Michael Arcuri is a financial advisor at Pathway Partners Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Pathway Partners Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The six-advisor team manages approximately $79 million for about 367 clients, employing asset-allocation and diversification strategies implemented via model portfolios and third-party money managers.

Michael Angelucci is a CFP® with six years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked with New Directions Youth and Family Services for over two decades. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs a diversified asset-allocation approach with ongoing management tailored to clients' cash needs and tax situations, and it provides unique offerings such as direct indexing and AI-enhanced account aggregation.

Daniel Gartland is a financial advisor at WNY Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup and Cadaret Grant & Co., Inc. Gartland also has involvement with a non-variable insurance business in Buffalo, NY. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm serves a range of clients, from non-high-net-worth to high-net-worth individuals, using diversified asset allocations and a combination of fundamental, technical, and charting analysis in its investment process.

Kurt Fetter is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America and Merrill. Fetter is the founder of Zenith Capital, a business that connects buyers and sellers, raises capital, and manages client assets. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools.

Michael Zimmer is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC. Outside of his advisory work, he is involved with a radio show marketing entity called The Financial Guys. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers.

Michael Sirianno is a financial advisor at Zacks Investment Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, LPL Financial, and Northwest Bank. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis driven by proprietary stock-ranking models and offers a wide range of investment strategies, serving both direct clients and third-party advisers.

Alexander Long is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Peak Brokerage Services, Silver Grove Advisory Services, LPL Financial, and Specific Solutions, Inc. Outside of his advisory work, he serves as a college consultant providing financial aid form preparation through Send Your Kids to College. Blackridge Asset Management delivers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and referrals to third-party money managers through an online platform, with many client accounts managed on an affiliated turnkey asset management platform.

Michael Dilullo is a CFP® with 44 years of industry experience, currently affiliated with Capital Analysts. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as Treasurer and peer facilitator for the Laurel Love Center for Grief and Hope, a nonprofit grief center. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.

Jack Haxton is a wealth manager at Independent Solutions Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles including positions at Peak Brokerage Services, LLC and Golf Galaxy prior to his current role. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and offers services including mutual fund, ETF, and stock portfolio management, tactical portfolio models, and third-party manager selection.

Ronald Waskow is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 credential and over 20 years of industry experience. He previously worked at Blackridge Asset Management, LLC, LPL Financial, LLC, and Northwest Savings Bank. Outside of advisory work, he is a committeeman for the Town of Elma Republican Committee. Independent Solutions Wealth Management LLC is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and employs a strategic asset allocation and manager selection process across a range of risk profiles.

Roger Malcolm is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 registrations and totaling 28 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He is also president and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations delivered by a network of investment adviser representatives.

Rohn Pierce is a financial advisor at Independent Solutions Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at PEAK Brokerage Services, Blackridge Asset Management, and The Prudential Insurance Company of America. Outside of financial services, Pierce provides baseball pitching lessons as a coach through his business All-In-Sports. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and offers services including portfolio management, strategic asset allocation, and tactical investment strategies across a range of risk profiles.

Marc Panaro is a financial advisor at Capital Analysts with 27 years of industry experience. He holds the CFP® designation along with Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charities, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple approaches, supported by an in-house Investment Management & Research team and proprietary fund screening tools.

Michael Hoeflich is a financial advisor at Independent Solutions Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with Hoeflich Retirement Optimization Planning since 2021 and with Peak Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. Outside of his advisory roles, he is involved as a Social Security Claiming Strategist and is a book author through his membership in Beyond Break Even. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum, utilizing mutual funds, ETFs, third-party managers, and tactical strategies with regular portfolio reviews and due diligence.

Jeffrey Kney is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations. The firm employs an in-house Investment Management & Research team to support portfolio management and offers a range of discretionary and non-discretionary advisory services.

David Moore is a CFP® with 41 years of industry experience, currently affiliated with Independent Solutions Wealth Management, LLC and Peak Brokerage Services, LLC. His career includes roles at Cambridge Investment Research Advisors, Inc., American Portfolios Financial Services, Inc., and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved with The Financial Guys, a radio show and DBA focused on wealth management. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation process across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers, complemented by regular due diligence and portfolio reviews.

John Scioli is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 31 years of industry experience. His career includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation between 1995 and 2017. He is also president of John Scioli Inc., a company used for accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a focus on in-house model portfolios and third-party manager access, operating under a fiduciary framework with various advisory arrangements.

Jeffrey Ott is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. He is based in Getzville, NY. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, offering a range of investment solutions such as advisor-managed models, custom portfolios, and third-party manager access.

Brian Webb is an investment advisor at Independent Solutions Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Peak Brokerage Services, LLC, MHA Zentgraf, Globe Life/National Income, and Rapistak Corporation. Outside of his advisory role, he is the owner of Webb Marketing Agency, a non-investment related business. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm that provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and emphasizes strategic asset allocation and manager selection through a range of portfolio models and tactical strategies.

Michael Lomas is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Peak Brokerage Services LLC, Blackridge Asset Management LLC, and Neiman Funds Management, where he serves as a director and active owner of the Neiman Large Cap Value Fund. Outside of advisory work, he is involved in media and insurance through Financial Guys, LLC, and owns a drag race car team, Lomas Motorsports. Independent Solutions Wealth Management provides advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across mutual funds, ETFs, and individual securities. The firm emphasizes strategic asset allocation, manager due diligence, and a mix of fundamental and technical analysis, incorporating tactical strategies and proprietary mutual fund offerings.