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Carey R

ChFC®, Series 63, Series 65

Laguna Niguel, CA

Manning & Napier Advisors, LLC

Carey Robinson is a ChFC® credentialed financial advisor at Manning & Napier Advisors, LLC with 28 years of industry experience. His prior work includes roles at Blackrock Investments, Marathon (a subsidiary of Stadion Money Management), and Brandes Investment Partners. He is based in Laguna Niguel, CA. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Dana V

CFP®, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Dana Vosburgh is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. He has been with the Manning & Napier organization since 2013, including roles at both the advisory and investor services divisions. In addition to his advisory work, Vosburgh is an adjunct professor at Nazareth College. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering fiduciary retirement plan services. The firm employs a team-based, strategy-specific investment process combining top-down and bottom-up analysis and is affiliated with an in-house trust company and broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Mark R

Series 66

Wexford, PA

Manning & Napier Advisors, LLC

Mark Ricci is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, The PNC Financial Services Group, Inc., and BNY Mellon. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts, non-discretionary advice, and retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Christopher R

Series 66, Series 63, Series 65

Westerville, OH

Manning & Napier Advisors, LLC

Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Aaron M

Series 63, Series 65

Dublin, OH

Manning & Napier Advisors, LLC

Aaron Mcgreevy is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Manning & Napier in various capacities since 2004. Mcgreevy serves on the board of the Simon Kenton Council of the Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic approaches and an affiliated in-house trust company.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Noah O

Series 63, Series 65

Indian Land, SC

Manning & Napier Advisors, LLC

Noah Ordway is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Distribution, Inc. and Wells Fargo Funds Distributor, LLC. He has been with Manning & Napier since 2018 across affiliated entities. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients, including pension plans and government entities, as well as managing discretionary and non-discretionary accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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William D

Series 66

Fairport, NY

Manning & Napier Advisors, LLC

William Dombrock is a financial advisor with Manning & Napier Advisors, LLC. He holds a Series 66 credential and has one year of industry experience. Prior to joining Manning & Napier, he held roles at Tokyo Bay, Under Armor, and Vision Group LLC. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection and offers customized wealth management and retirement plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Ethan M

CFP®, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Ethan Mckenney is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2013. His career has been with various affiliated entities of Manning & Napier since 2014. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm’s investment process is team-based and strategy-specific, combining top-down macro analysis with bottom-up security selection, and it offers a range of retirement plan and custom wealth management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Samantha L

Series 63, Series 66

Fairport, NY

Manning & Napier Advisors, LLC

Samantha Larew is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked exclusively within the Manning & Napier organization since 2010, including roles at Manning & Napier Fund Inc. and Manning & Napier Investor Services, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients such as banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers a range of services including retirement plan advice, participant education, and custom wealth management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Ryan W

Series 65, Series 63

Dublin, OH

Manning & Napier Advisors, LLC

Ryan Willis is a financial advisor at Manning & Napier Advisors, LLC with seven years of industry experience. Prior to joining Manning & Napier in 2023, he worked at Boyd Watterson Asset Management and SteelBridge Labs. He holds Series 65 and Series 63 credentials. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, participant education, and customized wealth management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Brittany B

CFP®, Series 63, Series 65

Fairport, NY

Manning & Napier Advisors, LLC

Brittany Buffington is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Manning & Napier Advisors, LLC and has previously worked at Chicago Partners Investment Group, Elevatus Wealth Management, Halleran Financial/LPL Financial, and Stifel Nicolaus & Co Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside discretionary separately managed accounts and non-discretionary advice for proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Zachary P

Series 66

Newark, OH

Manning & Napier Advisors, LLC

Zachary Pipoly is a financial advisor at Manning & Napier Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and KeyBank National Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and is affiliated with in-house trust and broker-dealer entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Timothy O

Series 63, Series 65

West Chester, PA

Manning & Napier Advisors, LLC

Timothy O'Leary is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at SEI Investments Distribution Co., Raymond James Financial Services, and Nuveen Investments. Outside of his advisory role, he serves as Secretary of the Marlborough Hunting & Fishing Club and is a board member on the Finance Committee of the Concordville Fire and Protective Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, supported by specialized strategies and affiliated custody and trustee services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Amelia G

Series 63, Series 65

Portsmouth, NH

Manning & Napier Advisors, LLC

Amelia Gage is a financial advisor at Manning & Napier Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Sage Wealth Partners LLC, and Waddell & Reed. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as banking institutions, pension plans, and government entities, while also managing separately managed accounts and offering fiduciary and wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and employs a team-based, strategy-specific approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Joseph K

CFP®, Series 63, Series 65

Albany, NY

Manning & Napier Advisors, LLC

Joseph Kross is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Manning & Napier Advisors, LLC and previously worked at UBS Financial Services and JPMorgan. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm serves a range of clients including pension plans, government entities, and discretionary separately managed accounts, and is notable for its affiliation with an in-house trust company and a limited-purpose broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Cathy P

CFP®, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Cathy Pereira is a CFP® with four years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. She previously worked at Generation Capital Management from 2017 to 2021. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice for various proprietary funds. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection, supported by systematic strategies and a defined fixed income approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Steven F

Series 63, Series 66

St. Augustine, FL

Manning & Napier Advisors, LLC

Steven Futoran is a financial advisor at Manning & Napier Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Voya Investment Management and Wells Fargo Funds Management. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering strategies that combine top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services and customized wealth management solutions, supported by a team-based investment process overseen by an Investment Policy Group.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Chelsea S

CFP®, Series 63, Series 66

Estero, FL

Manning & Napier Advisors, LLC

Chelsea Seibel is a CFP® professional with 14 years of industry experience. She currently serves as an advisor at Manning & Napier Advisors, LLC and has held positions at City National Bank and RBC Capital Markets, LLC. She is a board member of Abuse Counseling Treatment, Inc. and the Planned Giving Council of Lee County, both non-investment related organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts and non-discretionary advice for various funds. The firm employs a team-based investment approach that combines top-down macro analysis with bottom-up security selection and maintains affiliations with an in-house trust company and a broker-dealer to support its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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David I

CFA®, Series 63, Series 65

Pittsburgh, PA

Manning & Napier Advisors, LLC

David Immonen is a CFA® charterholder with 29 years of industry experience. He has been with Manning & Napier Advisors, LLC since 2005 and currently serves in a role at Manning & Napier Advisors, LLC since 2019. Immonen is an advisory board member of the Province of St. Augustine Capuchin Franciscan Friars. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering non-discretionary advice on various funds. The firm’s investment approach combines top-down macro analysis and bottom-up security selection, supported by a team-based process and systematic strategies such as its Disciplined Value strategy.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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William H

Series 63, Series 65

St. Petersburg, FL

Manning & Napier Advisors, LLC

William Holden is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Manning & Napier and its affiliated entities since 2009. Outside of his advisory work, Holden serves on several nonprofit and community boards, including the St. Petersburg Free Clinic, Boy Scouts of America Greater Tampa Bay Area Council, St. Anthony’s Hospital, and SouthState Bank. Manning & Napier Advisors, LLC provides investment advisory services to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various products including pension plans and state or municipal entities. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and manages a range of strategies, including systematic and fixed income approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Jeffrey M

CFA®, Series 66, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Jeffrey Mccormack is a CFA® charterholder with six years of experience in the financial industry, currently advising at Manning & Napier Advisors, LLC. He has previously worked at QCI Asset Management and Bonafyde Consulting. Outside of his advisory role, Mccormack serves as vice chairman of the executive and finance committees at Mary Cariola’s Center, a school for children with developmental disabilities, and coaches age-group swimmers as an assistant swim coach with Webster Bluefins. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also offers retirement plan services, participant education, transition management, and custom wealth management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Ryan H

CFP®, Series 63

Lebanon, TN

Manning & Napier Advisors, LLC

Ryan Hohensee is a CFP®-designated financial advisor at Manning & Napier Advisors, LLC with six years of industry experience. His prior work includes roles at Paychex and the Town of Webster Parks and Recreation Department. Outside of his advisory work, he has also worked as an Uber driver. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers various retirement plan and wealth management services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Thomas S

CFP®, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Thomas Stedman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Manning & Napier Advisors, LLC and has prior experience at Seneca Financial Advisors LLC and Nixon Peabody LLP. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering customized wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as its Disciplined Value approach and Managed ETF Portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Margaret J

CFP®, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Margaret Jeffries is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. She has been with the firm and its affiliates since 2012. Outside of her advisory role, she works part-time as an event coordinator for Blue Apple Productions, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Gerald G

CFA®, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Gerald Gugger is a CFA® charterholder with nine years of experience in the financial industry. He is currently an advisor at Manning & Napier Advisors, LLC and has held various roles within the Manning & Napier organization since 2017. Gugger serves as a committee member of the CFA Society of Rochester. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Ioannis P

Series 66

Boynton Beach, FL

Manning & Napier Advisors, LLC

Ioannis Profylienos is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 license and 15 years of industry experience. He has worked at several firms including Equitable Advisors, Merrill, and Edward Jones. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and operates with distinctive structural features including an affiliated trust company and a limited-purpose broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Susan P

CFP®, Series 63, Series 65

St. Petersburg, FL

Manning & Napier Advisors, LLC

Susan Pilon is a CFP® with 23 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC since 2022. Her prior roles include positions at Mercer Global Advisors Inc. and Raymond James & Associates Inc. She is involved in community activities, including serving as President of Wake Tampa/St. Petersburg and as a committee member for the Girl Scouts of West Central Florida, as well as a board member of the Krewe of Princess Ulele. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering customized wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by distinctive structural affiliations, including an in-house trust company and a limited-purpose broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Frank L

Series 66

Fairport, NY

Manning & Napier Advisors, LLC

Frank Lesczinski is a financial advisor at Manning & Napier Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Manning & Napier and its affiliates since 2010. Outside of his advisory role, Lesczinski serves on the boards of the Pittsford Panthers Baseball and Pittsford Little League Baseball organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and systematic approaches such as its Disciplined Value strategy.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Seth T

Series 66

Pittsburgh, PA

Manning & Napier Advisors, LLC

Seth Truesdell is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 credential and four years of industry experience. He previously worked at PNC Bank and has held roles at Dick's Sporting Goods and the North Allegheny School District. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, and offers a range of retirement and wealth management services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Craig A

Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Craig Abbott is a financial advisor at Manning & Napier Advisors, LLC with 27 years of industry experience. He has been with Manning & Napier in various capacities since 1998 and holds a Series 63 designation. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm’s investment process combines top-down macro analysis with bottom-up security selection and employs systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Crysten P

Series 66

Fairport, NY

Manning & Napier Advisors, LLC

Crysten Parker is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has worked in various roles since 2011, including positions at Vanderlande Industries and Halocarbon Products Corporation. Outside of her advisory work, she serves as Treasurer on the board of the nonprofit Room to Move and provides accounting and financial consulting services. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banks, investment companies, pension plans, and government entities. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection and offers a range of retirement plan and custom wealth management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Jack K

CFP®, Series 63, Series 65

St. Petersburg, FL

Manning & Napier Advisors, LLC

Jack Knapton is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. His prior experience includes multiple roles at Waldron Private Wealth and positions at PNC Bank and MassMutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, government entities, and pooled investment vehicles, while also managing discretionary separately managed accounts and offering retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and systematic approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Paul S

CFA®, Series 63

Fairport, NY

Manning & Napier Advisors, LLC

Paul Stanzione is a CFA® charterholder with 13 years of industry experience. He has been with Manning & Napier Advisors, LLC and its affiliated entities since 2013. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering non‑discretionary advice to proprietary funds. The firm’s investment process combines top‑down macro analysis with bottom‑up security selection and systematic strategies, supported by an Investment Policy Group that oversees asset allocation.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Robin Y

CFP®, Series 63

Mableton, GA

Manning & Napier Advisors, LLC

Robin Yacovetta is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2021. Prior to this, Yacovetta worked at Creative Planning, Inc. and Trust Company of the South. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, custom wealth management solutions, and operates with several affiliated entities that provide custody, trustee, and distribution services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Caleb H

Series 65, Series 63

Syracuse, NY

Manning & Napier Advisors, LLC

Caleb Humbert is a financial advisor at Manning & Napier Advisors, LLC with seven years of industry experience. He has worked with firms including Cadaret, Grant & Co., Inc. and The Ayco Company, L.P. Outside of his advisory role, Caleb is a lacrosse referee. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, managing discretionary separately managed accounts and offering fiduciary retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection through a team-based, strategy-specific approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Annleah C

Series 66

St. Petersburg, FL

Manning & Napier Advisors, LLC

Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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David S

Series 66

Naples, FL

Manning & Napier Advisors, LLC

David Sutton is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC, Lincoln Investment, and Capital Analysts. Outside of his advisory work, he has entrepreneurial experience from leading Sutton Platform Innovations and roles at health sciences companies. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, combining top-down macro analysis with bottom-up security selection through a team-based approach overseen by an Investment Policy Group. The firm also offers retirement plan services, custom wealth management, and operates affiliated trust and broker-dealer entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Meaghan W

CFP®, Series 63

Buffalo, NY

Manning & Napier Advisors, LLC

Meaghan Wright is a CFP® with 10 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. She has been with Manning & Napier since 2014 in various capacities. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles while also managing separately managed accounts and offering fiduciary retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Rebecca G

Series 66

Fairport, NY

Manning & Napier Advisors, LLC

Rebecca Galliford is a financial advisor at Manning & Napier Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Manning & Napier and its affiliated entities since 2011. Outside of her advisory role, she serves as a board member of the Rush United Methodist Church Child Care Center. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary investment management alongside retirement plan services and customized wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Douglas H

Series 66

Fairport, NY

Manning & Napier Advisors, LLC

Douglas Hilfiker is a financial advisor at Manning & Napier Advisors, LLC with 16 years of industry experience. He has served at Manning & Napier since 2021 and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 12 years. Hilfiker is a Series 66 holder and serves as a board member for both Hillside Agencies and the Seneca Waterways Council, Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Alexander S

CFP®, Series 65, Series 63

Rocky River, OH

Manning & Napier Advisors, LLC

Alexander Sterba is a financial advisor with Manning & Napier Advisors, LLC, holding CFP®, Series 65, and Series 63 designations and seven years of industry experience. He has worked with Manning & Napier since 2022 and previously held roles at Marcum Wealth, LLC and Aurum Wealth Management Group. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm uses a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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