Donald Tiburzi is a financial advisor with Capital Analysts in Getzville, NY, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2009 to 2019, and Legend Equities Corporation from 1994 to 2017. Outside of investment advising, he provides personal income tax preparation services. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a network of independent advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.

Jacob Denz is a financial advisor at Capital Analysts with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Capital Analysts, he worked at Lincoln Investment and held roles at Riley St. Station and Sealing Devices LLC. Denz serves as the secretary of the Orchard Park Academy of Finance Advisory Board. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment approaches.

Duane Pusch is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory work, Pusch prepares personal income tax returns during tax season. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary and non-discretionary strategies, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support its various investment products.

Frank Pelosi Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 36 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He is also president of Pelosi Insurance Agency Inc., an independent insurance agency specializing in property and casualty insurance and income tax preparation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm delivers investment management through a combination of discretionary in-house management and non-discretionary advisory services, supported by proprietary mutual fund screening and institutional relationships.

Corey Malstrom is a CFP® professional with 22 years of experience in the financial industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in sales of Medicare Advantage and Medicare Supplement plans through various health insurance agencies. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice, employing both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Austin Willison is a Series 66-registered financial advisor with Capital Analysts in Getzville, NY, and has seven years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2019. Prior to his advisory career, he held various roles including positions at Uber and Dave & Adam's Card World. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, and businesses. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management both on a discretionary basis through an in-house team and on a non-discretionary basis via advisors and third-party managers.

Erik O'Keefe is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. and Equitable Advisors. In addition to his advisory work, Erik owns a consulting business and serves in fiduciary roles such as trustee and personal representative. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, utilizing a range of analytical methods and common investment strategies.

Marc Bernstein is a financial advisor at OneSeven with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Sandhill Investment Management. Bernstein has been with MGO ONE SEVEN LLC dba Stone Creek Advisors since 2022. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements and working with unaffiliated Independent Managers and third-party platforms.

Mark Conomos is a CFP® with 42 years of industry experience, currently serving at Capital Analysts. His prior work includes roles at Lincoln Investment since 2017 and Legend Advisory Corporation from 2011 to 2019, as well as Legend Equities Corporation from 1984 to 2017. Capital Analysts serves retail and institutional clients such as individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds the Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of her advisory role, she serves on the advisory board for the Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

Timothy O'Shei is a CFP® with 12 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. His prior roles include positions at MAI Capital Management, WCG Wealth Advisors, Treloar & Heisel Wealth Management, Ameriprise Financial Services, and Financial Engines Advisors. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing team-based, customized investment management and financial planning. The firm employs a research-driven approach combining macroeconomic and security-level analysis, offering a variety of strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

John D'andrea IV is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 66 designation and previously served in the US Army for 23 years. Outside of his advisory role, he owns and operates two e-commerce retail businesses, Empire Auction Gallery and Buffalo Empire Trading Company. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and multiple advisory relationships.

Dean Boucounis is a ChFC® with 48 years of experience in the financial services industry, currently affiliated with Mutual of Omaha Investor Services, Inc. since 1974. He serves as president and sole stockholder of Boucounis Financial Services Inc. and has been involved in insurance lines including health, life, and annuities since 1974. Outside of his advisory role, he participates in community service through his work with the Annunciation Greek Orthodox Church’s Stewardship and Outreach Committee, volunteers at the Roswell Park Comprehensive Cancer Center, and assists in meal service at the Annunciation Church Orthodox Action Soup Kitchen. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platforms like Envestnet, supporting client relationships with various third-party money manager options and a range of model portfolio strategies.

Jayce Wallace is a CFP® with 14 years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. He has worked at Cadaret, Grant & Co., Inc. since 2014 and was involved with Floss Agency, Inc. from 2014 to 2020. Outside of his advisory role, Wallace is a board member of the East Aurora Country Club and serves on the committee for the International Junior Masters Golf Tournament. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a range of asset classes and third-party managers.

Gwendolyn Bork is a financial advisor with Capital Analysts, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Lincoln Investment Planning, Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of her advisory career, she is involved in several community and nonprofit activities, including serving as a town council member, president of an addiction prevention nonprofit, and participating in youth mentorship and business skills advisory boards. Bork is also a published author and an independent recording artist. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of in-house discretionary management, advisor-managed portfolios, and access to third-party managers, supported by its proprietary mutual-fund screening process and nationwide network of independent advisors.

Dustin Emerling is a CFP® with 12 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with Ems Financial Services, LLC since 2013. Outside of his advisory role, he is a partner at Floss, Murphy & Associates LLC, where he sells life, accident, health, and property and casualty insurance. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including model portfolios and third-party manager supervision, with a notable emphasis on non-discretionary asset management.

Thomas Pontrello is a CFP® with 39 years of industry experience, currently serving at Capital Analysts. His prior roles include positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1988 to 2017. He is also a partner in Legend Wealth Management, LLC. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Cecchini II is a CFP® professional with 35 years of industry experience, currently serving at Capital Analysts. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advising, he is involved in buying and selling collectible automobiles through his business, Unique Car Guy, LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and a dedicated investment management team.

Michael Kaminska is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has two years of industry experience. Prior to joining LaSalle St., he worked at Cadaret Grant & Co., Inc. and also serves as a physical therapist at Kaleida Health. 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 management programs, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

James Miller is a CFP® professional at Capital Analysts with 36 years of industry experience. He has held roles at Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation and Legend Equities Corporation from 2004. He also receives insurance commissions from prior business activities. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and foundations, offering portfolio management, customized model portfolios, and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary in-house management and non-discretionary third-party oversight, utilizing a proprietary mutual fund screening process to construct portfolios.