Patrick Sgroi is a financial advisor at Sgroi Wealth Advisory Group LLC with 33 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. He serves as president of the Jeffery Michael Sgroi Foundation and holds board positions at Orchard Park Country Club and St. Francis High School. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and reducing the risk of permanent capital loss, utilizing both internal and third-party investment resources.

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.

Jeremy Hudson is a financial advisor with Miller, Gesko & Company Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining Miller, Gesko & Company, he was involved with Hudson Capital Advisory, Inc. and Hudson Advisor Services, Inc. Outside of his advisory work, he is associated with HOL Property Management and Vera Beta, Inc. Miller Gesko Wealth Management is an independent advisory firm managing approximately $183 million for about 75 clients, primarily individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis to create tailored portfolios and provides comprehensive services including recordkeeping, tax coordination, and trustee administration.

Ryan Myers is a Series 66-registered advisor with Sandhill Investment Management in Buffalo, NY, where he has worked for 10 years. He has seven years of industry experience. Outside of his advisory role, he is the managing member of Compliance Approved, LLC, a software company that offers an AI-powered tool for reviewing marketing materials for SEC and FINRA compliance issues. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, providing portfolio management, sub-advisory services, and model portfolios across multiple platforms. The firm uses a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation and offers diversified asset allocation and specialized strategies including municipal bonds and preferred equity.

Nicholas Ingold is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Moldenhauer & Associates, Commonwealth Financial Network, and Equitable Advisors. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm uses both fundamental and technical analysis along with institutional research to tailor investment programs and asset allocation models for its clients.

Ronald Kotas is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for over 25 years and has been with WNY Asset Management since 2010. In addition to his advisory role, he is involved in tax preparation and accounting through Kotas & Kotas CPA PC. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary portfolio management, financial planning, and consulting. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, and ETFs, and collaborates with CPAs and attorneys to support client needs.

Shant Goubrial is a financial advisor at Sandhill Investment Management with four years of industry experience. He holds a Series 65 designation and has been with Sandhill since 2011. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and long-term equity positions.

Steven Sanders is a financial advisor at WNY Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2012. Prior to that, he was associated with Cadaret, Grant & Co., Inc. and served on the Town of Amherst board. Outside of his advisory role, he is a Certified Public Accountant with a private practice and serves as treasurer of the Cleveland Business Association. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and independent managers, with ongoing monitoring and client communication.

Brian Clouden is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. Sgroi Wealth Advisory Group LLC is a multi-team firm that provides investment advisory services, serving clients through a combination of independent advisory and broker-dealer relationships.

Jonathan Petrie is a CFP® professional with 11 years of industry experience. He is currently with WNY Asset Management, LLC and has prior experience at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Petrie is also involved with ClearPlan Financial, Inc. and maintains a business entity for tax and investment purposes. 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 services. The firm employs a diversified investment approach across multiple asset classes and offers educational seminars and workshops.

Vincent Scarsella is a CFP® certificant with 11 years of experience in financial advising. He is currently with Sgroi Wealth Advisory Group LLC and previously worked at Cadaret, Grant & Co., Inc. for 11 years. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and related consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and risk reduction, with portfolios reviewed by an internal Investment Committee and implemented through multiple custodians.

Edwin Johnston III is a financial advisor with Sandhill Investment Management in Buffalo, NY. He holds Series 63 and Series 65 designations and has five years of industry experience. Prior to joining Sandhill Investment Management, he has been associated with Sandhill Capital Partners LLC since 2004. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up research approach focused on companies with economic advantages and strong cash flow, using a long-term, buy-and-hold strategy and providing diversified asset allocation options.

Jeffrey Viksjo is a financial advisor at Ogorek Wealth Management, LLC with 5 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ogorek Wealth Management in 2017, he worked at KeyBank from 2016 to 2017. Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, and nonprofit organizations. The firm employs fundamental and technical analysis in its investment strategies and manages approximately $559 million in client assets with a two-advisor team.

Phillip Vance is a financial advisor with Sterling Investment Counsel, LLC, holding Series 63, 65, and 66 licenses and 33 years of industry experience. His prior roles include positions at LPL Financial, SII Investments, Inc., and 1717 Capital Management Company. He is involved in Jensen, Marks, Langer & Vance LLC, an affiliated entity that provides office and brokerage support. Sterling Investment Counsel offers discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages over $1 billion across approximately 850 clients, employing an Investment Policy Committee to construct core portfolios while tailoring individual portfolios to client objectives and restrictions.

Angelo D'amato Goodenough is a financial advisor at Sanderson Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Note Advisors, LLC for three years. Prior to his advisory roles, he was affiliated with the University at Buffalo for six years. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment consulting. The firm emphasizes asset allocation using capital market assumptions and risk analysis, primarily implementing strategies through mutual funds and ETFs, and is notable for managing most assets on a non-discretionary basis while maintaining relationships with insurance companies.

Summer Mckellar is a financial advisor at Sgroi Wealth Advisory Group LLC with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Sgroi Wealth Advisory Group since 2017, with prior experience at Cadaret, Grant & Co., Inc. and Lawley Retirement Advisors. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and risk reduction, delivering services primarily on a discretionary basis and utilizing both internal and third-party investment strategies.

Joseph Mineo is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and with three years of advisory experience. He has been affiliated with WNY Asset Management since 2010 and has over 40 years of experience as a partner at Blatner, Mineo, CPA, PC. Outside of his advisory role, he serves as a planning board commissioner for the City of Tonawanda and holds various voluntary positions with Canisius High School and Canisius College alumni associations. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a client-focused approach involving asset allocation across multiple investment types and offers standalone planning engagements, as well as educational seminars.

Jonathan Amoia is a financial advisor at TritonPoint Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sandhill Investment Management for 12 years. Outside of his advisory role, he is a principal at Alkemy Machine, where he is involved in strategic decision-making and financial oversight. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach combines long-term asset allocation, quantitative and fundamental analysis, and a mix of public equities, fixed income, and private-market alternatives, supported by in-house management and independent managers.

Stephen Czechowski is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He also works at Kotas & Kotas, CPA P.C., where he has been employed since 1982. Outside of his advisory role, he serves as a business official with the Alden Substance Abuse Coalition. 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 collaborates with other professional service providers including CPAs and attorneys.

Carl Bader is a financial advisor with Sanderson Wealth Management, LLC in Buffalo, NY, holding five years of industry experience. He has been associated with Sanderson Wealth Management since 2001. Sanderson Wealth Management provides comprehensive financial planning and investment consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach focuses on asset allocation, manager due diligence, and ongoing monitoring, utilizing mutual funds and ETFs to offer liquidity and transparency.