Adam Gagas is a financial advisor at Rockbridge Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Creative Planning, LLC, Disciplined Capital Management LLC, and Breakwall Asset Management. Outside of his advisory role, he serves as a director at Pathfinder Bank and is the owner of Gagas Realty Corp. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm focuses on diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailoring asset allocation to client objectives and risk profiles.

Patrick Rohe is a CFP® with six years of industry experience and has been with Rockbridge Investment Management, LLC since 2009. He holds the Series 66 designation and is based in Syracuse, NY. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, focusing on diversified, low-cost portfolios primarily composed of index mutual funds and ETFs. The firm manages approximately $1.84 billion across around 1,500 client relationships, offering personalized asset allocation, financial planning, and 401(k) plan consulting.

Claire Ariglio is a financial advisor at Rockbridge Investment Management, LLC with five years of industry experience. She holds a Series 63 designation and has worked at Creative Planning, LLC since 2026, following an 11-year tenure at Rockbridge. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans with discretionary and non-discretionary investment management, supervisory services, and financial planning. The firm focuses on diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailoring asset allocation to client objectives and risk tolerance.

David Carroll is a CFP® professional with six years of industry experience. He has worked at Rockbridge Investment Management, LLC for 12 years and previously at Wells Fargo Clearing. He is currently associated with Creative Planning, LLC. Rockbridge Investment Management serves individual clients, nonprofits, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm emphasizes diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailored to client objectives and risk profiles.

David Krawczyk is a CFP® professional with two years of industry experience, currently with Rockbridge Investment Management, LLC. Prior to joining Rockbridge, he worked at Firley, Moran, Freer & Eassa, CPA for six years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm emphasizes diversified, low-cost portfolios primarily composed of index mutual funds and ETFs, with investment strategies tailored to each client's objectives and risk profile.

Nicholas Stancato is a CFP® professional with five years of industry experience. He has worked at Rockbridge Investment Management, LLC for eight years and at Creative Planning, LLC for one year. Prior to his advisory career, he was employed at General Electric for eleven years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm manages roughly $1.84 billion across about 1,500 client relationships, focusing on diversified, low-cost portfolios primarily composed of index mutual funds and ETFs, with asset allocations tailored to clients' objectives and risk profiles.

Robert Ryan is a financial advisor at Rockbridge Investment Management, LLC with 4 years of industry experience. He previously worked at Disciplined Capital Management from 2015 to 2021. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans, providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs, diversified portfolios with regular rebalancing, and offers pension consulting and participant education without account minimums.

Zachary De Bottis is a CFP® certificant with five years of industry experience. He has worked at Rockbridge Investment Management, LLC for seven years and at Creative Planning, LLC for one year. Prior to his financial advising career, he spent four years at SUNY Geneseo University. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm uses a diversified, low-cost investment approach centered on index mutual funds and ETFs, with portfolios tailored to clients’ objectives and risk profiles.

Anthony Farella is a CFP® professional with five years of industry experience. He is currently with Creative Planning, LLC and was previously with Rockbridge Investment Management, LLC for 18 years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm emphasizes diversified, low-cost portfolios using index mutual funds and ETFs, tailoring asset allocation based on client objectives and risk profiles.

Craig Buckhout is a CFA® charterholder with 18 years of experience at Rockbridge Investment Management, LLC and a total of five years in the financial industry. His previous experience includes six years at Disciplined Capital Management and one year at Creative Planning, LLC. Rockbridge Investment Management serves individual clients, nonprofits, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm emphasizes diversified, low-cost portfolios primarily composed of index mutual funds and ETFs, tailored to client objectives and risk profiles.

Adam Underwood is a CFP® with seven years of industry experience, currently affiliated with Rockbridge Investment Management, LLC. He has worked at Creative Planning, LLC and Equitable Advisors, among other firms. Rockbridge Investment Management serves individuals, nonprofits, businesses, and retirement plans by providing discretionary and non-discretionary investment management and financial planning services. The firm uses diversified, low-cost portfolios focused on index funds and ETFs, tailoring asset allocation to client objectives and risk profiles.