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.

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.

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.

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.

Connor Allan is a financial advisor with Members Advisory Group, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors. Outside of finance, he has been involved with Events at the Wurlitzer since 2019. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management based on fundamental analysis and tailored investment strategies. The firm manages approximately $443.2 million in client assets and serves over 900 clients across six offices.

Anna Pujolas is a financial advisor at Collins Advisors, LLC in Buffalo, NY, holding Series 65 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and HSBC Bank USA. Collins Advisors provides investment advisory and retirement plan consulting services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm combines multiple analytic methods and a wide range of investment instruments to deliver portfolio management and employer retirement plan consulting through a small team of two advisors managing approximately $176 million.

Mark Narby is a financial advisor with Western New York Financial Group, LLC in Buffalo, NY, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He previously worked at Next Financial Group Inc. for eight years and Cantella & CO., Inc. for one year. Outside of his advisory role, Narby acts as a broker for fixed annuities related to structured settlements and provides quotes for life, health, and long-term care insurance products. Western New York Financial Group serves individuals, corporations, and retirement plans with financial planning, portfolio management, and estate settlement services. The firm uses a proprietary investment model based on technical analysis, tailoring portfolios to clients’ objectives and risk tolerance while actively managing and rebalancing accounts.

Jeremy Hudson is a financial advisor with Hudson Capital Advisory, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he was with Miller, Gesko & Company Inc. and spent 27 years at Hudson Advisor Services, Inc. Outside of advising, he is involved with HOL Property Management and Vera Beta, Inc. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals, including both high-net-worth and non-high-net-worth clients, as well as other registered investment advisers. The firm offers customized portfolio construction using fundamental, technical, and cyclical analysis, alongside proprietary strategies, and engages in active sub-advisory and co-advisory relationships with other SEC-registered advisers.

Scott Cashmore is a financial advisor with Members Advisory Group, LLC, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management. The firm manages approximately $443.2 million in client assets across six offices and employs fundamental analysis with both long- and short-term investment strategies.