Anthony Filberto is a financial advisor at Candace Shira Associates, LLC in Pittsford, NY, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Candace Shira Associates since 2012. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities and commonly incorporates third-party managers and custodial platforms while exercising discretionary authority over client accounts.

Nancy Kay is a financial advisor with Candace Shira Associates, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cross Staff Investments since 2013. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities, with access to third-party money managers and various custodial platforms.

Candace Shira is a Certified Financial Planner® with 28 years of industry experience. She is the principal at Candace Shira Associates, LLC in Pittsford, NY, and has previously worked at Camp Otteride, LLC and Cross Staff Investments, Inc. She has held insurance sales licenses as an additional business activity. Candace Shira Associates, LLC provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-high-net-worth clients. The firm customizes investment programs based on client objectives and risk tolerances, using traditional research and publicly traded securities, and incorporates third-party money managers into portfolios where appropriate.