Stephanie Aloi

Jon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.

Dana Cornell is a CFP® professional affiliated with Lincoln Park Capital LLC and holds a Series 63 license. Based in Olean, NY, Cornell has experience in financial advising through this SEC-registered investment adviser. Lincoln Park Capital LLC provides discretionary portfolio management services to private wealth clients, qualified retirement plans, companies, and other institutional clients. The firm employs a tactical asset allocation strategy using model portfolios tailored to client goals and risk tolerance, incorporating various analytical methods and active portfolio monitoring.

Dylan Vincent is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and Cedarwood Financial Partners. Outside of his advisory role, Dylan serves as a baseball coach at Olean High School. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Shawn Derrick is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He previously worked at Community BANK and INVEST Financial Corp before joining Commonwealth in 2018 and later Cedarwood Financial Partners. In addition to his advisory work, he is involved in tax preparation services through Wheat & Fitzpatrick, CPA. 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 back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to managed model portfolios.

Aaron Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior roles include positions at Cedarwood Financial Partners, Jamestown Community College, Bartlett Country Club, and several local schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Troy Vincent is a financial advisor with Commonwealth Financial Network and Cedarwood Financial Partners, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years. Vincent is also co-owner of Cedarwood Financial Partners, LLC. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.