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, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2018 and was previously with SII Investments, Inc. and 1717 Capital Management Company. Outside of his advisory roles, he is a licensed agent for non-variable insurance products. Sterling Investment Counsel provides portfolio management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and business entities. The firm manages over $1 billion for approximately 850 clients and offers a range of investment strategies, including discretionary and non-discretionary management and managed account options via the AssetMark platform.

John Meisner is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation with 14 years of industry experience. He worked at Trubee, Collins & Co., Inc. for 11 years before joining Olivewood Consulting and then returning to the firm under its current name. 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 employs both fundamental and technical analysis along with institutional research to develop tailored investment programs, managing accounts through a hybrid model combining in-house advice and external managers.

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.

Chad Oconnell is a financial advisor at Dopkins Wealth Management, LLC with four years of industry experience. He holds the Series 63 designation and has been with Dopkins Wealth Management since 2004. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment strategy is based on Modern Portfolio Theory, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, alongside conservative fixed income holdings where appropriate.

Ian Woods is a CFA® charterholder and financial advisor with NorthCape Wealth Management in Williamsville, NY. He has been with NorthCape since 2022 and previously worked at Ecotech Office Environments from 2017 to 2022. Woods has four years of industry experience. NorthCape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities by providing investment and wealth management, independent manager selection, financial planning, and fiduciary and non-fiduciary plan sponsor services. The firm primarily offers discretionary portfolio management with tax-aware asset allocation plans tailored to client objectives, managing approximately $706 million in client assets across about 570 client relationships.

Christopher Kicinski is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Sandhill Investment Management since 2011. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm’s investment approach emphasizes fundamental, bottom-up research and a long-term, buy-and-hold strategy, with a range of diversified asset allocation and fixed income options.

Thomas Emmerling is a CFP® professional with four years of industry experience, currently serving at Dopkins Wealth Management, LLC in Williamsville, NY. He has been associated with Dopkins Wealth Management since 1999 and with its parent firm, Dopkins & Company LLP, since 1974. Outside of his advisory role, Emmerling is the owner of 200 International Drive, LLC, an entity established to receive rent for Dopkins & Company. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios implemented primarily through no-load mutual funds and ETFs.

Timothy Domino is a CFP® with five years of industry experience. He has been with Sanderson Wealth Management, LLC since 2011, where he works as part of an 11-advisor team. Sanderson Wealth Management provides comprehensive financial planning and investment consulting 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 utilizing mutual funds and ETFs for liquidity and transparency.

Paige Lunghino is a financial advisor at WNY Asset Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cadaret, Grant & Co., Inc., and Cambridge Investment Research. Outside of her advisory work, she is involved with Shorecliff Equine Partners LLC. 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 a range of clients from non‑high‑net‑worth to high‑net‑worth individuals and uses diversified investment strategies including fundamental and technical analysis, asset allocation, and both long- and short-term trading.

Thomas Turk is a CFP®-certified financial advisor with 44 years of industry experience. He has worked at CitiGroup Global Markets Inc. for 26 years. Turk serves on the board of Buffalo Suzuki Strings, a music school, where he participates in finance committee activities and long-term planning. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm combines fundamental and technical analysis with institutional research to tailor investment programs and asset allocation models for its clients.

Anthony Vecera is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Cadaret, Grant & Co., Inc. He is also involved with WNY Tax Planners LLC, a tax preparation and accounting business. WNY Asset Management serves individual investors, business entities, trusts, pension plans, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and third-party managers, while offering educational seminars and maintaining professional service relationships.

Chelsea Blasch is a financial advisor with Sterling Investment Counsel, LLC, holding a Series 66 designation and 12 years of industry experience. Her work history includes roles at Sterling Investment Counsel, LPL Financial, SII Investments, Inc., and Jensen, Marks, Langer & Vance. Sterling Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages over $1 billion for approximately 850 clients and employs both long- and short-term trading strategies, with investment decisions governed by an Investment Policy Committee and tailored by individual advisors.

Treg Lewis is a financial advisor at Dopkins Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBX, Inc. for ten years. Outside of advising, Lewis is involved in woodworking through his ownership of Loon Woods, LLC, and provides consulting and project management services for Relco Systems, Inc. Dopkins Wealth Management serves individuals, high net worth clients, trusts, small businesses, and qualified retirement plans with discretionary and non-discretionary investment management. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, complemented by written investment policy statements, portfolio modeling, and periodic reviews.

Renee' Hasenoehrl is a financial advisor at Northcape Wealth Management in Williamsville, NY, with 24 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing for five years before joining Northcape in 2016. Northcape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities by providing investment and wealth management, independent manager selection, financial planning, and plan sponsor services. The firm emphasizes discretionary portfolio management and constructs risk-adjusted, tax-aware asset allocation plans tailored to clients’ needs, managing approximately $706 million in assets across about 570 client relationships.

Thomas Conway is a CFP® with experience at Note Advisors, LLC since 2024. He previously worked at Clearstead Advisors and Zappitelli Financial Services. His background includes five years as a full-time student prior to entering the industry. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm provides financial planning, portfolio and investment management, tax preparation, estate-planning assistance, and wealth coaching through a structured, client-driven process.

Joseph Titus is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wilmington Advisors at M&T and LPL Financial LLC. Pathway Partners Wealth Advisors serves individual clients, including high-net-worth individuals, managing approximately $58 million across about 247 client relationships. The firm offers discretionary portfolio management and integrated financial planning, using asset allocation and model-driven strategies based on modern portfolio theory and fundamental analysis.

Rosanne Braxton is a CFP® professional with 13 years of industry experience. She is affiliated with Level Financial Advisors, Inc., where she has been working since 1987. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm uses an asset-allocation approach with diversified mutual fund and ETF models, offers direct indexing for qualifying taxable accounts, and incorporates participant education and AI tools into its service offerings.