Loren Walter Wood

Michael Dinich is the managing member of Your Money Matters Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 19 years of experience in the financial industry and has been involved with Your Money Matters since 1990. Outside of financial services, he owns Heritage Beef and Cattle Co., a cattle breeding and sales business. Your Money Matters Wealth Management, LLC provides personalized financial planning and discretionary portfolio management primarily for individuals and trusts. The firm maintains a small client base, offering tailored investment strategies and coordinating third-party money manager relationships as appropriate.

Steven Matteson is an independent financial advisor at Twin Tiers Consulting, LLC in Corning, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Burns Matteson Capital Management for five years. He is also a member of Burns Matteson Capital Management LLC. Twin Tiers Consulting serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations by providing discretionary portfolio management and consulting. The firm constructs customized investment policies using fundamental and technical analysis across various asset classes and offers retirement, estate, and rollover guidance, along with tax preparation services supported by the principal’s Enrolled Agent credential.

Damien Mustico is a financial advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at FSC Securities Corporation, Inc. for 12 years before joining The Mustico Financial Group and Mutual Securities, Inc. in 2017. His outside activities include operating independent insurance agencies and providing trust and estate planning referrals through affiliated law firms. The Mustico Financial Group provides discretionary investment supervisory services and individualized portfolio management to a diverse client base including high-net-worth individuals, pension plans, and charities. The firm employs fundamental analysis and both long- and short-term strategies, managing about $316 million in assets across approximately 460 client relationships.

On her website, it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.” In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.” Many know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting its sixth year! Education and Experience: - Amy holds a Master’s Degree in financial planning - Certified Financial Planner TM - Enrolled Agent - Certified College Financial Consultant - Certified Financial Therapist TM - Over 30 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC) who uniquely, at the age of 44, decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.

Xavier Mustico is a financial advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to his current role beginning in 2020, he worked at Bank of America and Merrill. He serves on the board of Elmira Downtown Development, Inc., a nonprofit organization. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as pension plans, charities, and other entities. The firm employs client-specific written investment guidelines, fundamental analysis, and both long- and short-term strategies, managing approximately $316 million across around 460 client relationships.

Katrina Welker is a CFP® with 19 years of industry experience, currently affiliated with Rooted Planning Group. She previously worked at Hd Vest Investment Services and has over two decades of experience including tax accounting with Alsheimer & Evarts Tax Accounting. Ms. Welker volunteers for pro-bono financial helplines such as Savvy Ladies and Advisors Give Back, and serves on the advisory board for the Financial Planning Program at Alfred State College. Rooted Planning Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and retirement plans through project-based consulting and ongoing financial planning with portfolio management. The firm employs a long-term, asset allocation approach using low-cost mutual funds, ETFs, individual fixed income, and options strategies, supported by a multi-office structure and a pension consulting practice.