Mary E Zervos

Maggie Sayers is a CFP® and Series 65-licensed advisor with over 13 years of industry experience. She is the principal of Tendful Wealth Planning, an independent firm based in Rome, NY, and previously worked at Gunther Wealth Management from 2011 to 2024. In addition to advising, she provides virtual paraplanning support through Method Financial Planning. Tendful Wealth Planning offers fee-only financial planning and discretionary investment management to individuals and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to construct diversified portfolios using active and passive funds, and incorporates ESG options upon request.

Maxwell Moore is a financial advisor at Birch Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Citigroup and Manning & Napier and has experience at State Street Corp and the University of Massachusetts Amherst. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm uses a combination of analytical approaches and focuses on equities, ETFs, and money-market funds while delivering written financial plans and managing portfolios on a discretionary basis.

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and a total of four years in the financial industry. Prior to joining Belpointe in 2019, he worked at Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved in CFO consulting through Chatham Street Consulting Services, LLC, and serves on the finance committee of St. Peter's Church in Rome, NY. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both active and passive strategies tailored to client objectives and risk tolerance, while also supporting various affiliated businesses and proprietary investment products.

Bryan Mc Cormick is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and having two years of industry experience. He previously worked at Chatham Street Advisors for five years and has experience in the electric industry. Outside of advising, he owns and operates Rome Lightery Company, specializing in lighting design and lamp repair. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using customized portfolios and a range of advisory relationships.

Joseph Gunther is a financial advisor at IFG Advisory, LLC with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked with LPL Financial since 2011. Outside of his advisory role, he is involved with Gunther Wealth Management, a business related to his LPL activities, and has experience providing non-variable insurance products. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies implemented through sub-advisors and third-party managers, and also manages held-away assets to align with clients' financial goals.