Michael Nevinger

Dana Bell is the sole advisor at BellRock Asset Management LLC in Victor, NY, holding a Series 65 designation with 4 years of industry experience. He has led BellRock Asset Management since 2011. BellRock Asset Management provides discretionary portfolio management services to individuals, trusts, charitable organizations, and privately held companies. The firm follows modern portfolio theory principles, emphasizing diversification and strategic asset allocation, and maintains institutional-style relationships through written referral agreements with CPA firms.

Austin Gilbert is a Series 65-licensed financial advisor with 11 years of industry experience. He has operated Gilbert Financial, LLC, an independent advisory firm based in Honeoye Falls, NY, since 2006. Gilbert Financial, LLC provides customized portfolio management primarily for individuals and high net-worth clients, as well as trusts and corporations. The firm employs an asset-allocation approach tailored to client-specific factors and emphasizes domestic dividend-paying equities and short-duration bonds, using a disciplined process supported by proprietary research and institutional custody through Pershing.

Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis and modern portfolio theory, employing various strategies across mutual funds, fixed income, equities, ETFs, and insurance products.

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

William Ward is a financial advisor at Pinnacle Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm offers a range of services including financial planning and portfolio management, using both fundamental and technical analysis across various securities.

Howard Bradley is a CFP® with 27 years of experience in the financial industry. He is currently with Chicago Partners Investment Group LLC and has previously worked at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Outside of his advisory role, he operates an independent insurance agency focused on fixed life and annuities. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.