Anders Hudson

Micah Moore is a financial advisor with Independent Solutions Wealth Management, LLC in Naples, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Mass Mutual Life Insurance Company. Moore is active in the community as a club auditor and vice president of the board for local Rotary organizations. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management. The firm’s investment process includes strategic asset allocation, model portfolio selection, and regular portfolio reviews, utilizing fundamental and technical analysis along with tactical strategies.

Robert Koczent Jr. is a financial advisor with LPL Financial in Penn Yan, NY, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with LPL Financial since 2004. Additionally, he serves as Vice President and Director of Financial Services at Lyons National Bank. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Joseph Topichak is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at INVEST Financial Corp. and Community Bank, NA. Outside of his advisory role, he serves as an advisory board member for the Live Like Levi Foundation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Nesbitt is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at LPL Financial and Cambridge Investment Research firms, and he has operated Nesbitt Financial Services since 2006. He volunteers as treasurer for the Glenwood Club in Hammondsport, NY. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

John Nesbitt II is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at LPL Financial and Cellular Sales. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

William Henry is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1997, totaling 28 years of industry experience. He is based in Penn Yan, NY. Outside of his advisory role, he holds ownership interests in natural gas royalties and commercial rental property, and has family involvement in real estate acquisition and resale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.