Jayce Wallace is a CFP® with 14 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at Cadaret, Grant & Co., Inc. since 2014 and was involved with Floss Agency, Inc. for six years. Outside of his advisory role, Wallace is a committee member of the International Junior Masters Golf Tournament and serves on the board of the East Aurora Country Club. LaSalle St. Investment Advisors provides fee-based financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of active and passive investment strategies across various asset classes and is notable for managing a substantial portion of its assets on a non-discretionary basis.

Charmaine Kaes is a financial advisor at Blackridge Asset Management, LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PEAK Brokerage Services, LLC and Cambridge Investment Research, Inc. Outside of her advisory role, she is the president and owner of Compensation Services, Inc., a pension administration business she has led since 1979. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach includes using client risk profiles, model portfolios, third-party managers, and a multiphase due diligence process for sub-managers.

Donald Buckley is a CFP® professional affiliated with The AmeriFlex Group, with 17 years of experience in the financial services industry. He has held roles at several firms, including Cambridge Investment Research, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is an associate attorney at Stamm Law Firm. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering tailored portfolio management and consulting through a network of advisory affiliates.

Dustin Emerling is a CFP® with 12 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2025. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with EMS Wealth Management since 2013. Outside of advisory roles, he is a partner at Floss, Murphy & Associates LLC, where he works as an agent selling life, accident, and health insurance. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management approaches, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

Russell Gaiser is a CFP® with five years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, and healthcare organizations such as Roswell Park Comprehensive Cancer Center. Outside of advising, he contributes personal finance columns to The Street, teaches Social Security optimization courses, and is a book author through Beyond Break Even, LLC. Independent Solutions Wealth Management is an SEC-registered firm managing approximately $1.54 billion in client assets. It serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, employing a strategic asset allocation process with “Best in Breed” manager selection across broad risk profiles.

Joseph Schrutt is an Investment Advisor Representative at Blackridge Asset Management, LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PEAK Brokerage Services, LLC and One Life America. Schrutt operates a separate business under the name Xecutive Wealth Strategies. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach involves client risk profiling, model portfolio construction, and sub-manager due diligence, serving clients through fee-based portfolio management and sub-advisory services.

Michael Kaminska is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has prior work experience at Cadaret Grant & Co., Inc. Outside of finance, Kaminska works as a physical therapist at Kaleida Health. 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 programs and manages a notable mix of assets with a predominance of non-discretionary portfolios.

Anthony Szefler is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has previously worked at Blackridge Asset Management and is involved with The Financial Guys and Peak Brokerage Services. Szefler operates from Williamsville, NY. 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 focuses on strategic asset allocation and manager selection across a broad range of risk profiles and offers portfolio management, tactical strategies, and private placement services.

Stephen Grisko is a wealth advisor at Independent Solutions Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Blackridge Asset Management, PEAK Brokerage Services, LPL Financial, and Five Star Bank. In addition to his advisory role, he is an insurance broker/agent for National Life. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers across a five-tier risk spectrum, incorporating both fundamental and technical analysis in its investment process.

Charles Sperrazza Jr. is a financial advisor with Blackridge Asset Management, LLC, holding 39 years of industry experience. He has been with Blackridge since 2021 and is also associated with Peak Brokerage Services, LLC since 2015. Outside of his advisory roles, he is involved as an actor with Gravesend, LLC. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process using model portfolios and third-party managers, delivering services through fee-based management and retainer arrangements.

Lauren Muscato is a financial advisor at Independent Solutions Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at PEAK Brokerage Services and the University of Buffalo. She is also involved in wealth management under the name The Financial Guys. 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 employs a strategic asset allocation and manager selection approach, offering services including mutual fund, ETF, and stock portfolio management, as well as tactical portfolio strategies.

Glenn Wiggle Jr. is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC in addition to his long tenure at Independent Solutions Wealth Management. Outside of advisory work, he is involved in media and insurance businesses, including ownership and management roles in Financial Guys LLC and related entities. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using a strategic asset allocation process, model portfolios, and a combination of fundamental and technical analysis.

Daniel Kautz is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes roles at American Portfolios Financial Services, SagePoint Financial, OSAIC, and Cambridge Investment Research. Outside of his advisory work, he is the founder of Retirement By Design, a marketing-related venture. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm delivers tailored portfolio management and consulting services through a network of advisory affiliates and multiple program platforms, including Cambridge-sponsored offerings.

Jeffrey Kamien is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2011. Outside of his advisory role, he serves as Tournament Director and board member for the International Junior Golf Tournament, overseeing finance, player development, publicity, and coordination with golf club personnel. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages accounts under both non-discretionary and discretionary authority.

Jon Zach is a CFP® with 20 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked with LaSalle St Securities LLC since 2015 and has maintained roles at Zach & Cywnski LLC and LPL Financial since 2011 and 2014, respectively. Outside of his advisory work, he is a partner in the ZLC Group, a CPA affiliate program focused on accounting, audit, and tax preparation. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering fee-based financial planning and a variety of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for managing a significant portion of assets on a non-discretionary basis.

Timothy Reed is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Reed has been with LaSalle St. Investment Advisors since 2007 and has also been affiliated with LaSalle St. Securities since 2006. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using both passive and active approaches and is notable for managing a majority of assets on a non-discretionary basis.

Kasey Wopperer is a financial advisor with OneSeven holding a Series 65 credential and four years of industry experience. Prior to joining OneSeven, Wopperer worked at Generation Capital Management and Manning & Napier. Wopperer is a volunteer treasurer and board member of the Home and School Association of St. Gregory the Great School. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Susannah Ryan is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at Blackridge Asset Management and Independent Solutions Wealth Management since 2015. Outside of her advisory role, she is a notary public and involved in insurance activities with The Financial Guys, LLC. 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 utilizes both fundamental and technical analysis in portfolio management, offering discretionary and non-discretionary strategies including mutual funds, ETFs, and third-party managers.

Kurt Knoess is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Foresters Advisory Services LLC, and Foresters Financial Services. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, and operates multiple sponsored platforms while working with various custodial and platform providers.

John Thur is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He has been with Independent Solutions Wealth Management, LLC since 2013. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm emphasizes strategic asset allocation across a five-tier risk spectrum and employs both fundamental and technical analysis in portfolio management.