Silver Grove Advisory Services

Michael Becht is a financial advisor at Silver Grove Advisory Services with 28 years of industry experience. He previously worked for NEXT Financial Group for 20 years and has held Series 63, 65, and 66 licenses. Becht operates his advisory business through Silver Grove Advisory Services, an independent registered investment advisor firm. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,930 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a primarily long-term, client-specific approach using diversified mutual funds, ETFs, and other securities, alongside financial planning and retirement consulting services.

Mark Procknal is a financial advisor at Silver Grove Advisory Services with 38 years of industry experience. He has worked at LPL Financial LLC since 1995 and previously at Principal Mutual Life Insurance Co. from 1991 to 2016. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing approximately $326.6 million for nearly 2,000 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a long-term, client-specific investment approach utilizing mutual funds, ETFs, individual securities, and multiple third-party platforms.

Jakub Kubrak is a financial advisor at Silver Grove Advisory Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Compound Planning, Texas Capital Bank, and Fisher Investments. Outside of his advisory role, he owns a small business buying and selling used items online. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,929 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management and financial planning with a long-term, client-specific investment approach that emphasizes diversified, low-cost mutual funds and ETFs alongside tactical reallocations and short-term trades.

Mark Kirchmyer is a financial advisor with Silver Grove Advisory Services, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Silver Grove Advisory Services since 2017 and previously worked at Key Investment Services LLC from 2009 to 2017. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,929 clients, serving individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs a primarily long-term, client-specific investment approach using diversified mutual funds and ETFs, along with discretionary portfolio management and financial planning services.

Ryan Ficorilli is a financial advisor with Silver Grove Advisory Services, holding a Series 66 designation and 21 years of industry experience. He previously worked at LPL Financial for eight years before joining Silver Grove Financial Group in 2017. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing approximately $326.6 million for nearly 1,929 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm emphasizes a long-term, client-specific investment approach using diversified, low-cost mutual funds and ETFs, supported by tactical reallocations and access to multiple sponsored platforms and independent managers.

Nathan Severson is a financial advisor at Silver Grove Advisory Services with a Series 65 designation and one year of experience in advisory services. Prior to joining Silver Grove, he worked in educational roles at the State University of New York and Erie Community College. Outside of finance, Severson has been involved with community activities such as coaching and managing local sports and recreational programs. Silver Grove Advisory Services provides investment management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, and businesses. The firm employs a customized, primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, along with other securities, and offers coordinated estate planning and tax preparation through an affiliated accounting practice.

Julianne Incardona is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked for LPL Financial, LLC for 11 years before joining Silver Grove in 2017. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing approximately $326.6 million for nearly 1,930 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a focus on diversified, low-cost mutual funds and ETFs, complemented by financial planning, estate-document facilitation, and retirement-plan consulting.

Katie Weibel is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Silver Grove Advisory Services since 2017. She has also been affiliated with LPL Financial LLC since 2015. Outside of her advisory work, she hosts a radio show related to financial marketing through NYGMS, New York Marketing. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing approximately $326.6 million for nearly 2,000 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs a primarily long-term, client-specific investment approach focused on diversified, low-cost mutual funds and ETFs, while also utilizing tactical reallocations and third-party model portfolios.

Annette Olday is a financial advisor with Silver Grove Advisory Services, holding a Series 63 designation and possessing 22 years of industry experience. She has been with Silver Grove since 2017 and also maintains roles at LPL Financial LLC and Meridia Community Federal Credit Union. Outside of her advisory work, she is involved with Meridia Community Federal Credit Union in a financial institution capacity. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing approximately $326.6 million for nearly 1,929 clients. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering discretionary portfolio management with a focus on diversified, low-cost mutual funds and ETFs tailored to client goals and risk tolerance.

Jason Weber is a financial advisor with Silver Grove Advisory Services and holds a Series 63 designation. He has 17 years of industry experience, including roles at Silver Grove Advisory Services since 2017 and LPL Financial LLC since 2012. Outside of his advisory work, he is the owner and operator of Sterling Tax & Accounting LLC, a tax preparation and accounting business. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing approximately $326.6 million for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs a primarily long-term, client-specific investment approach focused on diversified, low-cost mutual fund and ETF allocations, utilizing multiple sponsored programs and platforms to provide ongoing portfolio management and financial planning services.

Jason Myers is a financial advisor at Silver Grove Advisory Services with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Silver Grove, he worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he occasionally performs as a bagpiper for special events such as weddings and funerals. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing approximately $326.6 million for nearly 2,000 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management focused on diversified, low-cost mutual fund and ETF allocations tailored to client goals, along with financial planning and retirement-plan consulting services.

Ryan Seufert is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at LPL Financial, LLC from 2012 to present and joined Silver Grove Advisory Services in 2017. Outside of advisory services, Seufert is involved with Sterling Tax & Accounting Inc., where he dedicates part of his time to tax preparation and accounting. Silver Grove Advisory Services is an SEC-registered, multi-advisor firm managing over $326 million for nearly 2,000 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a focus on diversified, low-cost mutual funds and ETFs tailored to client goals, utilizing multiple third-party model portfolios and platforms alongside financial planning and retirement consulting services.

Andrew Swartwout is a financial advisor at Silver Grove Advisory Services with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Silver Grove in 2017, he worked at M&T Securities, Inc. for over 21 years and at Principal Mutual Life Insurance Co. for more than two decades. Outside of his advisory role, he serves on the leadership team of Obi Community Church and is a Notary Public in New York. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,930 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plan sponsors. The firm emphasizes a long-term, client-specific investment approach using diversified, low-cost mutual funds and ETFs, complemented by tactical reallocations and short-term trades when appropriate.

Kyle Leikam is a financial advisor at Silver Grove Advisory Services with 15 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Merrill Lynch Wealth Management, Bank of America, and LPL Financial. Leikam provides investment advisory services through Silver Grove Financial Group, an independent investment advisor firm. Silver Grove Advisory Services is a multi-advisor SEC-registered firm managing approximately $326.6 million for nearly 1,930 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a primarily long-term, client-specific approach using diversified, low-cost mutual funds and ETFs, supplemented by tactical reallocations and short-term trades as needed.

Richard Cerminara Sr. is a financial advisor with Silver Grove Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at GWN Securities Inc. and operating his own advisory entities since 2005. Outside of advisory work, he is an independent sales representative for United Healthcare and licensed in insurance sales. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,929 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a long-term, client-specific approach utilizing diversified mutual funds, ETFs, and individual securities, supported by a range of third-party model portfolios and sponsored platforms.