Roger Weller

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.

Meghan Kelly is a financial professional with Vicus Capital, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at Kelly Wealth Services and Kelly Retirement Services, LLC. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies such as fundamental and technical analysis, core–satellite, tactical rotation, and factor-based approaches, and provides specialized services including ERISA fiduciary consulting and fee-based annuity programs.

Peter Borello is a CFA® charterholder affiliated with OneSeven, bringing two years of industry experience. He worked at Manning & Napier from 2009 to 2022 before joining MGO One Seven LLC dba Stone Creek Advisors, LLC in 2023. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

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.

Benjamin Montreuil is a CFP® professional with 10 years of industry experience, currently serving at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, MassMutual Investors Services, and AXA Advisors. Montreuil serves in the US Army Reserve and participates as a street representative for the Browncoft Neighborhood Association in Rochester, NY. 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 maintains oversight committees to review third-party strategists and program suitability.