Kevin Jerome Kopec

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 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 designations and has 18 years of industry experience. He has worked at Paramax Securities, LLC since 2007 and serves as a director of Paramax Corporation. Outside of financial advising, he is a partner in a home watch business that monitors multiple residences. The firm provides financial planning and general asset-allocation advice to individuals, trusts, estates, corporations, and retirement plans without recommending specific securities or managing client assets directly. Its approach focuses on written allocation recommendations and periodic reviews, with trade implementation carried out by clients or third-party managers.

Thomas Glenn is a financial advisor at Glenn Asset Management with five years of industry experience. He holds a Series 65 credential and has a concurrent career as a transmission rebuilder at Continental Transmission, where he has worked since 2000. Outside of advising, he is involved in rental property operations through his ownership of BUN Properties. Glenn Asset Management provides personalized investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs a strategic asset-allocation approach combining passive and active investment strategies, constructs individualized portfolios based on risk assessments, and serves a client mix that includes business entities as well as individual clients.

Stefan Astheimer is a financial advisor at PMC Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Commonwealth Financial Network, Gottfried & Somberg Wealth Management, and Howe & Rusling Inc. PMC Wealth serves individuals, families, trusts, estates, charitable organizations, and corporate clients by providing membership-based financial planning, hourly consulting, cash management, and advisory services. The firm offers both non-custodial investment advice and optional portfolio management with a focus on ongoing financial planning and tactical cash management.

Russell D'Alba is the principal of Russell J. D'Alba, an independent advisory firm based in Williamsville, NY. He holds Series 63 and Series 65 credentials and has 18 years of industry experience, with prior roles at Paramax Securities and as president of Paramax Corporation. Outside of his advisory work, he performs as a saxophonist in orchestras and smaller groups, and serves on several nonprofit and trust boards. The firm serves a small client base including business owners and parties involved in corporate transactions, offering investment advisory and financial consulting services with an emphasis on transactional and negotiation expertise based on accounting and investment banking experience. It does not provide ongoing portfolio management or typical retail brokerage services but is affiliated with a registered broker-dealer focused on investment banking.