Thomas Fuest

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.

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.

Prior to founding Sherwood Financial Management, I spent my career at a local wealth management firm for 24+ years working with clients as they near retirement. As a fee-only advisor, I cultivate long-term relationships advising individuals, spouses, partners, and extended families on personal financial planning, investment management and wealth accumulation strategies, and guiding them through their retirement years. By educating, providing perspective, and maintaining investment discipline, I strive to help you maximize your resources, identify those areas that may deserve additional attention, and encourage you to pursue the things you enjoy. I live in Clarence with my husband and our children - two maturing, young men - one in college and the other in high school. We share an interest in I am currently a member of three leading organizations in the financial planning industry, XYPN, NAPFA, and the FPA. XYPN - XY Planning Network, a leading organization of fee-only advisors who go above and beyond to serve you and don't sell product. National Association of Personal Financial Advisors (NAPFA) is a committed group of fee-only, fiduciary financial advisors who continuously strive to provide financial planning services to their clients with excellence. Financial Planning Association (FPA) the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. I serve on the local FPA of WNY chapter’s board to help guide the chapter and the program committee to help deliver stimulating and relevant content to our membership.

Charles Sauberan is a CERTIFIED FINANCIAL PLANNER™ affiliated with Sauberan & Company, LLC, with over 35 years of experience in the financial industry. He has worked at Sauberan & Company since 1990 and previously spent 37 years at Conn General Life Insurance Company. Sauberan & Company provides discretionary investment management to individuals and small businesses, typically serving clients with at least $200,000 in investable assets. The firm uses a top-down macroeconomic framework combined with fundamental analysis to construct portfolios, emphasizing capital preservation and long-term investment horizons.