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.

Jozef Kuzmkowski is a financial advisor at Courier Capital, LLC with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Key Investment Services, KeyBank NA, Merrill, Bank of America, NYLIFE Securities LLC, New York Life Insurance Co., and AXA Advisors. Kuzmkowski serves as a committee member for the Boy Scouts of America, Seneca Waterways Council, assisting in the planning of outdoor fundraising events. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm uses an asset-allocation approach with Investment Committee oversight and offers discretionary management that may include mutual funds, ETFs, individual securities, and alternative investments.

Michael Brace is a Series 66-licensed advisor with Courier Capital, LLC, based in Buffalo, NY. He has worked at Courier Capital since 2016, accumulating five years of industry experience. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, retirement plan advisory, and access to alternative investments.

William Gurney is a financial advisor at Courier Capital, LLC in Buffalo, NY, with 10 years of industry experience. He holds a Series 63 designation and has been with Courier Capital since 2016. Outside of his advisory role, he is a partner in two long-standing real estate entities formed in the early 1990s, although his involvement is limited. Courier Capital, LLC provides investment management, retirement plan services, financial planning, and investment consulting to individuals, institutions, and charitable organizations. The firm manages assets on a discretionary basis through diversified asset-allocation models and employs an Investment Committee to oversee manager selection and monitoring.

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.

Ryan Hanlon is a financial advisor at Courier Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at M&T Bank and Essendant. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, retirement plan consulting, and access to alternative investments.

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.

Rebecca Westervelt is a financial advisor with Courier Capital, LLC, holding five years of industry experience. She previously worked at HNP Capital, LLC for six years and at Generation Capital, LLC for fourteen years. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans, employing an asset-allocation approach tailored to client profiles and overseen by an Investment Committee. The firm manages client assets on a discretionary basis, conducting structured due diligence on third-party managers and offering access to a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Lawrence Whistler is a CFA® charterholder with four years of industry experience. He is currently with Courier Capital, LLC and previously worked at Nottingham Advisors for 18 years. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to a range of clients including high-net-worth individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets on a discretionary basis using asset-allocation models, separately managed accounts, and model portfolios that may include mutual funds, ETFs, individual equities, fixed income, and alternative asset classes.

Stephen Fassel is a financial advisor at Courier Capital, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at HNP Capital LLC, Five Star Bank, Northwest Bank, and LPL Financial. Fassel is also involved as a life insurance and long-term care agent with KAFL Insurance Resources. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

John Rehak III is a CFP® and holds a Series 66 designation. He is affiliated with United Capital Financial Advisors in Buffalo, NY, where he has worked since 2022. His prior work experience includes roles at Figli LLC and the Miller Tennis Center. United Capital Financial Advisors provides national financial planning and discretionary investment management to individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of investment options, including ESG and faith-based portfolios, and supports other independent advisors through its FinLife Partners platform.