Jason Douglas Doi

Diane Marra is a financial advisor with Horter Investment Management, LLC, holding 29 years of experience in the industry and 17 years with her current firm. She also operates an insurance business focused on life and annuity sales. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing model portfolios, third-party managers, and alternative investments as part of its investment approach.

Owen Kennedy is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining BFC Planning in 2022, he has worked with Securities Management and Research, Inc. and American National Insurance since 2004. Outside of his advisory role, Kennedy owns a livestock farm and serves as a parish council member at St. Mary’s Church in Cooperstown, NY. BFC Planning, Inc. serves a diverse range of clients, including individuals, corporations, banks, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Neal Miller is a financial advisor at Geneos Wealth Management, Inc. with 50 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Wealth Advisors, LLC and NEXT Financial Group. Outside of his advisory role, Miller serves as an elder at the First Presbyterian Church and is a trustee of Hartwick College. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, utilizing a combination of fundamental and technical strategies tailored to client needs.

Jody Angellotti is a financial advisor with \u0026PARTNERS in Oneonta, NY, holding a Series 66 designation and 16 years of industry experience. Prior to joining \u0026PARTNERS in 2026, Jody worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Jody serves on the finance committee of Otsego Christian Academy, where they review school financials. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides investment management and advisory services using a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and maintains both discretionary and non-discretionary account management options.

Corbin Curley is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Curley serves on the investment committee of the Cullman Child Development Center and is a board member of the Sidney Central School District. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies with ongoing monitoring and regular reviews.

Edward Curley is a CFP® with 35 years of industry experience. He is currently with &Partners, where he has worked since 2026. Prior to that, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. He also serves as a successor trustee in Oneonta, NY. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of proprietary and third-party strategies, with services provided on both discretionary and non-discretionary bases.