John Patrick Cuddihy

John Chiavetta is a ChFC® credentialed financial advisor with 39 years of industry experience, currently serving at GWN Securities Inc. since 2004. Outside of his advisory role, he serves as financial secretary for the Parish of Our Lady PNCC and participates as a committee member of the OLMC Cemetery Association in Brant, NY. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, with a notable focus on market-timing and momentum-based trading strategies in its legacy programs.

Jacqueline Byrne is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Stephanie O'Dell is a financial advisor with HSBC Securities (USA) Inc. in Silver Creek, NY, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2014. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of program types from client-directed to fully discretionary portfolios. The firm employs a structured investment process combining strategic and tactical asset allocation with ongoing fund due diligence, and serves clients through assigned Investment Adviser Representatives.

Allen Judkins is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. He has one year of industry experience and has previously worked at Bank of America, Merrill, and Citizens Bank, among other employers. Judkins has also been involved in a pet supplies business, ZR&J Enterprises. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model focusing largely on non-discretionary management and offers various wrap programs supported by KeyCorp affiliates.

Romer Mendez is a financial advisor with LPL Financial in Silver Creek, NY, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at M&T Bank, M&T Securities, and Axa Advisors. Outside of his advisory work, he is involved with WNY Flag Football, a local sports organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisers with tools including model portfolios, third-party subadvisors, and technology-driven research.

Monica Loretto is a financial advisor with UBS Financial Services in North Collins, NY, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1997. Outside of her advisory role, she is involved in the sales and servicing of recreational vehicles through Meyers RV Superstore. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.