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 financial advisor at Sauberan & Company, LLC in Lockport, NY, holding the CFP® designation with over 35 years of industry experience. He has worked with Moldenhaur & Associates and Commonwealth Financial Network, and previously with Conn General Life Insurance Company. Sauberan & Company provides financial planning and discretionary investment management to individuals, families, small businesses, trusts, estates, and charitable organizations, typically serving clients with at least $200,000 in investable assets. The firm uses a macroeconomic, top-down investment approach combining fundamental, qualitative, and quantitative analysis, managing accounts on a discretionary basis with an emphasis on capital preservation and long-term horizons.

David Caldwell is a financial advisor at Harvest Capital Assets, LLC with six years of industry experience. He holds a Series 65 designation and has been with Harvest Capital Assets since 2015. Harvest Capital Assets, LLC provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm tailors portfolios to client goals and risk tolerance, employing a variety of investment vehicles and strategies, including individual securities, private placements, and venture capital, and manages all client assets in-house.

Sanford Seide is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation and Mollot & Hardy Inc. In addition to his advisory work, he teaches community education programs in various school districts. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Daniel Webster is a financial advisor at Orchestral Financial Group Inc. in Amherst, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Orchestral Financial Group since 2019. Webster also co-founded Environmentally Helpful Products LLC, an unrelated business venture established in 2007. Orchestral Financial Group provides financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a top-down macroeconomic and firm-level fundamental analysis approach combined with technical analysis to construct diversified portfolios across multiple asset classes.

Alexander Skabry is a financial advisor at Harvest Capital Assets, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Harvest Capital Assets since 2010. The firm provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients, tailoring portfolios to client goals and employing a variety of investment strategies and vehicles. Harvest Capital Assets manages all client assets internally and offers access to private placements, venture capital, and higher-risk trading strategies without an account minimum.

Robert Florian is a CFP®-credentialed financial advisor with Florian Financial Group LLC in Williamsville, NY, bringing 30 years with the firm and four years of industry experience. He is involved in a wellness app partnership called Well Fit Plus, which focuses on app functionality and marketing. Florian Financial Group LLC manages approximately $215 million for about 245 clients, including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, written financial planning, and ERISA advisory services using tactical asset allocation and risk-managed strategies informed by third-party research.

Alan Mollot is a CFP® and ChFC® with 49 years of industry experience. He is a principal at Mollot & Hardy, Inc., where he has worked since 2008, and previously held roles at FSC Securities Corporation and Osaic Wealth, Inc. Outside of his advisory work, Mollot serves as president of the Forum Club, a social organization based in Buffalo, NY. Mollot & Hardy, Inc. provides investment management, financial planning, and retirement-plan services to individual and high-net-worth clients as well as retirement plan sponsors. The firm manages approximately $73.2 million in assets and offers portfolio management, fiduciary consulting, and written financial plans, utilizing mutual funds, ETFs, and third-party sub-advisers through platforms like Osaic Wealth.

James Hedges II is a financial advisor at Harvest Capital Assets, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Harvest Capital Assets, LLC provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm manages all client assets in-house, employs a variety of investment strategies including private placements and venture capital, and operates without an account minimum.

Jeffrey May is a financial advisor at Florian Financial Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for 12 years. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm uses tactical asset allocation and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis according to each client’s Investment Policy Statement.

Michael Birenbach is a CFP® professional with five years of industry experience at Orchestral Financial Group Inc., where he has worked since 2007. He is also licensed to sell life and long-term care insurance and provides tax preparation services seasonally. Orchestral Financial Group offers financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a multi-asset class investment approach combining macroeconomic analysis, fundamental company research, and technical timing strategies.

Steven Elwell is a CFP® professional with 11 years of industry experience. He has been with Level Financial Advisors, Inc. since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors is a fee-only firm serving individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified, asset-allocation approach with mutual funds and ETFs, providing discretionary portfolio management and comprehensive financial planning.

Elise Murphy is a CFP® professional with four years of industry experience, currently serving at Level Financial Advisors, Inc. She has been with the firm since 2012. Level Financial Advisors is a fee-only firm that provides financial planning and investment management to individuals, families, trusts, non-profits, and small-business retirement plans. The firm employs an asset-allocation strategy using diversified mutual funds and ETFs, with a focus on tax-efficient portfolio management and client education.

Brian Laible is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 12 years of industry experience. He has been with Landmark Wealth Management since 2011. In addition to his advisory role, Mr. Laible is a Certified Public Accountant and may provide income tax preparation and accounting services under separate agreements. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios and integrates accounting and tax services through its CPA representatives.

Kevin Sullivan is a financial advisor with Warner Wealth, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. Sullivan is also a published author, known for his book "Managing Income in Retirement," and hosts a podcast focused on physician wealth. Warner Wealth serves individuals and families, including high net worth clients, as well as entrepreneurs and business owners, providing financial planning, estate and tax planning, and discretionary wealth management. The firm uses a core-and-satellite investment approach with custom allocations and employs third-party program solutions alongside business-focused planning and multi-generational financial literacy efforts.

Alyssa Bogardus is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Level Financial Advisors, Inc. She has been with Level Financial Advisors since 2021. Prior to her advisory role, she worked in educational positions at Edinboro University and Girard High School. Level Financial Advisors is a fee-only firm that serves individuals, families, trusts, non-profit organizations, and small-business retirement plans. The firm uses a diversified, asset-allocation approach with mutual funds and ETFs, providing discretionary portfolio management and comprehensive financial planning.

Mark Collard is a financial advisor at Landmark Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2005. Outside of his advisory role, he serves as a board member for Try-It Distributing, providing advisory support on business matters. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified, asset-allocated portfolios and integrates accounting and tax services through affiliated CPAs.

Rosanne Braxton is a CFP® professional with 12 years of industry experience. She has been with Level Financial Advisors, Inc. since 1987, contributing to the firm's operations over an extended period. Level Financial Advisors is a fee-only firm that serves individuals, families, trusts, non-profit organizations, and small-business retirement plans. The firm employs a diversified asset-allocation approach using mutual funds and ETFs, offering discretionary portfolio management and comprehensive financial planning services.

Daniel Bertleff is a CFP® professional at Landmark Wealth Management with seven years of industry experience. He has been with Landmark Wealth Management since 2019 and previously worked for Lockport Locks & Erie Canal Cruises from 2012 to 2019. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm emphasizes diversified, asset-allocated portfolios based on Modern Portfolio Theory and integrates accounting and tax services through affiliated Certified Public Accountants.

Lindsay Glassman is a CFP® professional with five years of industry experience, currently serving at Landmark Wealth Management since 2017. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management provides investment advisory and financial planning services to individuals, corporations, charitable institutions, and employer-sponsored retirement plans, including state and municipal government clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified, asset-allocated portfolios primarily using mutual funds and ETFs, and offers integrated tax and accounting services through affiliated Certified Public Accountants.