Jason Doi

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 with FSC Wealth Advisors, LLC, holding a Series 63 designation and 49 years of industry experience. He has worked at FSC Wealth Advisors since 2016 and is also president of a non-investment related business, Miller Financial Services. Outside of his advisory work, Miller serves as an elder at the First Presbyterian Church and is a trustee at Hartwick College. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios and discretionary management with ongoing monitoring, offering solutions including an Active Management Program and separately managed direct-indexing strategies.

Jody Angellotti is a financial advisor at &PARTNERS with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Edward Jones. Outside of his advisory role, he serves on the finance committee of Otsego Christian Academy, where he reviews school financials. &PARTNERS serves a broad client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a wide 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 for customized client engagements.

Corbin Curley is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, 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 broad 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, and retirement plan education, combining platform technology with proprietary and third-party strategies to provide customized advisory solutions.

Edward Curley is a CFP® with 34 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Curley also acts as a successor trustee in Oneonta, NY. &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 strategies with both discretionary and non-discretionary management.

David Chiusano is a financial advisor with Equity Services, Inc. and National Life Group, holding a Series 63 designation and bringing 34 years of industry experience. He serves as Vice President of Investor Relations for the Kensington Condo Association, where he participates in board meetings to assist with managing the condominium facilities. Equity Services, Inc. operates as both a federally registered investment adviser and broker/dealer, providing financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term asset allocation and manager-driven model portfolios, with options for discretionary or client-approved trading.