Silver Grove Advisory Services

Michael Becht is a financial advisor at Silver Grove Advisory Services with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at NEXT Financial Group for 20 years and Merrill for two years. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $453.6 million in client assets and employs a long-term oriented, diversified investment approach using mutual funds, ETFs, individual securities, and multiple delivery models including direct discretionary management and advisor-sponsored platforms.

Mark Procknal is a Series 63 licensed advisor with 38 years of industry experience. He has worked at Principal Mutual Life Insurance Co. for 25 years, LPL Financial for over 31 years, and has been with Silver Grove Advisory Services since 2017. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm offers a diversified investment approach that includes discretionary portfolio management and coordinates estate and tax planning as part of comprehensive financial services.

Jakub Kubrak is a financial advisor at Silver Grove Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning, Texas Capital Bank Private Wealth Advisors, Fisher Investments, and Chase Investment Services Corp. Outside of his advisory role, he owns and operates a small business buying and selling used items on online marketplaces. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and options as needed, and offers a variety of delivery models including discretionary management and referrals to independent managers.

Mark Kirchmyer is a financial advisor at Silver Grove Advisory Services with 41 years of industry experience. He has been with Silver Grove Advisory Services and affiliated with LPL Financial since 2017 and previously worked at Key Investment Services LLC from 2009 to 2017. Kirchmyer holds Series 63 and Series 66 licenses. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, complemented by individual securities as needed, and utilizes various delivery models including discretionary management and referrals to independent managers.

Katherine Buccieri is an advisor at Silver Grove Advisory Services with a Series 65 designation and seven years of experience in accounting and related client services. She has worked at Buccieri CPA, PLLC and Daniel A Buscaglia DO, PC, and currently holds positions at R Berger & Company CPAS, PC and Aurora CPA, PLLC. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term oriented, diversified investment approach using mutual funds, ETFs, stocks, bonds, and options, and offers a mix of direct management and referral-based platforms.

Ryan Ficorilli is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Silver Grove Financial Group since 2017 and previously worked at LPL Financial for eight years. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm offers diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, with supplemental individual securities, and utilizes multiple delivery models to meet client objectives.

Nathan Severson is a financial advisor at Silver Grove Advisory Services with a Series 65 credential. He has been with the firm since 2025 and has prior experience working in educational and community roles, including positions at State University of New York and Erie Community College. His background also includes involvement with local organizations such as the Hamburg Village Swim Center. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm employs a diversified, long-term oriented investment approach using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options as needed, and offers a variety of delivery models including direct discretionary management and referral services.

Julianne Incardona is a financial advisor with Silver Grove Advisory Services in Orchard Park, NY, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She has worked with Silver Grove since 2017 and previously with LPL Financial and M&T Securities. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, complemented by individual securities as needed, and offers multiple delivery models including direct discretionary management and platform referrals.

Katie Weibel is a CFP® with 19 years of industry experience, currently with Silver Grove Advisory Services. She has worked at firms including LPL Financial LLC and M&T Securities, Inc. Since 2022, she has hosted a radio show focused on financial topics with New York Marketing. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets through a mix of discretionary management, referrals, and multiple sponsored platforms.

Annette Olday is a financial advisor at Silver Grove Advisory Services with 22 years of industry experience. She holds a Series 63 designation and has worked at Silver Grove since 2017, concurrently associated with LPL Financial and Meridia Community Federal Credit Union. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm offers diversified, primarily long-term portfolios incorporating low-cost mutual funds and ETFs, as well as discretionary management through direct and platform-based models.

Jason Weber is a financial advisor at Silver Grove Advisory Services with 17 years of industry experience. He holds a Series 63 designation and has worked at Silver Grove Advisory Services since 2017 and LPL Financial since 2012. Outside of advisory services, he is the owner and operator of Sterling Tax & Accounting LLC, a tax preparation and accounting business. Silver Grove Advisory Services manages approximately $453.6 million in client assets and provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and individual securities, and offers multiple delivery models including direct management and referrals to independent managers.

Jason Myers is a ChFC® and holds a Series 66 license with 13 years of industry experience. He is currently with Silver Grove Advisory Services and has previous experience at firms including LPL Financial, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his financial advisory work, Myers occasionally plays bagpipes for special events such as weddings and funerals. Silver Grove Advisory Services manages approximately $453.6 million in client assets, serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers investment management, financial planning, and retirement plan consulting through diversified, long-term portfolios using mutual funds, ETFs, and individual securities, with a mix of delivery models including direct management and sponsored platforms.

Ryan Seufert is a financial advisor at Silver Grove Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Grove since 2017, following previous roles at LPL Financial. Outside of his advisory work, he owns Sterling Tax & Accounting Inc., a tax preparation and accounting firm. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm offers diversified, long-term oriented portfolios and employs a mix of delivery models, including direct discretionary management and referrals to independent managers.

Andrew Swartwout is a financial advisor with Silver Grove Advisory Services and holds a ChFC® designation and Series 63 license. He has 31 years of industry experience, including over two decades at M&T Securities, Inc., and has been with Silver Grove Advisory Services since 2017. Outside of advisory work, he serves on the leadership team of Obi Community Church and is a Notary Public in New York. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $453.6 million in client assets. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, complemented by individual securities as needed, and offers multiple delivery models including discretionary management and referrals to independent managers.

Kyle Leikam is a financial advisor at Silver Grove Advisory Services with 15 years of industry experience. He holds the Series 66 credential and has worked previously at Merrill Lynch Wealth Management, Bank of America, Evans Bank, and LPL Financial. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $453.6 million in client assets using diversified, low-cost mutual funds and ETFs, with additional securities employed as needed, and offers both discretionary portfolio management and written financial plans.