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.

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.

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.

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.

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.

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.

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.

William Davis is a financial advisor at O’Bannon & Davis Inc. with Series 65 and Series 63 designations and three years of industry experience. He has been with O’Bannon & Davis Inc. since 1992. O’Bannon & Davis provides advisory services to individuals, businesses, not-for-profits, and pension plans, offering portfolio management, financial planning, pension consulting, and insurance advice. The firm employs both fundamental and technical analyses to manage custom portfolios on a discretionary basis.

Matthew Johnson is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with McCollum Christoferson Group, LLC since 2022. His prior work includes roles at Office Max, Target, Canisius College, Tops Markets, and Pizza Hut. McCollum Christoferson Group provides discretionary investment management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm constructs customized portfolios focused on individual equities through fundamental and technical analysis and also incorporates ETFs and mutual funds, managing accounts on a discretionary basis with ongoing portfolio monitoring.

Daniel Webster is a financial advisor at Orchestral Financial Group Inc. in Amherst, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Orchestral Financial Group since 2019. Webster also co-founded Environmentally Helpful Products LLC, an unrelated business venture established in 2007. Orchestral Financial Group provides financial planning and discretionary portfolio management primarily for individual investors, trusts, and estates, as well as advisory services for employer-sponsored benefit plans. The firm employs a top-down macroeconomic and firm-level fundamental analysis approach combined with technical analysis to construct diversified portfolios across multiple asset classes.

Jeffrey Cashmore is a financial advisor at Members Advisory Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, focusing on ongoing financial planning and discretionary portfolio management. The firm’s investment approach uses fundamental analysis and offers tailored client relationships with periodic account reviews.