Albert David Troisi

Eric Jaffe is a CFP® with 25 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Commonwealth Financial Network, LPL Financial, Mass Mutual Investors Services, and Equitable Advisors. Jaffe is president and owner of Jaffe Financial Management, LLC. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Richard Lavoie is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2014 and currently operates StillWater Planning Group. Outside of advisory work, he is involved in fixed insurance sales and owns several private entities related to securities and real estate management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

Pamela Tierney is a financial advisor with Primerica Advisors in Geneva, NY, holding a Series 63 designation and 31 years of industry experience. She has been with Primerica Advisors since 1999 and also has long-term associations with Pony Express & Company and The Guardian Life Insurance Company. Outside of her advisory role, she serves as a trustee for a family account and acts as an estate administrator. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates multiple strategies, including discretionary and non-discretionary account management.

Robert Koczent Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2004. He also serves as Vice President and Director of Financial Services at Lyons National Bank. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering advisory and brokerage services through a large network of investment adviser representatives.

Joseph Topichak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. and Community Bank, NA. He serves as an advisory board member for the Live Like Levi Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies.

William Henry is a CFP®-credentialed financial advisor with Edward Jones in Penn Yan, NY, and has 29 years of industry experience, all with the same firm since 1997. Outside of advising, he has ownership interests in natural gas royalties and his family is involved in real estate acquisition and resale activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment products supported by a large network of advisors and branch offices, operating under a fiduciary standard.