Luke Buehler is an investment advisor representative with NWF Advisory Services, Inc. He holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, among others. Outside of advisory work, he volunteers with the SUNY Fredonia Technology Incubator Mentor Program and serves on the finance committee of the Luca S Calanni Foundation, a nonprofit supporting underprivileged children in Western New York. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm offers a Wealth Management Platform that includes advisor-managed portfolios, model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with both discretionary and non-discretionary account options.

Jacob Buehler is a financial advisor at NWF Advisory Services Inc with four years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC, First Allied Securities, Inc., and LocalEdge, a Hearst Media Services Company. Outside of his primary role, he is involved with Specific Solutions LLC, an insurance agency. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs a strategic long-term investment approach through an open-architecture platform that includes advisor-managed and third-party model portfolios.

Joseph Gugino is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior work includes roles at MetLife Securities Inc. and New England Securities. He is also the owner of Gugino Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

David Dunning III is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at LPL Financial and Private Advisor Group, LLC. He is the owner of Chadwick Bay Financial Services, through which he dedicates most of his business hours. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to support affiliated advisors in delivering tailored investment advice.