Gregory Lamonica

Erinn Flanagan is the sole advisor at Flanagan Financial Management in Norwich, NY, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has worked at Leigh Baldwin & Co., L.L.C. since 2000 and founded her current firm in 2013. Outside of advising, she has a majority ownership interest in a local building associated with bookkeeping and rental activities. Flanagan Financial Management provides discretionary portfolio management and tailored asset-allocation advice to individual clients and charitable organizations. The firm manages a concentrated asset base across a small number of accounts, offering customized strategies using multiple analytical methods and continuous portfolio monitoring.

Peter Derensis is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at &PARTNERS. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning over 14 years. He participates as a finance committee member for Chenango Valley Home. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Marci Riddell is a financial advisor at &PARTNERS with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Edward Jones, and Elevation LLC. Riddell serves as treasurer for the Chenango Foundation, where she participates in financial oversight and quarterly meetings. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Peter Smith is a financial advisor with Ameriprise in Norwich, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves on the boards of several local foundations, including the Greater Norwich Foundation, the Cook Foundation, and the Roger Follett Foundation, where he is president. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Carey is a financial advisor with LPL Financial in Norwich, NY, holding a Series 63 designation and bringing 28 years of industry experience. He has worked with LPL Financial since 2010 and has been associated with Mang Advisors since 2001. Outside of his advisory roles, he was involved in managing an insurance agency and has experience in real estate property renovation and leasing. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

Jane Sawyer is a financial advisor with Ameriprise in Sherburne, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes 15 years at Fidelity Brokerage Services and seven years with Fidelity Personal and Workplace Advisors prior to joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.