Richard Moldenhauer is a financial advisor at Moldenhauer & Associates with over 53 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Moldenhauer has worked at Moldenhauer & Associates since 1973 and has prior experience with Commonwealth Financial Network and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management services to individual investors—including high-net-worth clients—retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, implementing client portfolios primarily through a platform relationship with Commonwealth.

Samantha Thomas is a CFP® professional with six years of experience at Waterford Advisors, LLC. She has been with the firm since 2020 and previously worked at SUNY - Buffalo. Waterford Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, with an investment process focused on strategic asset allocation and fundamental analysis.

Kyle Leikam is a financial advisor at Silver Grove Advisory Services with 15 years of industry experience. He holds the Series 66 credential and has worked previously at Merrill Lynch Wealth Management, Bank of America, Evans Bank, and LPL Financial. 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 using diversified, low-cost mutual funds and ETFs, with additional securities employed as needed, and offers both discretionary portfolio management and written financial plans.

Andrew Lemay is a financial advisor with Note Advisors, LLC in Buffalo, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Note Advisors, he worked at Ernst & Young LLP for three years and was a full-time student for seven years. Note Advisors serves individuals, families, trusts, charitable organizations, pension plans, and corporations, offering financial planning, portfolio management, and investment management. The firm takes a planning-first approach with a disciplined three-step process and provides additional services such as in-house tax preparation, wealth coaching, and estate-planning assistance.

Nicholas Verbanic is a CFP® professional with five years of industry experience, currently serving at Trubee Wealth Advisors, Inc. in Buffalo, NY. He has been with the firm since 2021 and previously worked at Nottingham Advisors for 31 years. 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 personalized investment programs and manages both discretionary and non-discretionary accounts.

Martin Lougen III is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. He has 28 years of industry experience and has worked with Silver Grove Advisory Services since 2017 and with LPL Financial since 2013. Outside of advisory services, he is involved in owning and managing a restaurant business. 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’s portfolios are generally long-term oriented and diversified across mutual funds, ETFs, and individual securities, offering various delivery models including direct discretionary management and referrals to independent managers.

Colten Kitcho is a financial advisor at Note Advisors, LLC with a Series 65 designation and two years of industry experience. He has worked at Note Advisors since 2021 and also holds a laborer position at Morris and Stapleton, Inc. outside of securities trading hours. Note Advisors provides financial planning, portfolio management, and consulting services primarily to high-net-worth individuals, families, trusts, and charitable organizations. The firm emphasizes a “planners first, then managers” approach, combining holistic financial audits with coordinated implementation and offers in-house tax preparation and multigenerational wealth coaching.

Henry Urban is an advisor at Miller, Gesko & Company Inc. with four years of industry experience. He has been with Miller Gesko & Co Inc since 2001. Miller Gesko is an independent SEC-registered investment adviser managing approximately $170 million for about 87 clients, including individuals, trusts, estates, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, along with administrative trust services and informal tax planning, using a fundamental analysis approach to build customized portfolios.

Brett Moldenhauer is a financial advisor with Moldenhauer & Associates in Orchard Park, NY, holding a Series 63 designation and 22 years of industry experience. His prior work includes a decade at Commonwealth Financial Network and roles at Merit Financial Advisors and Purshe Kaplan Sterling Investments. He serves as treasurer for the nonprofit Great Eastern Sun Inc. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and consulting services, utilizing a multi-step process for model and third-party manager selection, and acts as a sponsor and supervisory overseer for wrap fee programs.

Gregory Kotecki is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds the Series 63 designation and has previously worked with Commonwealth Financial Network, Merit Financial Advisors, and Purshe Kaplan Sterling Investments. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, primarily implementing client portfolios through a platform relationship with Commonwealth.

Brian Hagan is a ChFC® with three years of industry experience, currently serving as a financial advisor at Eaton-Cambridge Inc. He previously worked at Johnson Wealth Management, LLC, Redeem Wealth, ADP, and Best Buy. Outside of finance, Brian creates and distributes music on major streaming platforms and has a partnership with YouTube/Google related to that work. Eaton-Cambridge provides discretionary investment management, financial planning, tax, retirement-plan advisory, and estate-planning services primarily to individuals and entities with assets generally at or above $500,000. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, focusing on long-term asset allocation using low-cost mutual funds and ETFs.

Christian Martinez is a CFP® professional at Sandhill Investment Management with five years of industry experience. He has worked at Sandhill since 2018 and previously held roles at Empire EMCO, Dex.YP, and Inside Sales Team. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients through direct portfolio management, sub-advisory services, and model portfolios for wrap-fee and UMA platforms. The firm emphasizes fundamental, bottom-up research and a long-term, buy-and-hold investment approach, managing pooled vehicles and providing sub-advisory services across multiple platforms.

John Mccauley III is a financial advisor with Silver Grove Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has held roles at LPL Financial, Newport Coast Securities, and Equitable Advisors. Mccauley also operates Silver Grove Financial Group, Inc., through which he provides investment advisory services. Silver Grove Advisory Services manages approximately $453.6 million in client assets, serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers investment management, financial planning, and retirement plan consulting, utilizing diversified, low-cost portfolios and a range of delivery models including discretionary management and referrals to independent managers.

John Canty is a CFP® with 17 years of industry experience. He is currently an advisor at Sandhill Investment Management and previously worked for 14 years at Roosevelt & Cross, Incorporated. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm follows a research-driven investment process focused on fundamental analysis and long-term equity positions.

Kristyna Hassler is a financial advisor at Sandhill Investment Management with six years of industry experience. She holds a Series 65 designation and has worked exclusively at Sandhill Investment Management since 2013, with prior experience at Gleacher Fund Advisors LP. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, sub-advisory services, and model portfolios. The firm uses a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation and provides diversified asset allocation strategies, including municipal bond and preferred-equity investments.

James Wilder is a financial advisor with Geneos Wealth Management, Inc. and holds a Series 66 designation. He has 11 years of industry experience with prior roles at firms including Equitable Advisors, Kestra Advisory, and Cornerstone Capital Wealth. Wilder operates Autumn Wealth Management LLC, a non-investment related business, and also works as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, combining continuous account monitoring with a variety of analytic approaches and investment strategies tailored to client needs.

Sam Steffan is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Realta, he worked at Almaden Genomics and Basepair. He is also involved with Winding Bay Capital, a business connecting investors with real estate-backed investment products. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individual, pension, profit-sharing, and institutional clients. The firm emphasizes personalized advice through asset allocation strategies implemented via internal or third-party managers and supports a range of account management platforms and services.

Conor Casey is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles at LaSalle St. Securities, Mcdonald Investments Inc., and Goldome Agency. He also holds a life insurance license and is involved in fixed insurance through a specific solutions general agency. 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 approaches, with a notable predominance of non-discretionary assets under management.

Arthur Mcrae is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years before joining his current firm in 2024. Mcrae serves as a board member and treasurer volunteer for Buffalo City Mission, a housing mission for the homeless. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management through a national network of independent adviser representatives, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Jonathan Domino is a Series 65-licensed advisor at OneSeven with two years of industry experience. His prior roles include positions at Catapult Consulting and Circuit Clinical. Jonathan is based in Buffalo, NY. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with diversified portfolios including mutual funds, ETFs, stocks, bonds, and access to alternative investments and private placements when appropriate.