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.

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 the sole advisor at Amazz Investment Management, Inc. in Williamsville, NY, holding the PFS™ designation with 5 years of industry experience. He has been managing Amazz Investment Management since 2005 and is also involved in several non-investment related businesses including business valuation services, tax preparation and financial counseling, and operating a searchable merger and acquisition database. Amazz Investment Management serves primarily individuals, high-net-worth clients, and trustees seeking long-term equity management through a value-oriented investment approach. The firm emphasizes integration of accounting, tax, and valuation expertise alongside discretionary portfolio management focused on companies trading below perceived intrinsic value.

Anthony D'aloise is a financial advisor at Riverside Capital Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, he has worked with the Boys & Girls Club. Riverside Capital Wealth LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm builds portfolios using low-cost mutual funds, ETFs, individual securities, and derivatives, tailoring strategies to client objectives and risk tolerance.

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.

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.

Carrie Fahey is a CFP® and ChFC® with 39 years of experience in the financial services industry. She is the principal of Fahey Financial in Buffalo, NY, where she has worked since 1986. Prior to founding her firm, she held roles at Cadaret, Grant & Co., Inc. and Emergent Wealth Advisors, LLC. Fahey serves as a board member of the Buffalo Academy of the Sacred Heart, a women's high school in Buffalo. Fahey Financial provides fee-based financial planning, consulting, and retirement-plan advisory services to institutional plan sponsors and individual clients. The firm focuses on delivering written financial plans and ERISA plan services while typically referring clients to third-party managers for asset management.

I am so glad you are here! My name is Jeff Arber, the founder of Triple Play Planning. I am a lifelong Western New Yorker with a knack for helping people organize and plan out their complex financial life. Money was always important to me. While I can’t quite pinpoint why, I knew that when I grew up, I didn’t want money (or lack thereof) to be a problem. About 15 years ago, I decided to investigate a career switch to financial services. Those years of experience through the various channels of financial advisement has led me to this point. I am very excited to introduce you to the type of firm I have always wanted to create. What I hear most often from clients I work with is that they are happy they have someone to help guide them to through the gradually increasing complexity of their financial lives. Several of us set up our 401k’s one time and forget about it. Set up a 529 plan when the kids were born, but haven’t looked at it since? Should I consider a Roth contribution over a 529 plan? What are the tax consequences of these decisions? Restricted stock options, what are those? These are all the things we talk over and help you navigate. Of all the things in my life, my family is the most important. I am the proud husband of an awesome wife, Brooke, and the proud Dad of Nolan and Everett. Brooke and I came from different money philosophies. We have worked hard to find a common ground and have a system that works for us both. Nolan is headed to college soon, and Everett will be there soon enough as well. If any of these things resonate with you, let’s chat about it. I am always happy to pass on my life experiences and learnings to help you get on track.

Joseph Raimond is the principal of Raimond Wealth Management LLC, an independent firm based in Getzville, NY. He holds a CFP designation and has 4 years of experience as a financial advisor, following a 26-year career as an engineer with the U.S. Department of Housing and Urban Development. Raimond Wealth Management provides discretionary investment management and comprehensive financial planning primarily for individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach based on Modern Portfolio Theory, using diversified index funds and ETFs alongside select individual securities, with continuous portfolio monitoring and rebalancing.

Katherine Christoferson is a financial advisor at McCollum Christoferson Group, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with McCollum Christoferson Group since 2015, following prior roles at Wells Fargo Advisors and Harold C. Brown & Co., Inc. McCollum Christoferson Group provides discretionary investment management primarily to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm typically constructs customized portfolios focused on individual equities, blending fundamental and technical analysis while incorporating ETFs and mutual funds.

David Caldwell is a financial advisor at Harvest Capital Assets, LLC with six years of industry experience. He holds a Series 65 designation and has been with Harvest Capital Assets since 2015. Harvest Capital Assets, LLC provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm tailors portfolios to client goals and risk tolerance, employing a variety of investment vehicles and strategies, including individual securities, private placements, and venture capital, and manages all client assets in-house.

Sanford Seide is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation and Mollot & Hardy Inc. In addition to his advisory work, he teaches community education programs in various school districts. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Brendan Taylor is a financial advisor at Shield Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has been with Shield Wealth Advisors since 2020. Prior to that, he was associated with John W. Haberstro d/b/a Shield Wealth Management and has experience working at the University of Oklahoma and LotteryRewards. Shield Wealth Advisors primarily serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, and offers both direct management and third-party sub-advisory programs.

Andrew Kiefer is a financial advisor at Emergent Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Legend Advisory Corporation. Outside of finance, he serves as a Police Captain supervising the patrol division for the Village of Kenmore. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm develops investment programs tailored to client goals and risk tolerance, utilizing both in-house management and third-party platforms.

William Deacon is a CFP® professional with 13 years of industry experience, currently serving as an advisor at McCollum Christoferson Group, LLC since 2015. He previously worked at Wells Fargo Advisors from 2012 to 2015. McCollum Christoferson Group provides discretionary investment management primarily to individual and high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm creates customized portfolios focused on individual equities, combining fundamental and technical analysis while incorporating ETFs and mutual funds.

Jeremy Wagner is a financial advisor at Emergent Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC. Wagner also maintains a licensed insurance practice as a sole proprietor. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm develops investment programs tailored to client goals and risk tolerance, utilizing both internal management and third-party platforms.

Juliana Janson is a financial advisor at Buffalo First Wealth Management, LLC with a Series 65 credential and three years of industry experience. Prior to joining Buffalo First Wealth Management in 2021, she held positions at Trocaire College, Buffalo Niagara Partnership, and Goodwill of WNY. Buffalo First Wealth Management provides discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations, with approximately $91.7 million in discretionary assets under management. The firm serves a range of clients including high-net-worth individuals and offers employer-sponsored retirement plan and endowment consulting.

Jacqueline Tedesco is a financial advisor at Rabenold Advisors, Inc. with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, UBS Financial Services, and a design studio. Rabenold Advisors, Inc. provides investment management and financial planning services primarily to individuals and families. The firm emphasizes asset allocation based on Modern Portfolio Theory, uses diversified mutual funds, ETFs, equities, and fixed income, and integrates ongoing financial planning with investment management.