Robert Thomas Koczent Jr.

Eric Jaffe is a CFP® with 25 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Commonwealth Financial Network, LPL Financial, Mass Mutual Investors Services, and Equitable Advisors. Jaffe is president and owner of Jaffe Financial Management, LLC. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Richard Lavoie is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2014 and currently operates StillWater Planning Group. Outside of advisory work, he is involved in fixed insurance sales and owns several private entities related to securities and real estate management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

Pamela Tierney is a financial advisor with Guardian Life in Geneva, NY, holding a Series 63 designation and over 31 years of industry experience. She has been with Guardian Life since 1999 and also has a longstanding affiliation with Pony Express & Company since 1993. Beyond her advisory role, she serves as an estate administrator for her family and manages a cottage rental through Airbnb. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides investment advisory and brokerage services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and offering access to insurance products, alternative investments, and various financial planning solutions.

Joseph Topichak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. and Community Bank, NA. He serves as an advisory board member for the Live Like Levi Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies.

William Henry is a CFP®-credentialed financial advisor with Edward Jones in Penn Yan, NY, and has 29 years of industry experience, all with the same firm since 1997. Outside of advising, he has ownership interests in natural gas royalties and his family is involved in real estate acquisition and resale activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment products supported by a large network of advisors and branch offices, operating under a fiduciary standard.

David Eichenhofer is a CFP®-designated financial advisor with 30 years of industry experience. He currently works at OSAIC and previously held roles at American Portfolios Advisors, American Portfolios Financial Services, HNP Capital LLC, and LPL Financial. He is also licensed to sell life and term insurance products, including some annuities. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools and a variety of investment options to construct portfolios.