Jonathan Amoia is a financial advisor at TritonPoint Partners, LLC with four years of industry experience. He previously worked at Sandhill Investment Management for 12 years. Outside of his advisory role, Amoia serves as a principal at Alkemy Machine, where he is involved in strategic decision making and financial oversight. TritonPoint Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, focusing on long-term asset allocation and modern portfolio theory. The firm combines public equities, fixed income, and private market alternatives, utilizing both in-house and third-party managers along with specialized tools for comprehensive portfolio management.

Stephen Czechowski is a financial advisor at WNY Asset Management, LLC with four years of industry experience. He also works at Kotas & Kotas, CPA P.C., where he has been employed since 1982. Outside of his advisory role, he serves as a business official with the Alden Substance Abuse Coalition. 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 collaborates with other professional service providers including CPAs and attorneys.

Carl Bader is a financial advisor with Sanderson Wealth Management, LLC in Buffalo, NY, holding five years of industry experience. He has been associated with Sanderson Wealth Management since 2001. Sanderson Wealth Management provides comprehensive financial planning and investment consulting to a diverse client base including 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, utilizing mutual funds and ETFs to offer liquidity and transparency.

Ryan Smith is a CFP® professional with four years of industry experience. He is currently with Waterford Advisors, LLC and previously worked at Dopkins Wealth Management and Canisius College. Waterford Advisors serves individuals, pension and profit-sharing plans, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm manages over $337 million in discretionary assets and employs a strategic asset allocation approach, utilizing mutual funds, ETFs, and model portfolios tailored to client needs.

Jason Weber is a financial advisor at Silver Grove Advisory Services with 17 years of industry experience. He holds a Series 63 designation and has worked at Silver Grove Advisory Services since 2017 and LPL Financial since 2012. Outside of advisory services, he is the owner and operator of Sterling Tax & Accounting LLC, a tax preparation and accounting business. Silver Grove Advisory Services manages approximately $453.6 million in client assets and provides 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 mutual funds, ETFs, and individual securities, and offers multiple delivery models including direct management and referrals to independent managers.

Colden Repka is a financial advisor at WNY Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Arbor Realty Trust, Citi Global Markets Inc, Geico Insurance, and Attica Hotel. WNY Asset Management provides discretionary investment advisory services and financial planning to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of investment strategies combining fundamental and technical analysis, diversified allocations, and both long- and short-term trading approaches.

Thomas Waring is a financial advisor with Note Advisors, LLC in Buffalo, NY. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has five years of industry experience. Waring has been with Note Advisors since 2014, working as part of a six-advisor team. Note Advisors provides financial planning, portfolio and investment management, and consulting services to individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm offers a planners-first workflow that integrates holistic financial modeling and coordinated implementation, alongside in-house tax preparation and multigenerational wealth coaching programs.

Jeffrey Haxton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cadaret, Grant & Co., Inc. for 15 years and operates Sgroi Wealth Advisory Group, LLC, an independent registered investment advisor. Haxton also serves as treasurer for the Susan Haxton Memorial Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutions. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Daniel Bertleff is a CFP® professional at Landmark Wealth Management with seven years of industry experience. He has been with Landmark Wealth Management since 2019 and previously worked for Lockport Locks & Erie Canal Cruises from 2012 to 2019. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm emphasizes diversified, asset-allocated portfolios based on Modern Portfolio Theory and integrates accounting and tax services through affiliated Certified Public Accountants.

Jason Myers is a ChFC® and holds a Series 66 license with 13 years of industry experience. He is currently with Silver Grove Advisory Services and has previous experience at firms including LPL Financial, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his financial advisory work, Myers occasionally plays bagpipes for special events such as weddings and funerals. Silver Grove Advisory Services manages approximately $453.6 million in client assets, serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers investment management, financial planning, and retirement plan consulting through diversified, long-term portfolios using mutual funds, ETFs, and individual securities, with a mix of delivery models including direct management and sponsored platforms.

Matthew Mc Anulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Sgroi Wealth Advisory Group LLC. His prior experience includes roles at Cadaret Grant & Co., Inc. and Sgroi Financial. He is involved in conducting seminars and workshops through SGROI LAWLEY LLC. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, with investment selections reviewed by an internal committee and portfolios implemented through custodians such as Charles Schwab and LPL Financial.

Robert Kloss is a CFP® professional with 34 years of experience in the financial services industry. He is currently with WNY Asset Management, LLC and LPL Financial LLC, having previously worked at Cadaret, Grant & Co., Inc. and Clearplan Financial, Inc. He also operates an insurance agency, Robert Kloss Insurance, which he has managed since 1992. WNY Asset Management serves individual investors, high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management along with financial planning and consulting. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and allocations to independent managers, supported by ongoing monitoring and client education.

Guillermo Aguilar Hernandez is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been with Precision Financial Services and its affiliated entity PFS Partners, LLC since 2016. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and may recommend private investment funds after due diligence.

Patrick O'Connell is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management 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, primarily implementing client portfolios through a platform relationship with Commonwealth.

Robert Canterbury is a financial advisor at Dopkins Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at BST Wealth Management, LLC, Mercer Allied Company, L.P., and The Ayco Company LP. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, and offers formal ERISA fiduciary analysis and governance services for plan sponsors.

Ryan Seufert is a financial advisor at Silver Grove Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Grove since 2017, following previous roles at LPL Financial. Outside of his advisory work, he owns Sterling Tax & Accounting Inc., a tax preparation and accounting firm. 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, long-term oriented portfolios and employs a mix of delivery models, including direct discretionary management and referrals to independent managers.

Mark Wojcinski is a financial advisor at Pathway Partners Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios and GWN Securities. Outside of his advisory role, he is involved in business development for a web platform supporting financial professionals, leads sales and outreach for a marketing and web design agency, and contributes as a concept creator for a children's book publishing company. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs model-driven investment strategies based on modern portfolio theory and fundamental analysis, managing approximately $58 million across about 247 client relationships.

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 experience includes nearly three decades at Carter Financial Management, LLC and ongoing work with Cadaret Grant. 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 comprehensive investment approach that includes asset allocation across equities, fixed income, mutual funds, and ETFs, along with relationships with other professional service providers.

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.