Angela Phillips is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 16 years of industry experience. She has worked at several firms including Wells Fargo Advisors, Mass Mutual Investors Services, and Guardian Life Insurance Company before joining Consilio Wealth Advisors, LLC, where she has been since 2021. Outside of her advisory role, she is also an independent insurance professional, spending a small portion of her time on insurance sales. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a combination of Modern Portfolio Theory and fundamental analysis with a long-term investment orientation, offering customized allocations and the use of various investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and options contracts.

Kimberly Kowalski is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, ClearPlan Financial, Inc., Cadaret, Grant & Co., Inc., and other firms. Outside of her advisory role, she is also a notary. 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 multi-strategy asset allocation approach across various asset classes and maintains relationships with other professional-service providers, including CPAs and attorneys.

Harrison Steinwald is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at M&T Securities from 2013 to 2020 before joining Trubee, Collins & Co, Inc. He also serves as Managing Director of Investment Analytics, Inc., providing consulting services on investment policy development, manager selection, and performance evaluation. Trubee Wealth Advisors offers portfolio management and advisory services to individuals, small businesses, corporate plans, and charitable institutions. The firm employs a hybrid approach combining in-house advice with external managers and utilizes both fundamental and technical analysis supported by institutional research.

Charles Gelo is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 2009. Outside of his advisory role, he serves as Treasurer for Crosswinds Community Homeowners, Inc., managing administrative tasks related to community finance. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm offers customized investment programs using both fundamental and technical analysis, combining in-house advice with external managers.

Michael Sheets is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 1988. Outside of his advisory role, Sheets serves as president of Investment Analytics Inc., an investment consulting service, and is treasurer of Concerned Citizens for the Preservation of Eden, a social organization focused on farmland preservation. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, businesses, and institutions, offering both discretionary and non-discretionary accounts. The firm develops personalized investment programs using fundamental and technical analysis and combines in-house advice with external manager relationships.

John Pieroni is a CFP® with 27 years of industry experience, currently affiliated with WNY Asset Management, LLC and LPL Financial. He has been with WNY Asset Management since 2001 and joined LPL Financial in 2025. 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 diversified investment approach across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and collaborating with other professional service providers.

Kevin Mohr is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 13 years before joining WNY Asset Management in 2022. Mohr serves as a board member of Radius Federal Credit Union, a nonprofit organization. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, businesses, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients using diversified allocations and a combination of fundamental, technical, and charting analysis within defined asset-allocation programs.

Lucas Moshier is a CFP® professional with one year of experience and is currently an advisor at Level Financial Advisors, Inc. His work history includes roles at Level Financial Advisors and prior positions in tax accounting and wealth management. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm emphasizes diversified asset-allocation models, offers direct indexing for tax-loss harvesting in qualifying accounts, and integrates technology tools to enhance client services.

Kenji Kimura is a financial advisor at Northcape Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Merrill. Kimura has been with Northcape Wealth Management since 2021. Northcape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities by providing investment and wealth management, financial planning, and fiduciary services. The firm emphasizes discretionary portfolio management with risk-adjusted, tax-aware asset allocation and utilizes a combination of active and passive investment strategies tailored to client objectives.

Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.

Ronald Lojacono is a CFP® professional with 35 years of industry experience. He has worked with WNY Asset Management, LLC since 2005 and also has experience at LPL Financial and Cadaret, Grant & Co., Inc. He is involved in tax preparation and accounting services through WNY Tax Planners. 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, implementing diversified investment strategies across equities, fixed income, mutual funds, ETFs, and independent managers.

Eugene O'Connor Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC, where he has worked since 2012, and also affiliated with LPL Financial since 2025. His prior experience includes 13 years at Cadaret, Grant & Co., Inc. 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 offers standalone planning and educational seminars.

Craig Cirbus is a financial advisor with Dopkins Wealth Management, LLC in Williamsville, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Dopkins Wealth Management since 2004. Cirbus holds a New York State Life, Accident & Health insurance license and may make insurance product recommendations in an advisory capacity when requested. Dopkins Wealth Management provides discretionary and non-discretionary investment management for individuals, high net worth clients, trusts, small businesses, and qualified retirement plans, as well as participant-directed employee retirement plan services. The firm employs a Modern Portfolio Theory-based approach focused on diversified, buy-and-hold portfolios using primarily no-load mutual funds and ETFs, coupled with written investment policy statements, portfolio modeling, and periodic portfolio reviews.

Erik O'Neill is a CFP®-certified financial advisor with over 32 years of industry experience. He has been with Northcape Wealth Management since 2021 and previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as a director for Erie & Niagara Insurance and is an investor in a company involved with patents. Northcape Wealth Management provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, focusing on discretionary portfolio management with tax-aware, risk-adjusted asset allocation tailored to client objectives. The firm manages approximately $706 million in assets across about 570 client relationships with a four-advisor team.

Michael Glowny is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at WNY Asset Management since 2010 and has been affiliated with Cadaret, Grant & Co., Inc. since 1999. Outside of advisory work, he is president of his own CPA firm and serves as Vice-President of a farming business formed with his son. 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 asset allocation approach across various securities and offers educational seminars and collaborative services with other professional providers.

Michael Angelucci is a CFP® with six years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked with New Directions Youth and Family Services for over two decades. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs a diversified asset-allocation approach with ongoing management tailored to clients' cash needs and tax situations, and it provides unique offerings such as direct indexing and AI-enhanced account aggregation.

Daniel Gartland is a financial advisor at WNY Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup and Cadaret Grant & Co., Inc. Gartland also has involvement with a non-variable insurance business in Buffalo, NY. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm serves a range of clients, from non-high-net-worth to high-net-worth individuals, using diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment process.

Kurt Fetter is a financial advisor with Savvy, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. Prior to joining Savvy, he held roles at Bank of America and Merrill, and he is the founder of Zenith Capital, which connects buyers and sellers of businesses, raises capital, and manages client wealth. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize plans according to client objectives and risk tolerance.

Michael Zimmer is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC. Outside of his advisory work, he is involved with a radio show marketing entity called The Financial Guys. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers.

David Lefebre is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Lincoln Investment, and HSBC Securities USA, Inc. Outside of his advisory work, he is involved as a bartender at First Line Brewing. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, as well as third-party manager selection and consulting.