Matthew Mullin is a CFP® with 11 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Advisory Corporation. In addition to advising, he is involved in Medicare and Medicaid insurance sales and prepares tax returns for a small group of clients during tax season. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and uses an in-house investment team to manage model portfolios and third-party manager selections.

Jeffrey Kney is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years with Legend Advisory Corporation and thirty years with Legend Equities Corporation. Outside of his advisory role, he serves as a volunteer board member for the Orchard Park CSD Academy of Finance, advising students interested in business. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment team that manages proprietary model portfolios and employs a mutual-fund screening process.

Donald Tiburzi is a financial advisor with Capital Analysts in Getzville, NY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior work includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2009 to 2019, and Legend Equities Corporation between 1994 and 2017. Additionally, he provides personal income tax preparation services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a variety of programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Louis Rivera is a financial advisor at Ethos Financial Group, LLC with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret Grant, Inc., J. Alden Associates, Inc., and Alden Investment Advisors LLC. Outside of his advisory role, he is an independent insurance salesman specializing in health, life, disability, and annuity products. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, offering investment management, financial and estate planning, insurance recommendations, and consulting services. The firm uses model portfolios focused on diversified, risk-conscious allocations and integrates third-party research and tax-overlay management in its process.

Jacob Denz is a CFP® with eight years of industry experience and is currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and has held prior roles at Riley St. Station and Sealing Devices LLC. He serves as Secretary for the Orchard Park Academy of Finance Advisory Board. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to drive investment decisions.

Duane Pusch is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, he prepares personal income tax returns during the tax season. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team.

Frank Pelosi Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as president of Pelosi Insurance Agency Inc., where he is involved in property and casualty insurance as well as income tax preparation. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm provides both discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary tools, while offering advisors flexibility to deliver customized financial solutions and support.

Michael Sperrazza is a financial advisor at Independent Solutions Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Blackridge Asset Management, Peak Brokerage Services, and Queen City Financial Group. Outside of advising, he is a managing partner of The Financial Guys Home & Auto LLC and hosts a radio show with Financial Guys Media Network. 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.

Corey Malstrom is a CFP® certificant with 22 years of industry experience. He is currently with Capital Analysts and has worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advisory, he is involved as an independent sales agent specializing in Medicare Advantage and Medicare Supplement plans. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs a discretionary investment approach supported by an in-house Investment Management & Research team and offers a range of portfolio management options including advisor-managed models and access to third-party managers.

Austin Willison is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 credential and has worked at Lincoln Investment Planning since 2019. His prior work history includes roles at Uber, Dave & Adam's Card World, Lawley Insurance, and the State University of New York College at Buffalo. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Michael Shaver is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and entering the industry with no prior financial advisory experience. His background includes roles in healthcare and education, such as positions at the University at Buffalo Primary Care Research Institute and Buffalo Medical Group. He is also involved with Project TEACH, a nonprofit initiative. 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, individual securities, and third-party managers, alongside ongoing portfolio reviews and tactical strategies.

Mark Conomos is a CFP® with 42 years of industry experience. He is currently affiliated with Capital Analysts and has prior work history 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, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team and offers a range of advisory services through multiple program structures.

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds the Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of her advisory role, she serves on the advisory board for the Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

Timothy O'Shei is a CFP® with 12 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company. His prior roles include positions at MAI Capital Management, WCG Wealth Advisors, Treloar & Heisel Wealth Management, Ameriprise Financial Services, and Financial Engines Advisors. F.L. Putnam serves individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolio management using both internally managed strategies and third-party managers across various asset classes and incorporates AI tools for limited research support without replacing human decision-making.

Ronald Reinstein is a financial advisor at Independent Solutions Wealth Management, LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Peak Brokerage Services, Blackridge Asset Management, and Independent Solutions Wealth Management since 2015. Reinstein also teaches community education classes and is involved as a Social Security Certified Claiming Strategist. Independent Solutions Wealth Management is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, using a strategic asset allocation and manager selection process across a range of risk profiles.

John D'andrea IV is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 66 designation and previously served in the US Army for 23 years. Outside of his advisory role, he owns and operates two e-commerce retail businesses, Empire Auction Gallery and Buffalo Empire Trading Company. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and multiple advisory relationships.

Dean Boucounis is a ChFC® with 48 years of experience in the financial services industry, currently affiliated with Mutual of Omaha Investor Services, Inc. since 1974. He serves as president and sole stockholder of Boucounis Financial Services Inc. and has been involved in insurance lines including health, life, and annuities since 1974. Outside of his advisory role, he participates in community service through his work with the Annunciation Greek Orthodox Church’s Stewardship and Outreach Committee, volunteers at the Roswell Park Comprehensive Cancer Center, and assists in meal service at the Annunciation Church Orthodox Action Soup Kitchen. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platforms like Envestnet, supporting client relationships with various third-party money manager options and a range of model portfolio strategies.

Michael Shaver is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Independent Solutions Wealth Management, LLC and has prior experience at PEAK Brokerage Services, Blackridge Asset Management, and Citizens Securities. Since 2002, he has served as Treasurer for the Vision Beyond Sight Foundation 403(b)(c). Independent Solutions Wealth Management, LLC is an SEC-registered advisory firm that provides financial planning and portfolio management 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, manager selection, and tactical strategies across a range of risk profiles.

Jay Blanchard is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, he is involved in practice management and technology consulting, owns a business called Wealth to Womens, and participates in teaching and mentoring activities through Time & Money LLC. He also serves as a fundraiser for the American Widow Project. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers a range of portfolio management strategies, emphasizing strategic asset allocation, model portfolios, and both fundamental and technical analysis in security selection.

David Mariacher is a financial advisor at Independent Solutions Wealth Management, LLC in Burlington, Kansas, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PEAK Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. 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 utilizing mutual funds, ETFs, individual securities, and third-party managers, with an investment process focused on strategic asset allocation, manager due diligence, and a combination of fundamental and technical analysis.