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.

Yvonne Smith is a financial advisor with Geneos Wealth Management, Inc., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has worked at Geneos Wealth Management and Kestra Advisory Services, among other firms. Outside of her advisory role, she operates a non-investment business called Autumn Wealth Management and serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a range of investment strategies and offers customized account management, model-based allocations, and advisor-managed platforms.

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.

Mark Flaherty is a financial advisor at StoneX Advisors Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2021, previously working at StoneX Securities since 2014. Outside of his advisory role, he operates as an independent contractor offering insurance services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions to meet client needs.

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.

Joseph Bartelo is a CFP® professional at Facet with one year of industry experience. He previously worked at Sanderson Wealth Management, LLC for three years and Chiampou Travis Besaw Kershner for four years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and its proprietary web platform. The firm uses model-based asset allocations with technology-driven processes and offers a flat subscription planning model that includes investment management.

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.

Donald Buckley is a CFP® with 18 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, OSAIC, and NEXT Financial Group. Outside of financial advising, he is an associate attorney at Stamm Law Firm. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary manager relationships.

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.

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.

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.

Michael Kaminska is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He previously worked at Cadaret Grant & Co., Inc. from 2023 to 2025. Outside of his advisory role, Kaminska works as a physical therapist with Kaleida Health. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Anthony Szefler is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has previously worked at Blackridge Asset Management and is involved with The Financial Guys and Peak Brokerage Services. Szefler operates from Williamsville, NY. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on strategic asset allocation and manager selection across a broad range of risk profiles and offers portfolio management, tactical strategies, and private placement services.

Stephen Grisko is a wealth advisor at Independent Solutions Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Blackridge Asset Management, PEAK Brokerage Services, LPL Financial, and Five Star Bank. He is also licensed as an insurance broker/agent for life, accident, and health insurance. 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 manages approximately $1.54 billion in client assets and employs an investment process focused on strategic asset allocation and manager selection, offering a range of portfolio management services including mutual funds, ETFs, stock portfolios, and tactical strategies.

John Klingensmith is a financial advisor at Hilltop Securities Inc. with 14 years of industry experience. His prior roles include positions at UBS Financial Services and RBC Capital Markets. Outside of finance, he serves as a Reserve Deputy Sheriff with the Erie County Sheriff's Office during the NFL season. Hilltop Securities serves individual and institutional clients through a range of investment advisory and broker-dealer services. The firm offers open-architecture platforms, managed account programs, and municipal bond strategies, combining custody, banking, and market-making capabilities.