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.

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 Series 65 licensed advisor with 18 years of experience at Sandhill Investment Management in Buffalo, NY, where he has worked since 2008. He also operates Larry S. Stolzenburg, CPA, PC, a firm he has been associated with since 1988. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts. The firm employs a research-driven investment process focused on fundamental analysis and offers discretionary and non-discretionary portfolio management, model delivery for UMA programs, sub-advisory services, and specialized strategies such as municipal bond investments and alternative assets for accredited clients.

Cynthia Vance is a CFP® and ChFC® with 42 years of industry experience. She is currently affiliated with Sterling Investment Counsel, LLC and LPL Financial LLC, and has held roles at SII Investments and Jensen, Marks, Langer & Vance LLC. In addition to her advisory work, she is a licensed attorney and serves as a board member for WNED/WBFO. Sterling Investment Counsel provides portfolio management and financial planning services to individuals, high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, including implementation through third-party platforms like AssetMark.

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.

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.

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.

Evan Kraft is a Certified Financial Planner (CFP®) with 4 years of industry experience. He has been with Sanderson Wealth Management, LLC since 2010. Sanderson Wealth Management, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm’s approach emphasizes asset allocation based on capital market assumptions and risk analysis, utilizing mutual funds and ETFs for transparency and liquidity, and maintains a significant focus on non-discretionary management and insurance-related advisory services.

Colin Healy is a financial advisor at Pathway Partners Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for 13 years. Outside of his advisory role, he serves as president of The TashaStrong Foundation, a charitable organization that raises funds and awareness for cancer research, and is the founder of The Advisor Network, a web-based platform for financial professionals to share industry knowledge and training. Pathway Partners Wealth Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, managing approximately $58 million across about 247 client relationships. The firm provides discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Alyssa Bogardus is a CFP® at Level Financial Advisors, Inc. with three years of industry experience. She has been with Level Financial Advisors since 2021, following prior roles in education at Edinboro University and Girard High School. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, incorporating tools like direct indexing and AI-assisted meeting documentation.

Zachary Shroyer is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Brock, Schecter & Polakoff, LLP. Outside of his advisory role, he provides administrative support to WNY Asset Management. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of investment strategies and maintaining relationships with other professional service providers.

Robert Miller, Jr. is a CFP® with nine years of industry experience and has been with Miller, Gesko & Company Inc. since 1999. He is based in Buffalo, NY, and holds a Series 63 license. Miller, Gesko & Company Inc. is an SEC-registered independent investment adviser managing approximately $170 million for about 87 clients, primarily individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis to build customized portfolios and offers a range of services including discretionary and non-discretionary investment management, trust administration, and informal tax planning.

John Shine is a CFP® and CFA® with 10 years of industry experience, currently serving at Trubee Wealth Advisors, Inc. in Buffalo, NY. He has been with Trubee, Collins & Co, Inc. since 2014. Outside of his advisory role, Shine is a member of the Board of Governors at the Park Country Club of Buffalo. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm combines fundamental and technical analysis with institutional research to develop tailored investment programs, offering both discretionary and non-discretionary account management.

Mark Collard is a financial advisor at Landmark Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2005. Outside of his advisory role, he serves as a board member for Try-It Distributing, providing advisory support on business matters. 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, asset-allocated portfolios and integrates accounting and tax services through affiliated CPAs.

John Langer is a financial advisor with Sterling Investment Counsel, LLC in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial LLC since 2018 and was previously with Sii Investments, Inc. from 2007 to 2018. Outside of advisory services, he is a licensed agent for non-variable insurance products, including term and universal life insurance, fixed annuities, long-term care, and disability insurance. Sterling Investment Counsel provides portfolio management and financial planning to individuals, high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing a combination of charting, fundamental analysis, and modern portfolio theory, and often utilizes third-party managed-account platforms such as AssetMark.

John Meisner is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Trubee Wealth Advisors, Inc., where he has worked since 2023, following prior roles at Olivewood Consulting and 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 combines in-house advice with external managers using fundamental and technical analysis supported by institutional research.

Caleb Jennings is a Certified Financial Planner™ (CFP®) with five years of industry experience. He is affiliated with Sanderson Wealth Management, LLC, a firm he has been with since 2005. Sanderson Wealth Management provides 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 emphasizes asset allocation, manager due diligence, and ongoing monitoring, utilizing mutual funds and ETFs for liquidity and transparency.

Laureen Syta is a CFP® professional at WNY Asset Management, LLC with 12 years of industry experience. She has worked previously at LPL Financial, Cadaret Grant, and Relationship Velocity. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, businesses, and various institutional clients. The firm serves both non-high-net-worth and high-net-worth clients using diversified investment strategies and offers educational seminars and workshops at no charge.