Daniel Patrick Duffy

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Mark Peck is the sole advisor at Interstellar Wealth LLC, an independent registered investment adviser. He holds a Series 65 credential and has worked in the financial industry since 2012, including roles at Opus Bank, Rocket Dollar Inc., Forge Global Inc., and Directed Trust Co. Interstellar Wealth provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm uses a combination of passive and active fund selections guided by modern portfolio theory and offers discretionary and non-discretionary management, with the ability to incorporate socially responsible investing and alternative assets.

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Jeffrey Lamarca is a CFA® charterholder and registered investment advisor with 11 years at Marcellus Capital Management, LLC. He has four years of industry experience and holds Series 63 and 65 licenses. Based in Skaneateles, NY, he leads his independent firm as its sole advisor. Marcellus Capital Management offers financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes fundamental analysis and due diligence to construct portfolios tailored to client goals and risk tolerance, using a mix of equities, corporate bonds, ETFs, and mutual funds.

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.