Note Advisors, LLC

Angela Hall is a CFP® with 17 years of industry experience. She is currently with Note Advisors, LLC and has held prior roles at GCW Capital, Sterling Investment Counsel, LPL Financial, Jensen Marks Langer and Vance, Sii Investments, and Morgan Stanley. Outside of her advisory work, she is an Independent Insurance Agent specializing in various life and health insurance products. Note Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm emphasizes a financial planning-driven approach and offers in-house tax preparation, wealth coaching, estate-planning assistance, and discretionary asset management.

Thomas Conway is a CFP® with experience at Note Advisors, LLC since 2024. He previously worked at Clearstead Advisors and Zappitelli Financial Services. His background includes five years as a full-time student prior to entering the industry. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm provides financial planning, portfolio and investment management, tax preparation, estate-planning assistance, and wealth coaching through a structured, client-driven process.

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.

Shawn Glogowski is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Note Advisors, LLC and has prior experience at GCW Capital, LLC and MassMutual. In addition to his advisory role, he works as an independent agent in fixed life and health insurance sales. Note Advisors, LLC serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm offers comprehensive financial planning, portfolio management, tax preparation by enrolled agents, and estate-planning assistance, using a “planners first, then managers” approach to coordinate tailored financial strategies.

Andrew Lemay is a financial advisor with Note Advisors, LLC in Buffalo, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Note Advisors, he worked at Ernst & Young LLP for three years and was a full-time student for seven years. Note Advisors serves individuals, families, trusts, charitable organizations, pension plans, and corporations, offering financial planning, portfolio management, and investment management. The firm takes a planning-first approach with a disciplined three-step process and provides additional services such as in-house tax preparation, wealth coaching, and estate-planning assistance.

Colten Kitcho is a financial advisor at Note Advisors, LLC with a Series 65 designation and two years of industry experience. He has worked at Note Advisors since 2021 and also holds a laborer position at Morris and Stapleton, Inc. outside of securities trading hours. Note Advisors provides financial planning, portfolio management, and consulting services primarily to high-net-worth individuals, families, trusts, and charitable organizations. The firm emphasizes a “planners first, then managers” approach, combining holistic financial audits with coordinated implementation and offers in-house tax preparation and multigenerational wealth coaching.