Jeffrey Joseph Lamarca

Mark Peck is the sole advisor at Interstellar Wealth LLC, an independent registered investment adviser. He holds a Series 65 credential and has worked in the financial industry since 2012, including roles at Opus Bank, Rocket Dollar Inc., Forge Global Inc., and Directed Trust Co. Interstellar Wealth provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm uses a combination of passive and active fund selections guided by modern portfolio theory and offers discretionary and non-discretionary management, with the ability to incorporate socially responsible investing and alternative assets.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

William Bonk is a financial advisor with IBN Advisory Services, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining IBN Advisory Services, he worked at Trust Advisory Group Ltd and AGES Financial Services, Ltd. Outside of his advisory role, he owns and operates Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Advisory Services, Inc. provides asset management and financial planning for individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing internal teams and third-party managers to develop client-specific investment strategies based on individualized investment policy statements.

Jack Irwin is a financial advisor with Newman Ladd Capital Advisors, LLC and holds a Series 66 designation. He has two years of industry experience and has worked in various roles including tax preparation and administrative capacities at Moen & Thurston. Irwin serves on the boards of the Notre Dame Club of Central New York/Syracuse and Paige's Childhood Cancer Fund, where he acts as treasurer. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs fundamental and cyclical methods in portfolio construction and maintains ongoing monitoring with regular client reporting.

F Libardoni Jr. is a financial advisor with IBN Advisory Services, Inc., holding Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Cetera Advisors LLC for two years and operates Libardoni Financial, where he has provided income tax preparation and planning services since 1998. Additionally, he is a licensed agent in fixed insurance products including life, disability, and annuities. IBN Advisory Services, Inc. provides asset management and financial planning for individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of internal investment teams and third-party managers to implement strategies tailored to clients’ investment policy statements.