Matthew Douglas Chaffee

Erinn Flanagan is the sole advisor at Flanagan Financial Management in Norwich, NY, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has worked at Leigh Baldwin & Co., L.L.C. since 2000 and founded her current firm in 2013. Outside of advising, she has a majority ownership interest in a local building associated with bookkeeping and rental activities. Flanagan Financial Management provides discretionary portfolio management and tailored asset-allocation advice to individual clients and charitable organizations. The firm manages a concentrated asset base across a small number of accounts, offering customized strategies using multiple analytical methods and continuous portfolio monitoring.

Peter Derensis is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Derensis serves as a finance committee member for Chenango Valley Home, where he reviews budgets and investment policies. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, providing both discretionary and non-discretionary portfolio management.

Gregory Lamonica is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities Management & Research, Inc., Farm Family, and LPL Financial. Lamonica also owns and operates Greg Lamonica, Inc., a practice based in Norwich, NY. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary strategies, utilizing a combination of fundamental, technical, and quantitative analysis, supported by proprietary and third-party portfolios.

Marci Holden is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and ten years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Edward Jones, and Elevation LLC. She serves as treasurer for the Chenango Foundation and acts as executor for her parents' estates. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside model portfolios and third-party strategies.

Peter Smith is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Wells Fargo Clearing and has been with Ameriprise since 2018. Smith serves as a trustee and president on several local nonprofit boards, including the Greater Norwich Foundation, the Cook Foundation, and the Roger Follett Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Carey is a financial advisor with LPL Financial in Norwich, NY, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2010 and also operates Mang Advisors, which he founded in 2001. Outside of advising, Carey has been involved in insurance agency work and real estate investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and managed portfolio programs, supported by a large network of investment adviser representatives and technology tools.