David Hartzell is the sole advisor at Cornell Capital Management, an independent firm based in Clarence Center, NY. He holds a Series 65 designation and has 26 years of experience with Cornell Capital Management. The firm serves a small group of primarily high-net-worth individuals, managing discretionary portfolios focused on equities and ETFs with a buy-and-hold, fundamental-analysis approach emphasizing dividend-paying stocks and sector ETFs. Cornell Capital Management offers tailored investment options and occasional limited financial planning services, with an emphasis on personalized client mandates and international diversification considerations.

Charles Sauberan is a CERTIFIED FINANCIAL PLANNER® with over 35 years of experience in the financial industry. He is the principal of Sauberan & Company, LLC, an independent firm based in Lockport, NY. His career includes long tenures at Sauberan & Company and Conn General Life Insurance Company. Sauberan & Company provides financial planning and discretionary investment management primarily to individuals, families, and small businesses with at least $200,000 in investable assets. The firm employs a macroeconomic, top-down investment approach focused on capital preservation and a long-term buy-and-hold strategy.

Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.

Steven Elwell is a CFP® professional with 11 years of experience, currently serving at Level Financial Advisors, Inc. in East Amherst, NY. He has been with the firm since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors serves individuals, families, trusts, nonprofits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm utilizes a diversified asset-allocation approach and offers tax-efficient strategies such as direct indexing and technology-assisted account aggregation, along with educational resources and a quarterly newsletter for clients and peers.

Elise Murphy is a CFP® with five years of industry experience, currently advising at Level Financial Advisors, Inc., where she has worked since 2012. She is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models and offers direct indexing for qualifying taxable accounts, alongside financial-planning-only engagements on flat-fee or hourly bases.

Kevin Sullivan is a financial advisor with Warner Wealth in Lockport, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. He is a published author and hosts a podcast focused on wealth management for physicians. Additionally, he is involved in youth leadership at his local church. Warner Wealth serves individuals, families, and business owners, providing comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm employs a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and integrates multi-generational engagement with collaboration alongside clients’ accounting and legal professionals.

Alyssa Bogardus is a CFP® at Level Financial Advisors, Inc. with three years of industry experience. She has been with Level Financial Advisors since 2021, following prior roles in education at Edinboro University and Girard High School. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, incorporating tools like direct indexing and AI-assisted meeting documentation.

Rosanne Braxton is a CFP® professional with 12 years of industry experience. She has been with Level Financial Advisors, Inc. for 39 years, where she is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans with financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers both ongoing management and planning-only engagements, utilizing tools such as direct indexing and AI-assisted data consolidation.

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.

Michael Angelucci is a CFP® with six years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked with New Directions Youth and Family Services for over two decades. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs a diversified asset-allocation approach with ongoing management tailored to clients' cash needs and tax situations, and it provides unique offerings such as direct indexing and AI-enhanced account aggregation.

Roger Malcolm is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at multiple firms including Bankers Life Advisory Services and Mass Mutual Investors Services. Malcolm is also president and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement services through a network of independent advisers using firm-developed and third-party investment models within a structured risk framework.

Erik O'Keefe is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2021. Outside of his advisory role, he owns a consulting business and serves in fiduciary capacities such as trustee and personal representative. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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.

Kasey Wopperer is a financial advisor with OneSeven holding a Series 65 credential and four years of industry experience. Prior to joining OneSeven, Wopperer worked at Generation Capital Management and Manning & Napier. Wopperer is a volunteer treasurer and board member of the Home and School Association of St. Gregory the Great School. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Daniel Stoll is a financial advisor with Eagle Strategies (New York Life) based in Lockport, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 1998. Outside of his financial advisory roles, he is also active as a musician on a part-time basis. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types aimed at tailoring solutions to client objectives and operates mostly on a non-discretionary asset management basis within the New York Life affiliate network.

Adam Hammer is a Series 66 licensed advisor with 12 years of industry experience. He currently works at Kestra Advisory Services, LLC, joining in 2026 after prior roles at Commonwealth Financial Network and Hammer Financial Group. Outside of advising, he is an author of investment-related books including *Learn Investing Now! How You Can Create an Effective Strategy in a World of Inflation, Volatility and War!*. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Daniel Cavaretta is a financial advisor with Kestra Advisory, holding a Series 66 credential and 25 years of industry experience. Before joining Kestra Advisory in 2021, he worked at Nationwide Investment Services Corp for 15 years and had brief tenures at Cornerstone Capital Wealth Management and Geneos Wealth Management. Outside of advisory activities, he holds a board position as Serjeant-at-arms for the Good Government Club of Western New York. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and supports discretionary and non-discretionary fiduciary services with due diligence on recommended investments.

Jason Danheiser is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Key Investment Services and KeyBank since 2019, along with prior roles at M&T Bank, M&T Securities, AXA Advisors, and Citizens Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment strategy selection and provides oversight through due diligence and supervisory review, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Kimberly Buzyniski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Key Investment Services and its predecessor entity since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mallory Haseley is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at KeyBank and working at Killington Ski Resort and Becker Farms and Vizcarra Vineyards. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment model selection and provides ongoing monitoring and third-party manager oversight while operating within the KeyCorp group.