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.

Steven Elwell is a CFP® professional with 11 years of experience, currently serving at Level Financial Advisors, Inc. in East Amherst, NY. He has been with the firm since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors serves individuals, families, trusts, nonprofits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm utilizes a diversified asset-allocation approach and offers tax-efficient strategies such as direct indexing and technology-assisted account aggregation, along with educational resources and a quarterly newsletter for clients and peers.

Evan Coppola is a financial advisor at Miller, Gesko & Company Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Hudson Capital Advisory, Inc. and Hudson Advisor Services, Inc. Since joining Miller Gesko in 2025, he has been part of the firm’s five-advisor team based in Buffalo, NY. Miller Gesko Wealth Management is an independent SEC-registered advisory firm managing approximately $183 million for around 75 clients, including individuals, trusts, estates, and charitable organizations. The firm employs fundamental analysis to create customized portfolios across various asset classes and offers additional services such as tax coordination and administrative trustee support.

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.

Elise Murphy is a CFP® with five years of industry experience, currently advising at Level Financial Advisors, Inc., where she has worked since 2012. She is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models and offers direct indexing for qualifying taxable accounts, alongside financial-planning-only engagements on flat-fee or hourly bases.

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.

Mark Procknal is a Series 63 licensed advisor with 38 years of industry experience. He has worked at Principal Mutual Life Insurance Co. for 25 years, LPL Financial for over 31 years, and has been with Silver Grove Advisory Services since 2017. 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 a diversified investment approach that includes discretionary portfolio management and coordinates estate and tax planning as part of comprehensive financial services.

Thomas Vossler is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Trubee Wealth Advisors since 1982. Outside of his advisory role, he is president and owner of Vossler Company, a bituminous coal sales business. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm employs both fundamental and technical analysis, offers access to third-party sub-advisors, and manages discretionary and non-discretionary accounts tailored to client objectives.

Larry Stolzenburg is a financial advisor at Sandhill Investment Management with 19 years of industry experience. He holds the Series 65 designation and previously operated his own CPA practice for 20 years. Stolzenburg has been with Sandhill since 2008. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients by offering portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold strategy and offers diversified asset allocation along with specialized fixed-income and alternative investment options.

Cynthia Vance is a CFP® and ChFC® with 43 years of industry experience. She is affiliated with Sterling Investment Counsel, LLC and has held positions at LPL Financial and SII Investments. In addition to her advisory work, she serves as a board member for WNED/WBFO and practices law as an attorney. Sterling Investment Counsel provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable plans. The firm employs a variety of investment strategies, including modern portfolio theory and fundamental analysis, and manages over $1 billion in assets across a team of five advisors.

Diane Kazak is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes long tenures at Cadaret, Grant & Co., Inc. and ongoing involvement in her own tax preparation and accounting business, Kazak Business Services. She is also a notary public. 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 and offers educational seminars and collaborations with other professional service providers.

John Clouden is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for 31 years and has been involved with Sgroi Wealth Advisory Group LLC since 2017. Outside of his advisory roles, he is licensed as a non-variable insurance producer. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory products such as insurance and annuities.

Christopher Marks is a financial advisor with Sterling Investment Counsel, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial LLC since 2018 and has been affiliated with Sterling Investment Counsel since 2016. Marks is also involved with Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC and serves as a broker with Specific Solutions, Inc. and Alliance Advisory Group LLC. Sterling Investment Counsel provides portfolio management and financial planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical methods and both long- and short-term trading strategies, and offers financial planning at no additional cost.

Debra Brown is a CFP® professional with 12 years of experience in financial advising. She is currently with WNY Asset Management, LLC and has also worked at LPL Financial LLC and Cadaret, Grant & Co., Inc. since 2014. 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 diversified asset allocation strategies across multiple asset classes and maintains relationships with other professional service providers, including CPAs and attorneys.

Brian Laible is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 12 years of industry experience. He has been with Landmark Wealth Management since 2011. In addition to his advisory role, Mr. Laible is a Certified Public Accountant and may provide income tax preparation and accounting services under separate agreements. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios and integrates accounting and tax services through its CPA representatives.

Mark Kirchmyer is a financial advisor at Silver Grove Advisory Services with 41 years of industry experience. He has been with Silver Grove Advisory Services and affiliated with LPL Financial since 2017 and previously worked at Key Investment Services LLC from 2009 to 2017. Kirchmyer holds Series 63 and Series 66 licenses. 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 primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, complemented by individual securities as needed, and utilizes various delivery models including discretionary management and referrals to independent managers.

Phillip Frattali Jr. is a CFA® charterholder with 12 years at Sanderson Wealth Management, LLC, where he has five years of industry experience. He is based in Buffalo, NY, and works as part of an 11-advisor team. Sanderson Wealth Management offers comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes asset allocation, manager due diligence, and ongoing monitoring, implementing strategies primarily through mutual funds and ETFs.