Dominec Yanniello

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.

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.

David Eichenhofer is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at American Portfolios Advisors, American Portfolios Financial Services, HNP Capital LLC, and LPL Financial. He is also an agent involved in selling life and term insurance as well as annuities. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization and offers a wide range of investment options and advisory programs.

William Hudson is a financial advisor at Raymond James & Associates with 40 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Raymond James in 2024. Hudson holds Series 63 and Series 65 licenses. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.