Rachel Ann Morgan

Steven Matteson is the sole advisor at Twin Tiers Consulting, LLC, an independent investment advisory firm based in Corning, NY. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2000, he has been a member of Burns Matteson Capital Management. Twin Tiers Consulting provides discretionary portfolio management and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis to create customized investment policies and manages portfolios across various asset classes, including mutual funds, ETFs, equities, fixed income, and, when appropriate, options and margin strategies.

On her website, it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.” In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.” Many know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting its sixth year! Education and Experience: - Amy holds a Master’s Degree in financial planning - Certified Financial Planner TM - Enrolled Agent - Certified College Financial Consultant - Certified Financial Therapist TM - Over 30 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC) who uniquely, at the age of 44, decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.

Katrina Welker is a CFP® professional with 18 years of industry experience, currently serving at Rooted Planning Group in Corning, NY. Her prior work includes roles at Irvine Wealth Planning Strategies, Hd Vest Investment Services, and Alsheimer & Evarts Tax Accounting. She volunteers with pro-bono financial helplines such as Savvy Ladies and Advisors Give Back, and serves on the Advisory Board for the Financial Planning Program at Alfred State College. Rooted Planning Group provides individualized financial planning and portfolio management to individual and high-net-worth clients as well as retirement plan sponsors. The firm offers both project-based consulting and ongoing advisory services, managing diversified portfolios that may include options strategies and emphasizing retirement plan education and pension consulting.

Sarah Creath is a CFP® professional with nine years of experience in financial advising. She has been with BCK Partners, Inc. since 2015. BCK Partners, Inc. provides comprehensive financial management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines asset management with financial planning and manages client portfolios using ETFs, mutual funds, individual equities, and fixed-income instruments on a discretionary basis.

Rebekah Eason is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked with Rooted Planning Group since 2018 and has prior experience in tax preparation and small business operations. Outside of financial advising, she runs a craft business called She Shed Creations, LLC, and volunteers with Advisors Give Back, providing pro-bono financial assistance. Rooted Planning Group offers individualized financial planning and portfolio management to individual and high-net-worth clients, as well as retirement plan sponsors. The firm manages diversified portfolios with discretionary authority, including the use of options strategies, and provides pension consulting with an emphasis on participant education and workshop services.

James Kaffenbarger Jr. is a CFP® professional with 13 years of experience in the financial services industry. He has been with BCK Partners, Inc. since 2015. BCK Partners, Inc. provides comprehensive financial management and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities, combining investment management with financial planning and consulting. The firm manages discretionary assets of approximately $212.7 million, employing an investment approach that incorporates fundamental analysis, asset allocation, and both long- and short-term strategies, with client accounts custodied at Charles Schwab.