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.

Renee' Hasenoehrl is a financial advisor at Northcape Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Northcape Wealth Management serves individuals, trusts, businesses, retirement plans, and other entities, providing investment and wealth management, financial planning, and fiduciary and non-fiduciary plan sponsor services. The firm primarily offers discretionary portfolio management with tailored, tax-aware asset allocation strategies using a mix of active and passive investments and option strategies.

Thomas Conway is a CFP® with experience at Note Advisors, LLC since 2024. He previously worked at Clearstead Advisors and Zappitelli Financial Services. His background includes five years as a full-time student prior to entering the industry. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm provides financial planning, portfolio and investment management, tax preparation, estate-planning assistance, and wealth coaching through a structured, client-driven process.

Joseph Titus is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wilmington Advisors at M&T and LPL Financial LLC. Pathway Partners Wealth Advisors serves individual clients, including high-net-worth individuals, managing approximately $58 million across about 247 client relationships. The firm offers discretionary portfolio management and integrated financial planning, using asset allocation and model-driven strategies based on modern portfolio theory and fundamental analysis.

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 12 years of industry experience. She has been with Level Financial Advisors, Inc. for 39 years, where she is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with 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, utilizing tools such as direct indexing and AI-assisted data consolidation.

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 19 years of industry experience. He has worked at Trubee, Collins & Co., Inc. since 2019 and previously spent time at Commonwealth Financial Network and Moldenhauer & Associates. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate plans, and charitable institutions, using a combination of fundamental and technical analysis alongside institutional research. The firm offers both discretionary and non-discretionary accounts, access to third-party sub-advisors, and customized supervisory and administrative services.

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.

Maurice Naylon III is a financial advisor with SB Advisory, LLC, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. He has worked at Lincoln Financial Advisors since 1999 and has been with SB Advisory and San Blas Securities since 2021. Outside of advisory services, Naylon is involved in several nonprofit boards and community organizations, including the Buffalo Renaissance Foundation and the Buffalo and Erie County Naval & Military Park. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice and employs a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

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 at Sterling Investment Counsel, LLC with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial LLC since 2018 and at Sterling Investment Counsel since 2016. Prior to that, he was with SII Investments, Inc. for 11 years. Sterling Investment Counsel provides portfolio management and financial planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, using a combination of analytical methods and both long- and short-term trading strategies.