William "Bill" Markel is a graduate of the University of Denver and has been in the financial services industry since 1981. Prior to joining Snowden Lane, Bill was a Senior Vice President at Merrill Lynch Wealth Management . His achievements include the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Bill helps clients determine long-term financial goals and implement customized investment strategies, utilizing when appropriate the services of top money managers throughout the United States. Bill lives in East Aurora, NY with his wife. Bill Markel has been recognized on the Forbes "Best-in-State Wealth Advisors" list for 2018, 2019, and 2020.

Michael Schmatz is a graduate of Ithaca College and has been in the financial services industry since 1994. Prior to joining Snowden Lane as Partner, Managing Director, he was a Vice President at Merrill Lynch Wealth Management. Michael has worked with individuals and corporate clients to review, develop & implement investment strategies to help meet their long term financial goals. He concentrates on current client management and new business development primarily with senior executives, family wealth planning and the 401(k) plan market. Through the College for Financial Planning, Michael has earned the designation of Chartered Retirement Planning CounselorSM (CRPC®) Through NAPA, he has also earned the designation of Certified Plan Fiduciary Advisor (CPFA). Michael is very active with volunteering in the WNY community and past Board member of Sister's Hospital Foundation and lives in Amherst, NY with his wife and three children and English Black Lab

Michael J. Kreuzer is a graduate of Middlebury College. Prior to Snowden Lane, he was a Vice President at Merrill Lynch Wealth Management and has worked in the financial services and technology industries since 1996. Michael's focus is on helping individuals and families define their financial goals and grow and preserve their wealth. Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Michael served as President and continues to sit on the Board of the City Honors/Fosdick-Masten Park Foundation. He is a past participant and continued supporter of Big Brothers Big Sisters. In his spare time, he enjoys playing hockey, competing in triathlons, and skiing with his three sons.