John Sanderson is a Series 65 licensed financial advisor with 13 years of industry experience. He has been with Sanderson Wealth Management, LLC since 2001 and is based in Buffalo, NY. Sanderson Wealth Management provides comprehensive financial planning and investment consulting to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs to implement strategies.

Raymond Carter is a financial advisor at WNY Asset Management, LLC with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior career includes long-term roles at Carter Financial Management, LLC and Cadaret Grant. 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 both non-high-net-worth and high-net-worth clients and employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and independent managers.

William Mistretta is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at firms including LPL Financial LLC and Cadaret, Grant & Co., Inc. Outside of advisory services, he is involved with WNY Tax Planners, LLC, a tax preparation and accounting firm. 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. The firm employs a client-focused approach with diversified asset allocation across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and coordinating with other professional service providers.

James Warner is a CFP® professional with five years of industry experience, currently serving as part of the team at Sanderson Wealth Management, LLC in Buffalo, NY. He has been with Sanderson Wealth Management, LLC since 2001. Sanderson Wealth Management provides comprehensive 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 focuses on asset allocation, manager due diligence, and ongoing monitoring, primarily utilizing mutual funds and ETFs.

Alex Stauffiger is a financial advisor at Pathway Partners Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KeyBank and Niagara University. Outside of his advisory role, he serves as Head of Content and Marketing for The Advisor Network, an educational platform focused on social media and content creation. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm offers discretionary portfolio management and integrated financial planning, utilizing model-driven strategies based on modern portfolio theory and fundamental analysis.

Nicholas Scibilia is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Citigroup Global Markets, Cadaret, Grant & Co., Inc., and LPL Financial before his current role. 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. The firm uses a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and collaborates with other professional service providers including CPAs and attorneys.

William Pictor is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses with 48 years of industry experience. He has been with Trubee, Collins & Co., Inc. for 40 years. Outside of his advisory work, he serves as the unpaid chairperson of the East Aurora Chamber Music Festival, which produces four classical chamber music concerts annually. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm employs both fundamental and technical analysis and combines in-house advice with external managers to develop tailored investment programs.

Anne Emblidge is a financial advisor at Trubee Wealth Advisors, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Trubee Wealth Advisors since 2017. Prior to that, she was the owner and sole employee of Quant, LLC, a business she established in 2014 that currently does not provide any services. She serves as Treasurer for Estate Analysts of Western New York, Inc., a nonprofit focused on estate planning and networking. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate plans, charitable institutions, and endowments. The firm employs both fundamental and technical analysis in developing personalized investment programs and offers a hybrid service model combining in-house advice with outside managers.

Matthew Drosendahl is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Trubee, Collins & Co., Inc. since 2018 and previously was employed at Uniland Development Company from 2012 to 2018. 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, utilizes fundamental and technical analysis along with institutional research, and combines in-house advice with external managers to implement investment decisions.

Lindsay De Lellis is a CFP® professional at Landmark Wealth Management with nine years at the firm and a total of five years of industry experience. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management serves individual and institutional clients, including high-net-worth individuals and governmental entities, offering portfolio management, financial planning, and ERISA plan consulting. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing diversified, asset-allocation-driven portfolios primarily using mutual funds and ETFs.

Kevin Monheim is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Dopkins Wealth Management, LLC and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Manning & Napier Advisors LLC. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 client relationships. The firm employs a diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and provides ERISA fiduciary reviews alongside portfolio management and retirement plan consulting.

John Lunghino is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior roles include positions at LPL Financial, Cambridge IR, and Cadaret, Grant & Co., Inc. He is also a CPA with ongoing involvement in tax preparation and accounting, and he is an author and a commissioned notary. WNY Asset Management provides discretionary investment advisory services and financial planning to a range of clients, including individuals, businesses, and charitable organizations. The firm utilizes diversified asset allocations and combines fundamental, technical, and charting analysis within its investment process.

Shawn Glogowski is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Note Advisors, LLC and has prior experience at GCW Capital, LLC and MassMutual. In addition to his advisory role, he works as an independent agent in fixed life and health insurance sales. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm offers comprehensive financial planning, portfolio management, tax preparation by enrolled agents, and estate-planning assistance, using a “planners first, then managers” approach to coordinate tailored financial strategies.

Robert Castiglione II is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with WNY Asset Management, LLC and LPL Financial LLC. He is a partner at WNY Tax Planners, a tax preparation and accounting firm. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, providing discretionary portfolio management along with financial planning and consulting services. The firm utilizes a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and allocations to independent managers.

Leonard Zablonski is a financial advisor at WNY Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2010. Prior to that, he has been associated with Cadaret, Grant & Co., Inc. since 2000 and operates a CPA practice, Leonard J. Zablonski Jr. CPA, since 1992. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting services. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and independent managers, supported by ongoing monitoring and client education.

Justin Sanderson is a CFP® professional with five years of industry experience, currently serving at Sanderson Wealth Management, LLC, where he has been since 2001. The firm has a team of 11 advisors and is based in Buffalo, NY. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach focuses on asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs for liquidity and transparency.

Aidan Hart is a financial advisor at Dopkins Wealth Management, LLC with a Series 65 credential and approximately one year of industry experience. His prior experience includes roles at Canisius University and various other positions before joining Dopkins Wealth Management. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 clients. The firm follows a broadly diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and offers specialized services including ERISA fiduciary reviews and outsourced portfolio management.

Kimberly Kowalski is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, ClearPlan Financial, Inc., Cadaret, Grant & Co., Inc., and other firms. Outside of her advisory role, she is also a notary. 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. The firm employs a multi-strategy asset allocation approach across various asset classes and maintains relationships with other professional-service providers, including CPAs and attorneys.

Harrison Steinwald is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at M&T Securities from 2013 to 2020 before joining Trubee, Collins & Co, Inc. He also serves as Managing Director of Investment Analytics, Inc., providing consulting services on investment policy development, manager selection, and performance evaluation. Trubee Wealth Advisors offers portfolio management and advisory services to individuals, small businesses, corporate plans, and charitable institutions. The firm employs a hybrid approach combining in-house advice with external managers and utilizes both fundamental and technical analysis supported by institutional research.

Charles Gelo is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 2009. Outside of his advisory role, he serves as Treasurer for Crosswinds Community Homeowners, Inc., managing administrative tasks related to community finance. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, and institutional clients. The firm offers customized investment programs using both fundamental and technical analysis, combining in-house advice with external managers.