Evan Kraft is a Certified Financial Planner (CFP®) with 4 years of industry experience. He has been with Sanderson Wealth Management, LLC since 2010. Sanderson Wealth Management, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm’s approach emphasizes asset allocation based on capital market assumptions and risk analysis, utilizing mutual funds and ETFs for transparency and liquidity, and maintains a significant focus on non-discretionary management and insurance-related advisory services.

Colin Healy is a financial advisor at Pathway Partners Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for 13 years. Outside of his advisory role, he serves as president of The TashaStrong Foundation, a charitable organization that raises funds and awareness for cancer research, and is the founder of The Advisor Network, a web-based platform for financial professionals to share industry knowledge and training. Pathway Partners Wealth Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, managing approximately $58 million across about 247 client relationships. The firm provides discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Daniel Byles Smith is a CFP® professional with three years of industry experience, currently serving as an advisor at Waterford Advisors, LLC, where he has worked for ten years. The firm is a fee-based, SEC-registered advisory team that provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting for individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, and estates. Waterford manages approximately $399 million in client assets using diversified asset-allocation models and written Investment Policy Statements.

Alyssa Bogardus is a CFP® at Level Financial Advisors, Inc. with three years of industry experience. She has been with Level Financial Advisors since 2021, following prior roles in education at Edinboro University and Girard High School. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, incorporating tools like direct indexing and AI-assisted meeting documentation.

John Ring III is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has a background that includes over three decades as a practicing attorney, owning his own law firm and serving as a Chapter 7 Bankruptcy Trustee. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses, utilizing discretionary portfolio management and access to third-party asset managers. The firm is notable for sponsoring and providing oversight of wrap fee programs offered through their platform relationships.

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.