Taunya Abaya is a CFP® and Series 65-licensed advisor with five years of industry experience. She previously worked at Buffalo First Wealth Management before founding Abaya Wealth Management LLC, an independent firm based in Buffalo, NY. Abaya Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and foundations. The firm employs a blended investment methodology incorporating fundamental, technical, and quantitative analysis, and offers pension consulting services that include both asset management and hourly options.

Mark Kostrzewski is the sole advisor at Kostrzewski, Mark Benedict, holding the ChFC® and Series 63 designations with 30 years of industry experience. He has operated his own advisory practice since 1980. Outside of financial advising, he serves as a managing partner and general partner in oil and natural gas production ventures based in Buffalo, NY. The firm provides advisory referral services primarily to individual clients, including high-net-worth individuals, by referring them to an unaffiliated SEC-registered investment adviser for portfolio management. Kostrzewski evaluates client circumstances to determine the suitability of the referral but does not directly manage client assets or make independent investment recommendations.

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.

Evan Coppola is a financial advisor at Hudson Capital Advisory, Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Hudson Capital Advisory since 2021, as well as Miller, Gesko & Company, Inc. since 2025. Hudson Capital Advisory provides investment management, financial planning, and consulting services to both high-net-worth and non-high-net-worth individuals, as well as other registered investment advisers. The firm offers customized portfolio solutions using fundamental, technical, and cyclical analysis alongside proprietary strategies, and supports active sub-advisory and co-advisory relationships.

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.

Willard Saperston is a financial advisor at Saperston Legacy Advisors, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several related firms, including his own family-named entities dating back to 1981. Saperston Legacy Advisors provides investment supervisory services and individual portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes technical and momentum-based analysis alongside fundamental review, offering discretionary and non-discretionary management through proprietary asset-allocation programs and consulting services.

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.

Bruce Carrow is a CFP® and ChFC® with 39 years of industry experience, currently serving at Capital Insights Group of WNY, LLC since 2021. He previously worked at M&T Securities and M&T Bank from 2002 to 2020. Outside of his advisory role, Carrow works as an independent contractor providing business exit advisory services for Value Cap Inc. Capital Insights Group of WNY, LLC is a fee-only, SEC-registered firm offering fiduciary financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, qualitative, and quantitative analysis and uses both passive and active strategies across diversified portfolios, emphasizing flexible planning engagements and educational client services.

Jennifer Roberts is a financial advisor at Winthrop Partners – WNY, LLC with 7 years at the firm and a total of 14 years in the industry. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles at Elleverage and Winthrop Financial. Winthrop Partners – WNY, LLC provides investment advisory, financial planning, and subscription-style planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm offers discretionary and non-discretionary portfolio management with a top-down/bottom-up investment approach, incorporating tax-aware fixed-income ladders and a legacy-portfolio program.

Stephen Harts is a financial advisor at Collins Advisors, LLC in Buffalo, NY, holding Series 65 and Series 63 designations. He has over 15 years of industry experience, including prior work at Winthrop Financial. Collins Advisors provides investment advisory and retirement plan consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment approach and manages approximately $176 million for about 525 clients.

Aidan Cloherty is a Series 65-licensed financial advisor at Farrell Financial with one year of experience. His work history includes roles in education and hospitality sectors, such as positions at the University of Vermont and Buffalo Boat Tours. Farrell Financial provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation strategy grounded in fundamental analysis and manages portfolios on a discretionary basis for both high-net-worth and non-high-net-worth clients.

I founded Capital Insights Group of WNY, an independent Registered Investment Advisory (RIA) firm offering fee-only financial planning and investment management, located in downtown Buffalo, NY. I act as a fiduciary for all of my clients and provide financial guidance that is unique to their needs and situation. Please contact me at [email protected] or (716) 517-0140 to arrange for a complimentary one-hour meeting to discuss your goals and circumstances.

Patrick Sheelar is a CFP® with three years of industry experience, currently serving at Countryside Financial LLC. He has prior experience at Blackridge Asset Management, LLC and has been affiliated with Countryside Financial NY and Peak Brokerage Services, LLC. Outside of his advisory role, he works as a soccer referee. Countryside Financial LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm utilizes model portfolios and third-party sub-advisors on the AssetMark platform and also offers annuity and direct-at-fund mutual fund account management.

Thomas Saunders Jr. is a financial advisor at Winthrop Partners – WNY, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Locust Capital Management and LPL Financial. Winthrop Partners – WNY, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a disciplined investment process that combines individual equities, fixed income, ETFs, and mutual funds with a top-down/bottom-up selection approach, offering both discretionary and non-discretionary portfolio management along with ongoing financial planning.

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.

Abbey Gwin is a CFP® and ChFC® with 19 years of experience in the financial services industry. She is currently with Countryside Financial LLC and has held positions at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Gwin is also a licensed life insurance agent. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management across brokerage accounts and specialized vehicles. The firm uses model portfolios and third-party sub-advisors under discretionary authority and offers financial planning as a separate service.

Christine Collins Schwinger is a financial advisor at Collins Advisors, LLC in Buffalo, NY, holding a Series 65 designation with four years of industry experience. She has been with Collins Advisors since 2005. Collins Advisors provides investment advisory and retirement plan consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and manages portfolios using a diverse range of instruments, serving approximately 525 clients with a small team of two advisors.

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.