Zachary Shroyer is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Brock, Schecter & Polakoff, LLP. Outside of his advisory role, he provides administrative support to WNY Asset Management. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of investment strategies and maintaining relationships with other professional service providers.

Sandra Turchiarelli is a financial advisor with Sgroi Wealth Advisory Group LLC, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc. and LPL Financial. She is also commissioned as a notary in West Seneca, NY. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, including high-net-worth clients, as well as corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk mitigation, managing approximately $1.357 billion in assets.

Robert Miller, Jr. is a CFP® with nine years of industry experience and has been with Miller, Gesko & Company Inc. since 1999. He is based in Buffalo, NY, and holds a Series 63 license. Miller, Gesko & Company Inc. is an SEC-registered independent investment adviser managing approximately $170 million for about 87 clients, primarily individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis to build customized portfolios and offers a range of services including discretionary and non-discretionary investment management, trust administration, and informal tax planning.

John Shine is a CFP® and CFA® with 10 years of industry experience, currently serving at Trubee Wealth Advisors, Inc. in Buffalo, NY. He has been with Trubee, Collins & Co, Inc. since 2014. Outside of his advisory role, Shine is a member of the Board of Governors at the Park Country Club of Buffalo. 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 tailored investment programs, offering both discretionary and non-discretionary account management.

Mark Collard is a financial advisor at Landmark Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2005. Outside of his advisory role, he serves as a board member for Try-It Distributing, providing advisory support on business matters. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified, asset-allocated portfolios and integrates accounting and tax services through affiliated CPAs.

John Langer is a financial advisor with Sterling Investment Counsel, LLC in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial LLC since 2018 and was previously with Sii Investments, Inc. from 2007 to 2018. Outside of advisory services, he is a licensed agent for non-variable insurance products, including term and universal life insurance, fixed annuities, long-term care, and disability insurance. Sterling Investment Counsel provides portfolio management and financial planning to individuals, high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing a combination of charting, fundamental analysis, and modern portfolio theory, and often utilizes third-party managed-account platforms such as AssetMark.

John Meisner is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Trubee Wealth Advisors, Inc., where he has worked since 2023, following prior roles at Olivewood Consulting and Trubee, Collins & Co., Inc. 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, access to third-party sub-advisors, and combines in-house advice with external managers using fundamental and technical analysis supported by institutional research.

Jennifer Jurek is a CFP® professional with 29 years of experience in the financial services industry. She has worked at Sgroi Wealth Advisory Group LLC since 2017 and previously spent over two decades at Cadaret Grant & Co. Inc. and Sgroi Financial, LLC. Jurek is a volunteer with the West Seneca Finance Academy and holds the Certified Divorce Financial Analyst designation. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, utilizing both internal and third-party investment strategies.

Caleb Jennings is a Certified Financial Planner™ (CFP®) with five years of industry experience. He is affiliated with Sanderson Wealth Management, LLC, a firm he has been with since 2005. Sanderson Wealth Management provides financial planning, investment consulting, and portfolio management services to a diverse client base that includes individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, utilizing mutual funds and ETFs for liquidity and transparency.

Laureen Syta is a CFP® professional at WNY Asset Management, LLC with 12 years of industry experience. She has worked previously at LPL Financial, Cadaret Grant, and Relationship Velocity. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, businesses, and various institutional clients. The firm serves both non-high-net-worth and high-net-worth clients using diversified investment strategies and offers educational seminars and workshops at no charge.

Chad Oconnell is a financial advisor at Dopkins Wealth Management, LLC with four years of industry experience. He holds the Series 63 designation and has been with Dopkins Wealth Management since 2004. 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’s investment strategy is based on Modern Portfolio Theory, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, alongside conservative fixed income holdings where appropriate.

Ian Woods is a CFA® charterholder and financial advisor with NorthCape Wealth Management in Williamsville, NY. He has been with NorthCape since 2022 and previously worked at Ecotech Office Environments from 2017 to 2022. Woods has four years of industry experience. NorthCape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities by providing investment and wealth management, independent manager selection, financial planning, and fiduciary and non-fiduciary plan sponsor services. The firm primarily offers discretionary portfolio management with tax-aware asset allocation plans tailored to client objectives, managing approximately $706 million in client assets across about 570 client relationships.

Christopher Kicinski is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Sandhill Investment Management since 2011. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm’s investment approach emphasizes fundamental, bottom-up research and a long-term, buy-and-hold strategy, with a range of diversified asset allocation and fixed income options.

Thomas Emmerling is a CFP® professional with four years of industry experience, currently serving at Dopkins Wealth Management, LLC in Williamsville, NY. He has been associated with Dopkins Wealth Management since 1999 and with its parent firm, Dopkins & Company LLP, since 1974. Outside of his advisory role, Emmerling is the owner of 200 International Drive, LLC, an entity established to receive rent for Dopkins & Company. 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’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios implemented primarily through no-load mutual funds and ETFs.

Timothy Domino is a CFP® with five years of industry experience. He has been with Sanderson Wealth Management, LLC since 2011, where he works as part of an 11-advisor team. Sanderson Wealth Management provides comprehensive financial planning and investment consulting to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, typically utilizing mutual funds and ETFs for liquidity and transparency.

Paige Lunghino is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has previously worked with LPL Financial, Cadaret, Grant & Co., Inc., and Cambridge Investment Research. Outside of advisory roles, she is involved with Shorecliff Equine Partners LLC. 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 a broad client base and employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and unaffiliated independent managers.

Thomas Turk is a CFP®-certified financial advisor with 44 years of industry experience. He has worked at CitiGroup Global Markets Inc. for 26 years. Turk serves on the board of Buffalo Suzuki Strings, a music school, where he participates in finance committee activities and long-term planning. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm combines fundamental and technical analysis with institutional research to tailor investment programs and asset allocation models for its clients.

Anthony Vecera is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Cadaret, Grant & Co., Inc. He is also involved with WNY Tax Planners LLC, a tax preparation and accounting business. WNY Asset Management serves individual investors, business entities, trusts, pension plans, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and third-party managers, while offering educational seminars and maintaining professional service relationships.

Chelsea Blasch is a financial advisor with Sterling Investment Counsel, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Sterling Investment Counsel since 2016 and has prior experience at SII Investments, Inc. and Jensen, Marks, Langer & Vance. Chelsea provides investment advisory services through Sterling Investment Counsel, an independent registered investment advisor. Sterling Investment Counsel offers portfolio management and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of analytical methods and trading approaches tailored to each client’s goals, time horizon, and risk tolerance.

Treg Lewis is a financial advisor at Dopkins Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBX, Inc. for ten years. Outside of advising, Lewis is involved in woodworking through his ownership of Loon Woods, LLC, and provides consulting and project management services for Relco Systems, Inc. Dopkins Wealth Management serves individuals, high net worth clients, trusts, small businesses, and qualified retirement plans with discretionary and non-discretionary investment management. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, complemented by written investment policy statements, portfolio modeling, and periodic reviews.