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 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 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.

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.

Stefan Astheimer is a financial advisor at PMC Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Commonwealth Financial Network, Gottfried & Somberg Wealth Management, and Howe & Rusling Inc. PMC Wealth serves individuals, families, trusts, estates, charitable organizations, and corporate clients by providing membership-based financial planning, hourly consulting, cash management, and advisory services. The firm offers both non-custodial investment advice and optional portfolio management with a focus on ongoing financial planning and tactical cash management.

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.

Charles Sauberan is a CERTIFIED FINANCIAL PLANNER™ with two years of industry experience. He is the principal of Sauberan & Company, LLC, an independent firm where he provides asset management and financial planning services. Prior to founding his firm, he worked at Moldenhaur & Associates and Commonwealth Financial Network. Sauberan & Company offers discretionary investment management primarily to individuals and small businesses with at least $200,000 in investable assets. The firm employs a top-down macroeconomic approach combined with fundamental analysis to build portfolios focused on capital preservation and long-term investment horizons.

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 with McCollum Christoferson Group, LLC in Amherst, NY. She holds Series 63 and Series 65 licenses and has eight years of industry experience, having been with her current firm since 2015. McCollum Christoferson Group provides discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to guide investment decisions, primarily allocating to individual equities while incorporating ETFs and mutual funds as appropriate.

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.

William Deacon is a CFP® professional with 12 years of industry experience, currently serving at McCollum Christoferson Group, LLC since 2015. He holds Series 63 and Series 65 licenses. McCollum Christoferson Group provides discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with a focus on individual equities and increasing use of ETFs and mutual funds, customizing portfolios to client risk tolerance and objectives.

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.

William Davis is a financial advisor at O'Bannon & Davis Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. He has been associated with O'Bannon & Davis Inc. since 1992. O'Bannon & Davis provides advisory services to individuals, businesses, not-for-profit organizations, and pension plans, offering portfolio management, financial planning, pension consulting, and insurance advice. The firm uses both fundamental and technical analysis and manages accounts on a discretionary basis tailored to clients’ investment objectives and risk profiles.

Matthew Johnson is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He has been with McCollum Christoferson Group, LLC since 2022. Prior to his advisory role, his work history includes positions at Office Max, Target, and Canisius College. McCollum Christoferson Group provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to manage portfolios primarily focused on individual equities, with increasing use of ETFs and mutual funds, tailoring strategies to client risk tolerance and objectives.

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.

George Harris is a CFP® professional with 32 years of industry experience. He currently serves at Bentham Wealth Advisors and previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Bentham Wealth Advisors serves individuals, families, including high-net-worth clients, and employer-sponsored benefit plans. The firm employs a goal- and risk-based asset allocation approach grounded in Modern Portfolio Theory, focusing on low-cost funds, periodic rebalancing, and incorporates technical and cyclical analysis in its investment process.

Jonathan Lupo is a financial advisor at Fealty Group LLC with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at M&T Bank, Equitable Advisors, and Merrill Lynch. Outside of finance, he has experience in the food industry through his work with Gigi's Cucina Povera. Fealty Group LLC provides discretionary portfolio management and financial planning to individual clients, managing a small client base with approximately $2.96 million in discretionary assets. The firm employs a combination of charting, cyclical, fundamental, and technical analysis, including long-term and short-term trading strategies, and offers crypto/digital asset exposure as part of its portfolios.

Alexander Skabry is a financial advisor at Harvest Capital Assets, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Harvest Capital Assets since 2010. The firm provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients, tailoring portfolios to client goals and employing a variety of investment strategies and vehicles. Harvest Capital Assets manages all client assets internally and offers access to private placements, venture capital, and higher-risk trading strategies without an account minimum.

Robert Florian is a CFP®-credentialed financial advisor with Florian Financial Group LLC in Williamsville, NY, bringing 30 years with the firm and four years of industry experience. He is involved in a wellness app partnership called Well Fit Plus, which focuses on app functionality and marketing. Florian Financial Group LLC manages approximately $215 million for about 245 clients, including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, written financial planning, and ERISA advisory services using tactical asset allocation and risk-managed strategies informed by third-party research.