Anders J. Hudson

Micah Moore is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Mass Mutual Life Insurance Company. Moore is active in community organizations, serving in leadership and auditing roles with the Naples NY Rotary Club and as Vice President of the Board for Rotary Camp Onseyawa. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm offers financial planning and portfolio management with an investment process that emphasizes strategic asset allocation and manager selection across a range of risk profiles.

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.

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.

John Nesbitt II is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 63 and Series 65 credentials and has prior experience at LPL Financial and Cellular Sales. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment strategies, utilizing proprietary and third-party models tailored to client objectives.

Michael Ellis is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fisher Investments in 2021, he worked at TIAA-CREF and Jarred Bunch Consulting, LLC. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that integrates quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies and risk management techniques.