Peter N Derensis

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.

Matthew Chaffee is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Leigh Baldwin & Co. since 2000. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm employs a blend of fundamental and technical analysis with a mix of investment strategies and utilizes multiple custodial relationships and model marketplaces in managing accounts.

Gregory Lamonica is a financial advisor with &PARTNERS who holds a Series 66 credential and has 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities Management & Research, Inc., and Farm Family. He is involved in a private investment-related business, GREG LAMONICA, INC. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and specialized advisory services using a mix of proprietary and third-party strategies, supported by a dual registration as a registered investment adviser and broker-dealer.

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 in Norwich, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves on the boards of several local foundations, including the Greater Norwich Foundation, the Cook Foundation, and the Roger Follett Foundation, where he is president. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.