John Patrick Cuddihy

Amanda Dorolek is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses. She has experience in tax consulting and business development from 2023 to 2026 and spent 17 years with the New York State Department of Taxation and Finance. Amanda is also involved with Wack Enterprises DBA Sundae CPA. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks, and bonds, combining various analytical strategies to align with client objectives and risk tolerance.

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 the Series 63 and Series 66 designations and has worked at firms including Merrill and UBS Financial Services. Byrne is based in Angola, NY. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a designated Private Advisor model to implement tailored strategies.

Stephanie O'dell is a financial advisor with HSBC Securities (USA) Inc. in Silver Creek, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2014. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a variety of discretionary and non-discretionary program types. The firm utilizes a model-driven investment process and combines strategic and tactical asset allocation with fund due diligence carried out by affiliated and third-party providers.

Allen Judkins is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, Bank of America, Merrill, and Citizens Bank. Judkins also has experience working in retail and pet supplies sectors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing monitoring and third-party manager due diligence, operating as part of the KeyCorp group with multiple affiliated financial entities.

Romer Mendez is a financial advisor with LPL Financial in Silver Creek, NY, holding Series 63 and Series 66 licenses and possessing 13 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. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and various technological tools.