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.

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.

Nathan Severson is a financial advisor at Silver Grove Advisory Services with a Series 65 credential. He has been with the firm since 2025 and has prior experience working in educational and community roles, including positions at State University of New York and Erie Community College. His background also includes involvement with local organizations such as the Hamburg Village Swim Center. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm employs a diversified, long-term oriented investment approach using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options as needed, and offers a variety of delivery models including direct discretionary management and referral services.

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.

Brian Norman is a financial advisor with Moldenhauer & Associates holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, with a focus on wrap fee programs and supervisory oversight of third-party asset managers.

Angelo D'amato Goodenough is a financial advisor at Sanderson Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Note Advisors, LLC for three years. Prior to his advisory roles, he was affiliated with the University at Buffalo for six years. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment consulting. The firm emphasizes asset allocation using capital market assumptions and risk analysis, primarily implementing strategies through mutual funds and ETFs, and is notable for managing most assets on a non-discretionary basis while maintaining relationships with insurance companies.

Julianne Incardona is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She has worked with Silver Grove since 2017 and previously with LPL Financial and M&T Securities. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, complemented by individual securities as needed, and offers multiple delivery models including direct discretionary management and platform referrals.

Summer Mckellar is a financial advisor at Sgroi Wealth Advisory Group LLC with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Sgroi Wealth Advisory Group since 2017, with prior experience at Cadaret, Grant & Co., Inc. and Lawley Retirement Advisors. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and risk reduction, delivering services primarily on a discretionary basis and utilizing both internal and third-party investment strategies.

Katie Weibel is a CFP® with 19 years of industry experience, currently with Silver Grove Advisory Services. She has worked at firms including LPL Financial LLC and M&T Securities, Inc. Since 2022, she has hosted a radio show focused on financial topics with New York Marketing. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets through a mix of discretionary management, referrals, and multiple sponsored platforms.

Annette Olday is a financial advisor at Silver Grove Advisory Services with 22 years of industry experience. She holds a Series 63 designation and has worked at Silver Grove since 2017, concurrently associated with LPL Financial and Meridia Community Federal Credit Union. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm offers diversified, primarily long-term portfolios incorporating low-cost mutual funds and ETFs, as well as discretionary management through direct and platform-based models.

Joseph Mineo is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and with three years of advisory experience. He has been affiliated with WNY Asset Management since 2010 and has over 40 years of experience as a partner at Blatner, Mineo, CPA, PC. Outside of his advisory role, he serves as a planning board commissioner for the City of Tonawanda and holds various voluntary positions with Canisius High School and Canisius College alumni associations. 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 client-focused approach involving asset allocation across multiple investment types and offers standalone planning engagements, as well as educational seminars.