Lucas Moshier is a CFP® professional with one year of experience and is currently an advisor at Level Financial Advisors, Inc. His work history includes roles at Level Financial Advisors and prior positions in tax accounting and wealth management. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm emphasizes diversified asset-allocation models, offers direct indexing for tax-loss harvesting in qualifying accounts, and integrates technology tools to enhance client services.

Wesley Austin is a CFP® with five years of industry experience, currently serving as an advisor at Landmark Wealth Management since 2026. He previously held roles at O’Bannon & Davis Inc., Equitable Advisors, and AXA Advisors, LLC. Landmark Wealth Management provides portfolio management, financial planning, and ERISA plan consulting to both individual and institutional clients, emphasizing diversified portfolios based on Modern Portfolio Theory. The firm supports high-net-worth individuals as well as corporations and government entities, and offers affiliated accounting services through its CPA representatives.

Kenji Kimura is a financial advisor at Northcape Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Northcape Wealth Management since 2021. Northcape Wealth Management serves individuals, trusts, businesses, and retirement plans, offering investment and wealth management, independent manager selection, financial planning, and fiduciary and non-fiduciary plan sponsor services. The firm focuses on discretionary portfolio management and customizes risk-adjusted, tax-aware asset allocation plans using a mix of active and passive strategies, managing approximately $706 million in client assets across a four-advisor team.

Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.

Ronald Lojacono is a CFP® professional with 35 years of industry experience. He has worked with WNY Asset Management, LLC since 2005 and also has experience at LPL Financial and Cadaret, Grant & Co., Inc. He is involved in tax preparation and accounting services through WNY Tax Planners. 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, implementing diversified investment strategies across equities, fixed income, mutual funds, ETFs, and independent managers.

Eugene O'Connor Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC, where he has worked since 2012, and also affiliated with LPL Financial since 2025. His prior experience includes 13 years at Cadaret, Grant & Co., Inc. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers standalone planning and educational seminars.

Craig Cirbus is a financial advisor with Dopkins Wealth Management, LLC in Williamsville, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Dopkins Wealth Management since 2004. Cirbus holds a New York State Life, Accident & Health insurance license and may make insurance product recommendations in an advisory capacity when requested. Dopkins Wealth Management provides discretionary and non-discretionary investment management for individuals, high net worth clients, trusts, small businesses, and qualified retirement plans, as well as participant-directed employee retirement plan services. The firm employs a Modern Portfolio Theory-based approach focused on diversified, buy-and-hold portfolios using primarily no-load mutual funds and ETFs, coupled with written investment policy statements, portfolio modeling, and periodic portfolio reviews.

Erik O'Neill is a CFP® professional with 32 years of industry experience, currently serving at Northcape Wealth Management since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. O'Neill serves as a director of Erie & Niagara Insurance and is an investor in 2Ridge LLC, a patent-related business. Northcape Wealth Management provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers discretionary portfolio management with a focus on tax-aware, risk-adjusted asset allocation, utilizing a combination of active and passive strategies tailored to client objectives.

Michael Glowny is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at WNY Asset Management since 2010 and has been affiliated with Cadaret, Grant & Co., Inc. since 1999. Outside of advisory work, he is president of his own CPA firm and serves as Vice-President of a farming business formed with his son. 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 asset allocation approach across various securities and offers educational seminars and collaborative services with other professional providers.

Michael Arcuri is a financial advisor at Pathway Partners Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Pathway Partners Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The six-advisor team manages approximately $79 million for about 367 clients, employing asset-allocation and diversification strategies implemented via model portfolios and third-party money managers.

Michael Angelucci is a CFP® with six years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked with New Directions Youth and Family Services for over two decades. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs a diversified asset-allocation approach with ongoing management tailored to clients' cash needs and tax situations, and it provides unique offerings such as direct indexing and AI-enhanced account aggregation.

Daniel Gartland is a financial advisor at WNY Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup and Cadaret Grant & Co., Inc. Gartland also has involvement with a non-variable insurance business in Buffalo, NY. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm serves a range of clients, from non-high-net-worth to high-net-worth individuals, using diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment process.

Kurt Fetter is a financial advisor with Savvy, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. Prior to joining Savvy, he held roles at Bank of America and Merrill, and he is the founder of Zenith Capital, which connects buyers and sellers of businesses, raises capital, and manages client wealth. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize plans according to client objectives and risk tolerance.

Michael Zimmer is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC. Outside of his advisory work, he is involved with a radio show marketing entity called The Financial Guys. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers.

David Lefebre is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Lincoln Investment, and HSBC Securities USA, Inc. Outside of his advisory work, he is involved as a bartender at First Line Brewing. 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 management programs, as well as third-party manager selection and consulting.

Michael Sirianno is a financial advisor at Zacks Investment Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, LPL Financial, and Northwest Bank. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis driven by proprietary stock-ranking models and offers a wide range of investment strategies, serving both direct clients and third-party advisers.

Alexander Long is a financial advisor at Blackridge Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Silver Grove Advisory Services and LPL Financial. Outside of advising, Long provides college planning and financial aid consulting through his business, Send Your Kids to College. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and related consulting services through a network of investment adviser representatives, utilizing a combination of fundamental, technical, and charting analysis in its investment approach.

Michael Dilullo is a CFP® with 44 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 serves as Treasurer and peer facilitator on the board of the Laurel Love Center for Grief and Hope, a nonprofit grief center. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jack Haxton is a financial advisor at Independent Solutions Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Peak Brokerage Services, LLC and several other firms. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and offers financial planning and portfolio management with a focus on strategic asset allocation and manager selection.

Ronald Waskow is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 credential and over 20 years of industry experience. He previously worked at Blackridge Asset Management, LLC, LPL Financial, LLC, and Northwest Savings Bank. Outside of advisory work, he is a committeeman for the Town of Elma Republican Committee. Independent Solutions Wealth Management LLC is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and employs a strategic asset allocation and manager selection process across a range of risk profiles.