Patrick O'Connell is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management 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.

Robert Canterbury is a financial advisor at Dopkins Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at BST Wealth Management, LLC, Mercer Allied Company, L.P., and The Ayco Company LP. 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 employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, and offers formal ERISA fiduciary analysis and governance services for plan sponsors.

Raymond Carter is a financial advisor at WNY Asset Management, LLC with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior career includes long-term roles at Carter Financial Management, LLC and Cadaret Grant. 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 and employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and independent managers.

William Mistretta is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at firms including LPL Financial LLC and Cadaret, Grant & Co., Inc. Outside of advisory services, he is involved with WNY Tax Planners, LLC, a tax preparation and accounting firm. 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 across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and coordinating with other professional service providers.

Jeremy Walter is a financial advisor with Moldenhauer & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Outside of finance, he operates a vintage clothing business online and works occasionally as a delivery driver. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm utilizes Commonwealth’s platform for discretionary portfolio management, model programs, and third-party manager selection, with a focus on supervisory oversight of wrap fee programs.

Nicholas Scibilia is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Citigroup Global Markets, Cadaret, Grant & Co., Inc., and LPL Financial before his current role. 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 a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and collaborates with other professional service providers including CPAs and attorneys.

William Pictor is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 credentials with 47 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 1986. Outside of his advisory work, he serves as the unpaid chairperson of the East Aurora Chamber Music Festival, which produces four classical chamber music concerts annually. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm offers both discretionary and non-discretionary account management, access to third-party sub-advisors, and develops personalized investment programs using fundamental and technical analysis along with institutional research.

Anne Emblidge is a financial advisor at Trubee Wealth Advisors, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Trubee Wealth Advisors since 2017. Prior to that, she was the owner and sole employee of Quant, LLC, a business she established in 2014 that currently does not provide any services. She serves as Treasurer for Estate Analysts of Western New York, Inc., a nonprofit focused on estate planning and networking. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate plans, charitable institutions, and endowments. The firm employs both fundamental and technical analysis in developing personalized investment programs and offers a hybrid service model combining in-house advice with outside managers.

Matthew Drosendahl is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Trubee, Collins & Co., Inc. since 2018 and previously was employed at Uniland Development Company from 2012 to 2018. 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, utilizes fundamental and technical analysis along with institutional research, and combines in-house advice with external managers to implement investment decisions.

Kevin Monheim is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Dopkins Wealth Management, LLC and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Manning & Napier Advisors LLC. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 client relationships. The firm employs a diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and provides ERISA fiduciary reviews alongside portfolio management and retirement plan consulting.

Michael Harmer is a CFP® professional with 10 years of experience, affiliated with Waterford Advisors, LLC in Orchard Park, NY. He has worked at Cadaret, Grant & Co., Inc. and Waterford Advisors since 2012. In addition to his advisory role, he provides tax preparation and compliance services as an Enrolled Agent. Waterford Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm emphasizes strategic asset allocation and fundamental analysis, managing portfolios primarily invested in mutual funds and ETFs.

Paul Hutchings is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Citi Group. Outside of advising, he has been involved with the University of Buffalo Athletics for over a decade. Sgroi Wealth Advisory Group LLC provides financial planning, investment management, and consulting services to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk management, with portfolios reviewed by an internal Investment Committee and implemented through custodians like Charles Schwab and LPL Financial.

John Lunghino is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with LPL Financial and Cambridge IR, and has operated his own CPA practice since 1985. Outside of advising, he is an author and 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 along with financial planning and consulting services. The firm employs a client-focused approach to asset allocation using equities, fixed income, mutual funds, and ETFs, and offers educational seminars and standalone planning engagements.

Robert Castiglione II is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with WNY Asset Management, LLC and LPL Financial LLC. He is a partner at WNY Tax Planners, a tax preparation and accounting firm. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, providing discretionary portfolio management along with financial planning and consulting services. The firm utilizes a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and allocations to independent managers.

Leonard Zablonski is a financial advisor at WNY Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2010. Prior to that, he has been associated with Cadaret, Grant & Co., Inc. since 2000 and operates a CPA practice, Leonard J. Zablonski Jr. CPA, since 1992. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting services. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and independent managers, supported by ongoing monitoring and client education.

Christine Papelian is a CFP® professional with 13 years of experience in the financial services industry. She currently works at Illumination Wealth Management and has held prior roles at Sterling Investment Counsel, LPL Financial, REDW Wealth, Smarter Financial Solutions, and Charles Schwab. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, offering comprehensive Financial Life Management that includes financial planning, investment management, pension consulting, and employee education. The firm employs client-specific investment policy statements and strategic asset allocation models with regular portfolio monitoring, emphasizing long-term allocation strategies.

Christina Michalczak is a CFP® and Series 66-licensed financial advisor with 19 years of experience, currently with Waterford Advisors, LLC. She has worked consistently at both Waterford Advisors and Cadaret, Grant & Co., Inc. since 2007. Outside of her advisory role, she serves as president of the Financial Planning Association of Western New York and is also an enrolled agent providing tax preparation services. Waterford Advisors is an SEC-registered advisory team managing approximately $399 million in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and estates through discretionary portfolio management and comprehensive financial planning, utilizing diversified asset allocation models and ongoing account reviews.

Aidan Hart is a financial advisor at Dopkins Wealth Management, LLC with a Series 65 credential and approximately one year of industry experience. His prior experience includes roles at Canisius University and various other positions before joining Dopkins Wealth Management. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 clients. The firm follows a broadly diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and offers specialized services including ERISA fiduciary reviews and outsourced portfolio management.

Angela Phillips is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 16 years of industry experience. She has worked at several firms including Wells Fargo Advisors, Mass Mutual Investors Services, and Guardian Life Insurance Company before joining Consilio Wealth Advisors, LLC, where she has been since 2021. Outside of her advisory role, she is also an independent insurance professional, spending a small portion of her time on insurance sales. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a combination of Modern Portfolio Theory and fundamental analysis with a long-term investment orientation, offering customized allocations and the use of various investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and options contracts.

Kimberly Kowalski is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, ClearPlan Financial, Inc., Cadaret, Grant & Co., Inc., and other firms. Outside of her advisory role, she is also a notary. 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 multi-strategy asset allocation approach across various asset classes and maintains relationships with other professional-service providers, including CPAs and attorneys.