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.

Michael Sheets is a financial advisor at Trubee Wealth Advisors, Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Trubee, Collins & Co., Inc. since 1988. Outside of his advisory role, Sheets serves as president of Investment Analytics Inc., an investment consulting service, and is treasurer of Concerned Citizens for the Preservation of Eden, a social organization focused on farmland preservation. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, businesses, and institutions, offering both discretionary and non-discretionary accounts. The firm develops personalized investment programs using fundamental and technical analysis and combines in-house advice with external manager relationships.

Numayer Khan is a financial advisor at Sandhill Investment Management with three years of industry experience. He holds the Series 66 designation and has worked previously at Independent Financial Group, LLC, Maks Pharma & Diagnostics, Inc., and Rogosin Brooklyn Home Dialysis. Khan was also a full-time student for nine years prior to his advisory career. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, and sub-advisory services. The firm uses a research-driven investment process focused on fundamental analysis and serves as a sub-advisor and model provider to multiple national wrap and UMA platforms.

John Pieroni is a CFP® with 27 years of industry experience, currently affiliated with WNY Asset Management, LLC and LPL Financial. He has been with WNY Asset Management since 2001 and joined LPL Financial in 2025. 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 diversified investment approach across equities, fixed income, mutual funds, and ETFs, incorporating both long- and short-term strategies and collaborating with other professional service providers.

Gregg Jensen is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Hightower Advisors LLC, Hightower Securities LLC, and M&T Securities. Outside of his advisory role, Jensen is involved with The Advisor Network, a web-based platform for financial professionals to share industry news and training. Pathway Partners Wealth Advisors serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm emphasizes discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Kevin Mohr is a financial advisor at WNY Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cadaret, Grant & Co., Inc. and LPL Financial. Mohr serves as a board member of Radius Federal Credit Union, a nonprofit organization. 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 diversified investment approach with ongoing monitoring and offers standalone planning engagements and educational seminars.

Lucas Moshier is a CFP® professional with one year of experience and is currently an advisor at Level Financial Advisors, Inc. His work history includes roles at Level Financial Advisors and prior positions in tax accounting and wealth management. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm emphasizes diversified asset-allocation models, offers direct indexing for tax-loss harvesting in qualifying accounts, and integrates technology tools to enhance client services.

Wesley Austin is a CFP® with five years of industry experience, currently serving as an advisor at Landmark Wealth Management since 2026. He previously held roles at O’Bannon & Davis Inc., Equitable Advisors, and AXA Advisors, LLC. Landmark Wealth Management provides portfolio management, financial planning, and ERISA plan consulting to both individual and institutional clients, emphasizing diversified portfolios based on Modern Portfolio Theory. The firm supports high-net-worth individuals as well as corporations and government entities, and offers affiliated accounting services through its CPA representatives.

Kenji Kimura is a financial advisor at Northcape Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Northcape Wealth Management since 2021. Northcape Wealth Management serves individuals, trusts, businesses, and retirement plans, offering investment and wealth management, independent manager selection, financial planning, and fiduciary and non-fiduciary plan sponsor services. The firm focuses on discretionary portfolio management and customizes risk-adjusted, tax-aware asset allocation plans using a mix of active and passive strategies, managing approximately $706 million in client assets across a four-advisor team.

Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.

Ronald Lojacono is a CFP® professional with 35 years of industry experience. He has worked with WNY Asset Management, LLC since 2005 and also has experience at LPL Financial and Cadaret, Grant & Co., Inc. He is involved in tax preparation and accounting services through WNY Tax Planners. 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, implementing diversified investment strategies across equities, fixed income, mutual funds, ETFs, and independent managers.

Eugene O'Connor Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC, where he has worked since 2012, and also affiliated with LPL Financial since 2025. His prior experience includes 13 years at Cadaret, Grant & Co., Inc. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers standalone planning and educational seminars.

Nicholas Verbanic is a CFP® professional with five years of industry experience, currently serving at Trubee Wealth Advisors, Inc. in Buffalo, NY. He has been with the firm since 2021 and previously worked at Nottingham Advisors for 31 years. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, and charitable institutions. The firm combines fundamental and technical analysis with institutional research to develop personalized investment programs and manages both discretionary and non-discretionary accounts.