Lara Beth Leonard

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 at &PARTNERS with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Angellotti serves on the finance committee of Otsego Christian Academy, where she reviews school financials. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through platforms like Envestnet.

Corbin Curley is a financial advisor at &PARTNERS with 11 years of industry experience, holding a Series 66 designation. Prior to joining &PARTNERS in 2026, he spent 10 years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. He serves on the investment committee of Cullman Child Development Center and is a board member of the Sidney Central School District, where he participates in policy governance. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management.

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 his community. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm uses a combination of proprietary and third-party investment strategies managed through platforms like Envestnet, and operates with multiple regulatory registrations and revenue sources.

David Chiusano is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 35 years of industry experience and has been with Equity Services and National Life Group since 2014. Outside of his advisory role, he serves as Vice President of Investor Relations for the Kensington Condo Association. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.