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.

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.

Gordon Stockman is a financial advisor at EWM Advisory with over a decade of experience in the industry. He holds a Series 65 designation and has worked at EWM Advisory since 2014, alongside his roles at Efficient Wealth Management Inc. He is also involved with Nextgen Financial Planning Inc., a registered portfolio manager in Ontario, and Sharp Accounting Professional Corp, a CPA firm in Ontario. EWM Advisory serves individual clients, including some high-net-worth individuals, by providing customized investment management, comprehensive financial planning, and project-based consulting. The firm emphasizes passive, index- and ETF-based portfolios with a focus on asset allocation, low costs, and tax-aware strategies, offering personalized service to a small client base.

Brian Pearson is a financial advisor at Amazz Investment Management, Inc. with 4 years of industry experience. He holds the PFS™ designation and has been managing Amazz Investment Management since 2005. Outside of advisory work, he serves as managing member of several businesses including Valuation Advisors, LLC, which provides business valuation services, and MergeShark, LLC, a merger and acquisition database. Amazz Investment Management primarily serves individuals, high-net-worth clients, and trustees seeking long-term equity management through a value-oriented approach. The firm integrates accounting, tax, and valuation expertise into its advisory services and manages portfolios typically on a discretionary basis, concentrating holdings in well-capitalized, historically profitable firms.

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.

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 CFP® certificant and Series 63 license holder with over 35 years in the financial services industry. He is the principal advisor at Sauberan & Company, LLC, an independent firm based in Lockport, NY. His career includes extensive experience at Conn General Life Insurance Company prior to founding his current firm. Sauberan & Company provides fee-only financial planning and discretionary investment management to individuals, families, and small businesses, typically serving clients with at least $200,000 in investable assets. The firm employs a macroeconomic, top-down fundamental analysis with a long-term buy-and-hold strategy focusing on capital preservation and market risk reduction.

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.

I am so glad you are here! My name is Jeff Arber, the founder of Triple Play Planning. I am a lifelong Western New Yorker with a knack for helping people organize and plan out their complex financial life. Money was always important to me. While I can’t quite pinpoint why, I knew that when I grew up, I didn’t want money (or lack thereof) to be a problem. About 15 years ago, I decided to investigate a career switch to financial services. Those years of experience through the various channels of financial advisement has led me to this point. I am very excited to introduce you to the type of firm I have always wanted to create. What I hear most often from clients I work with is that they are happy they have someone to help guide them to through the gradually increasing complexity of their financial lives. Several of us set up our 401k’s one time and forget about it. Set up a 529 plan when the kids were born, but haven’t looked at it since? Should I consider a Roth contribution over a 529 plan? What are the tax consequences of these decisions? Restricted stock options, what are those? These are all the things we talk over and help you navigate. Of all the things in my life, my family is the most important. I am the proud husband of an awesome wife, Brooke, and the proud Dad of Nolan and Everett. Brooke and I came from different money philosophies. We have worked hard to find a common ground and have a system that works for us both. Nolan is headed to college soon, and Everett will be there soon enough as well. If any of these things resonate with you, let’s chat about it. I am always happy to pass on my life experiences and learnings to help you get on track.

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.

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 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.

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.

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. Her prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Before entering finance, she was involved in a family dental practice for 17 years and also worked at Monarch Kitchen Design Studio. Rabenold Advisors, Inc. provides investment management and financial planning primarily to individual clients and families, managing approximately $35.6 million in discretionary assets. The firm employs diversified, asset-allocation strategies based on Modern Portfolio Theory and offers financial planning as an ongoing or stand-alone service without imposing an account minimum.