Jacob Michael Rosen

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.

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.

Scott McCarthy is a CFP® credentialed advisor with five years of experience at Cambridge Advisors, LLC. He has held roles at Cambridge Consulting, Inc. and Cadaret, Grant & Co., Inc., among others, spanning over a decade. In addition to his advisory work, he serves as a trustee and manages investments for several family and client trusts. Cambridge Advisors, LLC provides fee-based investment advisory and financial planning services to individuals, businesses, trusts, and pension plans. The firm employs a disciplined asset allocation approach, offering discretionary and non-discretionary portfolio management, alternative investment recommendations, and retirement plan consulting, supported by access to model portfolios through Orion and Envestnet.

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.

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.

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.