Thomas Glenn is the principal of Glenn Asset Management in Kenmore, NY, holding a Series 65 credential with four years of industry experience. He has worked at Continental Transmission since 2000, where he rebuilds automotive transmissions. Outside of financial advising, he owns and operates BUN Properties, a rental property business. Glenn Asset Management provides personal investment management services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, including family businesses. The firm employs a strategic asset allocation approach that combines passive and active investments, with portfolios generally globally diversified and monitored regularly. The firm is notable for its work with business entities and family businesses, reflecting the principal’s direct operating and real estate investing experience.

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.

Welcome! I’m Brett, and I’m glad you’re here. I’m a proud born-and-raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement. In 2019, I founded Eudaimonia Wealth, a fee-only financial planning firm in Buffalo, NY, dedicated to helping local families retire on their terms by providing independent, objective advice. At Eudaimonia Wealth, we know we can’t be all things to all people, and we don’t pretend to be. We specialize in helping people at or near retirement who need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy that describes an ultimate state achievable by living a life of meaning, purpose, and fulfillment. It was considered a state of “peak performance in the art of living,” and it represents, at its core, what I believe real financial planning is all about.

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.

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.

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.

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.

Shaun Laper is a financial advisor at Delaware Avenue Advisors Inc. with a Series 65 designation and experience in various roles including AML compliance and retail positions. He previously worked at AML RightSource, Bigger and Better Bakery, Best Buy, and Watson Bowman Acme. Delaware Avenue Advisors provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of active and passive strategies, guided by client-specific Investment Policy Statements and multiple analytical approaches, to manage approximately $27 million in discretionary assets.

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.

Jeremy Wadsworth is a CFA® charterholder with five years of industry experience. He is currently affiliated with North Woods Wealth Management and previously worked at Landmark Wealth Management. Jeremy has been with North Woods Asset Management since 2017. North Woods Wealth Management provides discretionary investment management, retirement plan consulting, and participant account management to individuals, trusts, and retirement plans. The firm applies a “Three Filter” investment process combining passive and active strategies and manages portfolios across four archetypes, serving both high-net-worth and non-HNW clients.

Alan Mollot is a CFP® and ChFC® with 49 years of industry experience. He is a principal at Mollot & Hardy, Inc., where he has worked since 2008, and previously held roles at FSC Securities Corporation and Osaic Wealth, Inc. Outside of his advisory work, Mollot serves as president of the Forum Club, a social organization based in Buffalo, NY. Mollot & Hardy, Inc. provides investment management, financial planning, and retirement-plan services to individual and high-net-worth clients as well as retirement plan sponsors. The firm manages approximately $73.2 million in assets and offers portfolio management, fiduciary consulting, and written financial plans, utilizing mutual funds, ETFs, and third-party sub-advisers through platforms like Osaic Wealth.

William Wadsworth is a financial advisor at North Woods Wealth Management in Buffalo, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been associated with North Woods Asset Management, LLC since 2015. Outside of his advisory role, Wadsworth is also an independent insurance agent involved in insurance sales. North Woods Asset Management LLC provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans. The firm employs a structured “Three Filter” investment process and emphasizes multi-generational financial planning and consulting services for plan sponsors.

Christian Miller is a financial advisor at Fealty Group LLC in Niagara Falls, NY, holding a Series 66 designation with six years of industry experience. His prior roles include positions at GWN Securities, Inc., Equitable Advisors, LLC, and A Plus Accounting. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, using written Investment Policy Statements and regular portfolio monitoring. The firm manages a small client base with approximately $2.25 million in assets under management and incorporates crypto and digital asset exposure as part of its investment services.

William Williams is a financial advisor with Lytle Investments, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior work history includes roles at Fisher Investments, Brookstone Capital Management, and Prudential Insurance Company of America. Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million and serving individuals, trusts, retirement plans, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach that emphasizes long-term asset allocation combined with tactical adjustments.

James Hedges II is a financial advisor at Harvest Capital Assets, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Harvest Capital Assets, LLC provides discretionary and non-discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm manages all client assets in-house, employs a variety of investment strategies including private placements and venture capital, and operates without an account minimum.