Daniel Aaron Coakwell

Steven Matteson is an independent financial advisor at Twin Tiers Consulting, LLC in Corning, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Burns Matteson Capital Management for five years. He is also a member of Burns Matteson Capital Management LLC. Twin Tiers Consulting serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations by providing discretionary portfolio management and consulting. The firm constructs customized investment policies using fundamental and technical analysis across various asset classes and offers retirement, estate, and rollover guidance, along with tax preparation services supported by the principal’s Enrolled Agent credential.

Damien Mustico is a financial advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at FSC Securities Corporation, Inc. for 12 years before joining The Mustico Financial Group and Mutual Securities, Inc. in 2017. His outside activities include operating independent insurance agencies and providing trust and estate planning referrals through affiliated law firms. The Mustico Financial Group provides discretionary investment supervisory services and individualized portfolio management to a diverse client base including high-net-worth individuals, pension plans, and charities. The firm employs fundamental analysis and both long- and short-term strategies, managing about $316 million in assets across approximately 460 client relationships.

On her website, it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.” In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.” Many know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting its sixth year! Education and Experience: - Amy holds a Master’s Degree in financial planning - Certified Financial Planner TM - Enrolled Agent - Certified College Financial Consultant - Certified Financial Therapist TM - Over 30 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC) who uniquely, at the age of 44, decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.

Xavier Mustico is a financial advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to his current role beginning in 2020, he worked at Bank of America and Merrill. He serves on the board of Elmira Downtown Development, Inc., a nonprofit organization. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as pension plans, charities, and other entities. The firm employs client-specific written investment guidelines, fundamental analysis, and both long- and short-term strategies, managing approximately $316 million across around 460 client relationships.

Katrina Welker is a CFP® with 19 years of industry experience, currently affiliated with Rooted Planning Group. She previously worked at Hd Vest Investment Services and has over two decades of experience including tax accounting with Alsheimer & Evarts Tax Accounting. Ms. Welker volunteers for pro-bono financial helplines such as Savvy Ladies and Advisors Give Back, and serves on the advisory board for the Financial Planning Program at Alfred State College. Rooted Planning Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and retirement plans through project-based consulting and ongoing financial planning with portfolio management. The firm employs a long-term, asset allocation approach using low-cost mutual funds, ETFs, individual fixed income, and options strategies, supported by a multi-office structure and a pension consulting practice.

Michael Mustico is an advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding Series 63 and Series 65 designations with two years of industry experience. He has been a managing partner at The Mustico Financial Group and a practicing attorney under the name Michael Mustico, Esquire since 2002. Outside of advisory services, he is a minority managing partner in a local real estate holding company that owns the building housing his firm. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, financial planning, and consulting to individuals, pension plans, charities, and other entities. The firm manages over $316 million across approximately 460 clients, employs fundamental analysis, and utilizes both long- and short-term strategies tailored to client-specific guidelines.