Amanda Dorolek is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses. She has experience in tax consulting and business development from 2023 to 2026 and spent 17 years with the New York State Department of Taxation and Finance. Amanda is also involved with Wack Enterprises DBA Sundae CPA. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks, and bonds, combining various analytical strategies to align with client objectives and risk tolerance.

John Chiavetta is a ChFC® credentialed financial advisor with 39 years of industry experience, currently serving at GWN Securities Inc. since 2004. Outside of his advisory role, he serves as financial secretary for the Parish of Our Lady PNCC and participates as a committee member of the OLMC Cemetery Association in Brant, NY. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, with a notable focus on market-timing and momentum-based trading strategies in its legacy programs.

Stephanie O'dell is a financial advisor with HSBC Securities (USA) Inc. in Silver Creek, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2014. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a variety of discretionary and non-discretionary program types. The firm utilizes a model-driven investment process and combines strategic and tactical asset allocation with fund due diligence carried out by affiliated and third-party providers.

Romer Mendez is a financial advisor with LPL Financial in Silver Creek, NY, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. His prior roles include positions at M&T Bank, M&T Securities, and AXA Advisors. Outside of his advisory work, he is involved with WNY Flag Football. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and various technological tools.

John Cuddihy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation from 2013 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Monica Loretto is a financial advisor with UBS Financial Services in North Collins, NY, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1997. Outside of her advisory role, she is involved in the sales and servicing of recreational vehicles through Meyers RV Superstore. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Richard Andersen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at INVEST Financial Corporation before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.