Angela Phillips

Nicholas Dirienzo is a CFA® charterholder with six years of industry experience. He is currently with Nottingham Advisors Inc. and previously worked at Manulife Asset Management, State Street, and Putnam Investments. Nottingham Advisors serves a diverse client base including individuals, trusts, pension plans, foundations, and corporations. The firm employs a core/satellite investment approach primarily using ETFs and mutual funds, supplemented by tactical satellite positions selected by an internal Investment Policy Committee.

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.

Scott Mccarthy is a financial advisor at Cambridge Advisors, LLC with 4 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is employed as a tax advisor and Senior Consultant at Cambridge Consulting, Inc. and serves as trustee and manager for multiple family and client trusts and investment entities. Cambridge Advisors is a single-advisor, fee-based firm serving individuals, businesses, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and access to model portfolios and third-party managers, utilizing Investment Policy Statements and diversified asset allocations implemented through no-load or load-waived funds, ETFs, and separately managed strategies.

Timothy Minneci is the sole advisor at Timothy C. Minneci, an independent firm based in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at Paramax Securities, LLC, and Paramax Corporation. Outside of financial advising, he is a partner in Island Estates Home Watch LLC, a property management service for owners with multiple residences. The firm provides financial planning and asset allocation advice to individuals, trusts, estates, corporations, and retirement plans without holding client funds or managing individual securities. Its approach involves goal analysis and written recommendations, often referring clients to outside managers for implementation.

Gordon Stockman is a financial advisor at EWM Advisory with over a decade of experience in the industry. He holds a Series 65 designation and has worked at EWM Advisory since 2014, alongside his roles at Efficient Wealth Management Inc. He is also involved with Nextgen Financial Planning Inc., a registered portfolio manager in Ontario, and Sharp Accounting Professional Corp, a CPA firm in Ontario. EWM Advisory serves individual clients, including some high-net-worth individuals, by providing customized investment management, comprehensive financial planning, and project-based consulting. The firm emphasizes passive, index- and ETF-based portfolios with a focus on asset allocation, low costs, and tax-aware strategies, offering personalized service to a small client base.

James Primiano is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Clear View Wealth Advisors LLC since 2018. Prior to that, he operated Primiano Financial and was affiliated with Next Financial Group Inc. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a broad network of investment adviser representatives.