Roger Howard Weller

Patrick Cicchetti is a financial advisor at Ryse Capital Management with five years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a co-owner of a moving company where he manages business and marketing strategies. Ryse Capital Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and business owners. The firm offers wealth management, discretionary investment management, and financial planning with an investment process that combines passive and active strategies grounded in modern portfolio theory.

Todd Jessop is a financial advisor with Lifemark Securities Corp. in Churchville, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Lifemark Securities since 2007 and previously worked at AmeriCU Capital Management. Outside of his advisory role, he is president and managing partner of Axiom Planning LLC, where he is involved in marketing financial services and insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored suitability-driven advice.

Meghan Kelly is a financial professional with three years of industry experience, currently affiliated with Vicus Capital, Inc. in Rochester, NY. She holds a Series 66 designation and has prior experience with Kelly Wealth Services, Kelly Retirement Services, Cetera Wealth Services, and Paychex. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis across various strategies and offers specialized retirement-plan consulting and fiduciary services.

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.

Benjamin Montreuil is a CFP® professional with 11 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil serves in the U.S. Army Reserve and represents his neighborhood as a street representative for a local association. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates to offer a range of investment and advisory solutions.

Jena Crawford is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. She has worked at ESL Investment Services, LLC since 2013 and at LPL Financial since 2012. Outside of her advisory role, she is part-owner of a family business, NJC Property Maintenance, Inc. 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 access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.