Matthew Kelley is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Cooper/Haims Advisors, LLC and has previously worked at LPL Financial, ESL Federal Credit Union, Tompkins Financial Advisors, and Morgan Stanley Smith Barney LLC. Kelley’s background includes roles at both credit unions and large financial firms. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm’s approach centers on customized asset allocation, individualized Investment Policy Statements, risk management, and tax considerations, utilizing a range of investment vehicles and both discretionary and non-discretionary management.

Brian Roes is a CFP® and Series 65 credentialed advisor with Cooper/Haims Advisors, LLC, where he has worked since 2014. He has five years of industry experience and is based in Victor, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities. The firm employs a customized investment approach with asset allocation, risk management, tax considerations, and ongoing oversight, utilizing a variety of investment vehicles and third-party technology tools.

Jared Haims is a CFP® with five years of industry experience, currently serving at Cooper/Haims Advisors, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and is based in Victor, NY. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, individualized Investment Policy Statements, risk management, and the use of third-party money managers, supported by AI-enabled technology tools for planning and documentation.

Dean Hutchinson is a financial advisor at Cooper/Haims Advisors, LLC with 12 years at the firm and 5 years of industry experience. He holds the CFP® and Series 63 designations. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm’s approach includes customized asset allocation, individualized Investment Policy Statements, risk management overlays, tax considerations, and ongoing portfolio oversight by an investment committee.

Daniel Jones is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody, LLP and Nixon Peabody Financial Advisors, LLC from 2014 to 2018. Cooper/Haims Advisors provides ongoing, fee-based investment advisory services and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm emphasizes customized asset allocation, individualized investment policy statements, risk management, and tax considerations, utilizing both discretionary and non-discretionary portfolio management approaches.

Richard Bentley is a CFP® with eight years of industry experience, serving at Cooper/Haims Advisors, LLC since 2008. He participates as an investment committee member and advisory board member for LeChase Construction Services, providing guidance on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm’s approach involves customized asset allocation, risk management, tax considerations, and utilizes AI-supported technology tools to enhance planning and documentation.

Benjamin Owens is a CFP® professional with four years of industry experience, currently serving at Cooper/Haims Advisors, LLC since 2019. Prior to this, he worked at SUNY Geneseo and Access FCU. He is also an investment committee member for St. Peters Kitchen, a charitable organization providing free lunches in Rochester, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and estates. The firm emphasizes customized asset allocation, risk management, tax considerations, and uses third-party technology tools alongside human review to support client strategies.

Andrew Wong is a CFP® professional with five years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC. He has been with the firm since 2010. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s investment approach focuses on customized asset allocation, individualized Investment Policy Statements, risk management, tax considerations, and ongoing oversight through a monthly investment committee.

Andrea Ells is a CFP® and CFA® with nine years of experience in the financial industry. She has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody LLP and Nixon Peabody Financial Advisors LLC from 2013 to 2018. Ells serves as an Investment Committee Member for the YWCA of Rochester & Monroe County, where she reviews endowment portfolio investments. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, risk management, tax considerations, and oversight through a monthly investment committee, employing a range of investment vehicles and third-party technology tools to support client strategies.