign Asset Management manages approximately $150.6 million for around 337 clients through a two-advisor team, offering discretionary portfolio management and financial planning primarily to high-net-worth individuals, corporations, and businesses. The firm employs a systematic investment approach centered on strategic asset allocation and efficient-frontier modeling, utilizing mutual funds, ETFs, and equities with periodic rebalancing.

Kevin Connolly is a financial advisor at Buffalo First Wealth Management, LLC with 9 years of industry experience. He holds a Series 66 designation and has worked at Buffalo First Advisory Services and Buffalo First Wealth Management since 2013. Connolly also serves as a trustee for Medaille College, participating in strategic planning and several committees. Buffalo First Wealth Management provides discretionary wealth management and financial planning to individuals, businesses, endowments, and foundations. The firm manages approximately $91.7 million in discretionary assets and offers a range of investment strategies alongside institutional consulting and insurance products.

Michael Birenbach is a CFP® professional with five years of industry experience at Orchestral Financial Group Inc., where he has worked since 2007. He is also licensed to sell life and long-term care insurance and provides tax preparation services seasonally. Orchestral Financial Group offers financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a multi-asset class investment approach combining macroeconomic analysis, fundamental company research, and technical timing strategies.

Keith Maderer is a financial advisor at SENIOR Financial and Realty Assoc. with four years of industry experience. He holds a Series 63 designation and has been with SENIOR Financial and Realty Assoc. since 1990. SENIOR Financial and Tax Associates is a fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on personalized financial planning and discretionary investment management, using a strategic asset allocation approach with primarily no-load and low-load mutual funds and ETFs.

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.

Angela Hall is a CFP® with 17 years of industry experience. She is currently with Note Advisors, LLC and has held prior roles at GCW Capital, Sterling Investment Counsel, LPL Financial, Jensen Marks Langer and Vance, Sii Investments, and Morgan Stanley. Outside of her advisory work, she is an Independent Insurance Agent specializing in various life and health insurance products. Note Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm emphasizes a financial planning-driven approach and offers in-house tax preparation, wealth coaching, estate-planning assistance, and discretionary asset management.

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.

Michael Becht is a financial advisor at Silver Grove Advisory Services with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at NEXT Financial Group for 20 years and Merrill for two years. 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 and employs a long-term oriented, diversified investment approach using mutual funds, ETFs, individual securities, and multiple delivery models including direct discretionary management and advisor-sponsored platforms.

Matthew Hayes is a CFP® with seven years of experience in the financial services industry. He has worked at Moldenhauer & Associates for four years and has held positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Equitable Advisors, TRG Capital Management, and in roles at the University of Rochester, Key Bank, Walt Disney, and SUNY-Fredonia. In addition to his advisory work, he is involved in fixed insurance sales. 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, implementing client portfolios primarily through a relationship with Commonwealth Financial Network.

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.

Gregory Kozerski Sr. is a CFP® professional with 28 years of industry experience. He is affiliated with Waterford Advisors, LLC, where he has worked for 25 years. He also prepares income tax returns for advisory clients seasonally and is an enrolled agent and CPA. Waterford Advisors is a fee-based, SEC-registered advisory team serving individuals, pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, managing approximately $399 million in client assets.