Debbie Lynn Sawma

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.

Thomas Glenn is the principal of Glenn Asset Management in Kenmore, NY, holding a Series 65 credential with four years of industry experience. He has worked at Continental Transmission since 2000, where he rebuilds automotive transmissions. Outside of financial advising, he owns and operates BUN Properties, a rental property business. Glenn Asset Management provides personal investment management services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, including family businesses. The firm employs a strategic asset allocation approach that combines passive and active investments, with portfolios generally globally diversified and monitored regularly. The firm is notable for its work with business entities and family businesses, reflecting the principal’s direct operating and real estate investing experience.

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.

Brian Pearson is a financial advisor at Amazz Investment Management, Inc. with 4 years of industry experience. He holds the PFS™ designation and has been managing Amazz Investment Management since 2005. Outside of advisory work, he serves as managing member of several businesses including Valuation Advisors, LLC, which provides business valuation services, and MergeShark, LLC, a merger and acquisition database. Amazz Investment Management primarily serves individuals, high-net-worth clients, and trustees seeking long-term equity management through a value-oriented approach. The firm integrates accounting, tax, and valuation expertise into its advisory services and manages portfolios typically on a discretionary basis, concentrating holdings in well-capitalized, historically profitable firms.

Anthony D'aloise is a financial advisor at Riverside Capital Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, he has worked with the Boys & Girls Club. Riverside Capital Wealth LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm builds portfolios using low-cost mutual funds, ETFs, individual securities, and derivatives, tailoring strategies to client objectives and risk tolerance.

Welcome! I’m Brett, and I’m glad you’re here. I’m a proud born-and-raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement. In 2019, I founded Eudaimonia Wealth, a fee-only financial planning firm in Buffalo, NY, dedicated to helping local families retire on their terms by providing independent, objective advice. At Eudaimonia Wealth, we know we can’t be all things to all people, and we don’t pretend to be. We specialize in helping people at or near retirement who need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy that describes an ultimate state achievable by living a life of meaning, purpose, and fulfillment. It was considered a state of “peak performance in the art of living,” and it represents, at its core, what I believe real financial planning is all about.