Nathan Melfi

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Mark Peck is the sole advisor at Interstellar Wealth LLC, an independent registered investment adviser. He holds a Series 65 credential and has worked in the financial industry since 2012, including roles at Opus Bank, Rocket Dollar Inc., Forge Global Inc., and Directed Trust Co. Interstellar Wealth provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm uses a combination of passive and active fund selections guided by modern portfolio theory and offers discretionary and non-discretionary management, with the ability to incorporate socially responsible investing and alternative assets.

Jeffrey Lamarca is a CFA® charterholder and registered investment advisor with 11 years at Marcellus Capital Management, LLC. He has four years of industry experience and holds Series 63 and 65 licenses. Based in Skaneateles, NY, he leads his independent firm as its sole advisor. Marcellus Capital Management offers financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes fundamental analysis and due diligence to construct portfolios tailored to client goals and risk tolerance, using a mix of equities, corporate bonds, ETFs, and mutual funds.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

William Bonk is a financial advisor at IBN Advisory Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked with firms including Trust Advisory Group Ltd and AGES Financial Services, Ltd. Outside of advisory activities, he is the owner and regional director of Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs multiple investment teams and utilizes proprietary and third-party strategies, developing client portfolios based on individualized investment policy statements.