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 financial advisor at Cambridge Advisors, LLC with 4 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is employed as a tax advisor and Senior Consultant at Cambridge Consulting, Inc. and serves as trustee and manager for multiple family and client trusts and investment entities. Cambridge Advisors is a single-advisor, fee-based firm serving individuals, businesses, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and access to model portfolios and third-party managers, utilizing Investment Policy Statements and diversified asset allocations implemented through no-load or load-waived funds, ETFs, and separately managed strategies.

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.

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.

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.

Prior to founding Sherwood Financial Management, I spent my career at a local wealth management firm for 24+ years working with clients as they near retirement. As a fee-only advisor, I cultivate long-term relationships advising individuals, spouses, partners, and extended families on personal financial planning, investment management and wealth accumulation strategies, and guiding them through their retirement years. By educating, providing perspective, and maintaining investment discipline, I strive to help you maximize your resources, identify those areas that may deserve additional attention, and encourage you to pursue the things you enjoy. I live in Clarence with my husband and our children - two maturing, young men - one in college and the other in high school. We share an interest in I am currently a member of three leading organizations in the financial planning industry, XYPN, NAPFA, and the FPA. XYPN - XY Planning Network, a leading organization of fee-only advisors who go above and beyond to serve you and don't sell product. National Association of Personal Financial Advisors (NAPFA) is a committed group of fee-only, fiduciary financial advisors who continuously strive to provide financial planning services to their clients with excellence. Financial Planning Association (FPA) the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. I serve on the local FPA of WNY chapter’s board to help guide the chapter and the program committee to help deliver stimulating and relevant content to our membership.

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.

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.

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.

Patrick Sheelar is a financial advisor at Countryside Financial LLC with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Blackridge Asset Management and Peak Brokerage Services. Outside of his advisory role, he is a soccer referee. Countryside Financial serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning through a variety of platforms, including the AssetMark wrap-fee platform and direct mutual fund management relationships. The firm typically operates with discretionary authority, using model portfolios and third-party sub-advisors to implement strategies tailored to client 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.

Abbey Gwin is a financial advisor at Countryside Financial LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at MetLife Securities Inc. and Blackridge Asset Management, LLC. Gwin is also a licensed life insurance agent. Countryside Financial serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, and related advisory services. The firm uses a combination of model portfolios, third-party sub-advisors, and direct fund management, and its advisors are licensed insurance agents who may recommend insurance and annuity products.

Juliana Janson is a financial advisor at Buffalo First Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and has worked at Buffalo First Wealth Management since 2021. Prior to this, she held positions at Trocaire College, Buffalo Niagara Partnership, and Goodwill of WNY. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a range of analytical approaches and investment strategies, regularly reviews accounts, and documents client goals in an Investment Policy Statement.

Jacqueline Tedesco is a financial advisor at Rabenold Advisors, Inc. with credentials including Series 63, Series 65, and Series 66 licenses, and has worked in the financial services industry since 2018. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and a family dental practice. 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 with cost-efficient mutual funds, ETFs, equities, fixed income, and other securities, offering financial planning as a continuing service integrated with investment management.

William Davis is a financial advisor at O'Bannon & Davis Inc. with over 30 years of experience at the firm. He holds Series 63 and Series 65 licenses and is based in Williamsville, NY. O'Bannon & Davis provides investment advisory and related services to individuals, businesses, nonprofits, and pension plans, offering portfolio management, financial planning, tax and estate planning, and insurance advice. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and serves a large client base relative to its size.