Erik O'Keefe is a financial advisor with Moors & Cabot, Inc. in Lockport, NY, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years and Equitable Advisors for 1 year. Outside of his advisory role, he owns a consulting business and has fiduciary responsibilities such as acting in capacities like trustee or executor. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting with flexible portfolio strategies tailored to client objectives and risk tolerances.

Marc Bernstein is a financial advisor at OneSeven with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Sandhill Investment Management. Bernstein has been with MGO ONE SEVEN LLC dba Stone Creek Advisors since 2022. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements and working with unaffiliated Independent Managers and third-party platforms.

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 an advisor at Capital Analysts and has previously worked at Lincoln Investment and Legend Advisory Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual-fund screening process and combines discretionary and non-discretionary investment management approaches.

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 since 2025. 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 a diverse client base including individuals, families, and institutions, providing team-based, customized investment management and financial planning. The firm employs a research-driven approach combining macroeconomic and security-level analysis, offering a variety of strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Ronald Reinstein is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Peak Brokerage Services, Blackridge Asset Management, and Next Financial Group. Outside of advising, he teaches community education classes and serves as a Social Security Certified Claiming Strategist. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm provides financial planning and portfolio management to individuals, high-net-worth clients, corporate plans, and trusts, emphasizing strategic asset allocation and manager selection through an in-house due diligence process across broad 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.

Jayce Wallace is a CFP® with 14 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He worked for Cadaret, Grant & Co., Inc. for 11 years and was also associated with Floss Agency, Inc. for six years. Outside of his advisory role, Wallace is a partner in an insurance firm and serves on the board of the East Aurora Country Club, where he is a committee member for the International Junior Masters Golf Tournament. 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 discretionary and non-discretionary investment management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

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 has worked at Blackridge since 2021. Her prior experience includes roles at PEAK Brokerage Services, LLC and Cambridge Investment Research, Inc. Outside of her advisory work, she is president and owner of Compensation Services, Inc., a pension administration business she has operated since 1979. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of adviser representatives and employs a multi-strategy investment process, utilizing affiliated platforms and model portfolios.

Kayla Boron is an advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at Peak Brokerage Services and Blackridge Asset Management since 2021 and has prior experience in various roles including at Instacart and Seneca Buffalo Creek Casino. Outside of advising, she is involved as an assistant with a nonprofit focused on college planning. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management using discretionary and non-discretionary strategies, access to model portfolios and third-party managers, and estate-planning referrals. Blackridge operates a network-based model with affiliated platforms and firms, managing roughly $217 million in discretionary assets across 66 advisors.

Dustin Emerling is a CFP® with 12 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with Ems Financial Services, LLC since 2013. Outside of his advisory role, he is a partner at Floss, Murphy & Associates LLC, where he sells life, accident, health, and property and casualty 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 investment programs, including model portfolios and third-party manager supervision, with a notable emphasis on non-discretionary asset management.

Thomas Pontrello is a CFP® professional with 39 years of industry experience, currently serving at Capital Analysts. His career includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation between 1988 and 2017. He is also a partner at Legend Wealth Management, LLC. Capital Analysts provides portfolio management and retirement-plan advisory services to a variety of clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm utilizes both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team and maintains institutional relationships to enhance its service offerings.

Russell Gaiser is a CFP® professional affiliated with Independent Solutions Wealth Management, LLC, with five years of industry experience. His background includes roles at Peak Brokerage Services, Blackridge Asset Management, and prior work in healthcare and the US Air Force. Outside of his advisory work, he writes personal finance columns for The Street, teaches a Social Security Optimization course for the Adult Financial Education Council, and is a member of Beyond Break Even, LLC, focused on book authorship. 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 emphasizes strategic asset allocation and manager selection through model portfolios, tactical strategies, and third-party manager due diligence.

James Cecchini II is a CFP® professional with 35 years of industry experience, currently affiliated with Capital Analysts. His career includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advising, he operates UNIQUE CAR GUY, LLC, a business specializing in buying and selling automobiles. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutional clients, offering portfolio management and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment approaches supported by an in-house investment management team and proprietary mutual-fund screening processes.

Joseph Schrutt is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at PEAK Brokerage Services, LLC and One Life America. Schrutt operates a DBA named Xecutive Wealth Strategies alongside his advisory role. Blackridge Asset Management provides 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 network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms.