Evan Soter Wardner

Nicholas Dirienzo is a CFA® charterholder and a financial advisor with five years of industry experience. He is currently the sole advisor at Finish Line Wealth Management, LLC and previously worked at Nottingham Advisors, Manulife Asset Management, State Street, and Putnam Investments. Finish Line Wealth Management is an independent advisory firm serving primarily individuals, high-net-worth clients, and pension plans. The firm offers portfolio management and financial planning services using a core/satellite investment approach with ETFs and risk-based strategies, combining fundamental analysis, modern portfolio theory, and quantitative techniques.

Cutler Greene is the sole advisor at Spaulding Greene Wealth Management, LLC in Buffalo, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Spaulding Greene Wealth Management since 2007. Outside of advisory services, he is a member of two LLCs that own small rental properties, which are unrelated to his investment work. Spaulding Greene Wealth Management provides discretionary investment management to a small client base of individual investors, trusts, and estates, focusing on conservative, tax-aware portfolio management using individual equities, mutual funds, and ETFs. The firm operates as a single-advisor practice with tailored portfolios and a preference for low turnover.

Matthew Makowski is a financial advisor at Ibis Capital Management, LLC with 11 years at the firm and 14 years of industry experience. He holds a Series 65 designation and is also an attorney, managing his own law firm, Matthew J. Makowski, PLLC, where he practices law part-time. Ibis Capital Management primarily serves individual and trust clients, as well as some pension and profit-sharing plan accounts, offering discretionary portfolio management and financial planning. The firm uses fundamental research with some quantitative inputs to tailor investment strategies based on client risk tolerance, diversification, income needs, and age.

I'm a retirement focused advisor with over 10 years of experience. I specialize in tax-efficient retirement planning and investment management for those that are retired or within a few years of retiring, all for a flat annual fee. I launched Free Time Financial in March 2025 after spending 10 years working for a Registered Investment Advisor firm who provided tax-efficient retirement planning, but charged for the service based on how large your investment accounts were. That model never made sense to me, and I finally left to build a firm on my own terms, where I could take wonderful care of a smaller number of families and charge them based on the complexity of the service and not on how wealthy they are.

Connor Rosenecker is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Covenant Wealth. His prior roles include positions at Hightower Advisors, Linwood Investment Advisors, M&T Bank, and Citigroup. Outside of his advisory work, he contributes as a cantor for the Diocese of Buffalo. Covenant Wealth serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides both discretionary and non-discretionary portfolio management alongside financial planning and investment consulting, typically constructing diversified portfolios internally with a range of investment instruments.

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.