Daniel Wright

Jeffrey Lamarca is a CFA® charterholder and financial advisor at Marcellus Capital Management, LLC with 11 years of experience. He has worked exclusively at Marcellus Capital Management since 2015. Marcellus Capital Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental analysis and due diligence. The firm offers a mix of individual equities, corporate bonds, ETFs, and mutual funds tailored to client goals and risk tolerance, and is notable for its use of performance-based fees and alignment of interests through the principal’s personal investment holdings.

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.

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Adirondack Capital Advisors since 2018, following prior roles at Lifemark Securities Corp. and Americu Capital Management, LLC. Adirondack Capital Advisors primarily serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation driven investment approach focused on diversification and fundamental analysis, integrating financial planning with discretionary portfolio management.

James Campagna is a financial advisor at Adirondack Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Americu Capital Management, Americu Credit Union, and Reagan Companies Asset Management Inc. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Adirondack Capital Advisors provides investment advice and planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach emphasizing diversification and fundamental analysis, and integrates financial planning with discretionary portfolio management.

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

Jack Irwin is a financial advisor at Newman Ladd Capital Advisors, LLC with a Series 66 designation and two years of industry experience. His prior experience includes roles at Deloitte and Leigh Baldwin & CO., LLC. Outside of his advisory work, he serves as a board member of the Notre Dame Club of Central New York/Syracuse and as treasurer on the board of Paige's Childhood Cancer Fund, a nonprofit organization. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm uses fundamental and cyclical analysis in its investment process and typically manages client accounts on a discretionary basis with regular reviews and detailed reporting.