Level Financial Advisors, Inc.

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.

Winfred Jacob is a CFP® and ChFC® with 37 years of industry experience. He has worked at Level Financial Advisors, Inc. since 2016 and previously held roles at Cadaret, Grant & Co., Inc., Frontier Financial Group, LLC, and operated as a self-employed insurance agent. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans by offering 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 incorporates tax-sensitive strategies and technology tools, including direct indexing and AI-supported data aggregation, to support client outcomes.

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.

Evan Loomis is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Level Financial Advisors, Inc., a team of eight advisors, and previously operated his own consulting business, Loomis Financial Consulting, for eight years. His prior experience includes roles at Merrill, First Financial Consulting, and Banc Of America Investment Services. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, 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, offers direct indexing for tax-loss harvesting, and distinguishes itself with a quarterly client letter sold to other firms and formal participant education workshops.

Rosanne Braxton is a CFP® professional with 13 years of industry experience. She is affiliated with Level Financial Advisors, Inc., where she has been working since 1987. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm uses an asset-allocation approach with diversified mutual fund and ETF models, offers direct indexing for qualifying taxable accounts, and incorporates participant education and AI tools into its service offerings.

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.