Thomas Allen Lytle

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.

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 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.

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.

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.