Peter Borello

Patrick Cicchetti is the principal of Ryse Capital Management and holds Series 63 and Series 66 licenses. He has four years of industry experience and is also co-owner of a moving company, where he manages business and marketing strategies. Additionally, he works as a consultant providing business planning and organizational efficiency coaching. Ryse Capital Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and business owners with wealth management, discretionary investment management, and financial planning services. The firm’s investment approach combines passive and active strategies based on modern portfolio theory and tailors portfolios to clients’ objectives and risk tolerance, typically managing accounts on a discretionary basis.

Roger Weller is a financial advisor at JR Snell Capital Management, LLC, with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked concurrently as an independent contractor for United Healthcare in a sales capacity since 2015. Weller is based in Holley, NY. JR Snell Capital Management, LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis, while offering financial coaching and online planning tools.

Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.

Robert Rice is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent five years at Key Bank NA. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and provides custody and execution services via Pershing.

Isabella Foltyniak is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including real estate and hospitality prior to her current position. Outside of advising, she serves as a project management consultant for the Society for the Protection and Care of Children, supporting event planning and marketing efforts. Key Investment Services LLC provides wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm offers non-discretionary, model-based wrap programs and employs a committee structure to oversee third-party strategists and program suitability.

Terri Torregrossa is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Key Investment Services and Key Bank in various roles since 2010. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops many of the investment models used in its offerings.