Dominec Yanniello

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.

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.

William Henry is a CFP®-credentialed financial advisor with Edward Jones in Penn Yan, NY, and has 29 years of industry experience, all with the same firm since 1997. Outside of advising, he has ownership interests in natural gas royalties and his family is involved in real estate acquisition and resale activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment products supported by a large network of advisors and branch offices, operating under a fiduciary standard.