Tracy Sherwood

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 financial advisor at Cambridge Advisors, LLC with 4 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is employed as a tax advisor and Senior Consultant at Cambridge Consulting, Inc. and serves as trustee and manager for multiple family and client trusts and investment entities. Cambridge Advisors is a single-advisor, fee-based firm serving individuals, businesses, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and access to model portfolios and third-party managers, utilizing Investment Policy Statements and diversified asset allocations implemented through no-load or load-waived funds, ETFs, and separately managed strategies.

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.

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.

Brian Pearson is a financial advisor at Amazz Investment Management, Inc. with 4 years of industry experience. He holds the PFS™ designation and has been managing Amazz Investment Management since 2005. Outside of advisory work, he serves as managing member of several businesses including Valuation Advisors, LLC, which provides business valuation services, and MergeShark, LLC, a merger and acquisition database. Amazz Investment Management primarily serves individuals, high-net-worth clients, and trustees seeking long-term equity management through a value-oriented approach. The firm integrates accounting, tax, and valuation expertise into its advisory services and manages portfolios typically on a discretionary basis, concentrating holdings in well-capitalized, historically profitable firms.

Russell D'Alba is the principal of Russell J. D'Alba, an independent advisory firm based in Williamsville, NY. He has 17 years of industry experience and holds Series 63 and Series 65 licenses. Prior to founding his independent practice, he has been associated with Paramax Securities, LLC and serves as president of Paramax Corporation. Outside of his financial advisory activities, he is an amateur saxophonist with over 20 years of experience performing in orchestras and smaller ensembles and holds several trustee and board member roles in local organizations. The firm serves a small client base that includes business owners and parties involved in corporate transactions, focusing on investment advisory services and financial consulting with an emphasis on transactional and negotiation expertise rooted in accounting and investment banking. It offers access to investment banking through an affiliated broker-dealer but does not engage in ongoing portfolio management or typical retail brokerage services.