Matthew Darcy is a CFA® charterholder with three years of experience in the financial services industry. He has been with Seneca Financial Advisors LLC since 2021, following a prior role at Key Bank National Association. Seneca Financial Advisors advises individuals, high-net-worth households, trusts, estates, and business entities, providing comprehensive financial planning, investment management, tax planning, and trustee services. The firm utilizes strategic asset allocation models and a limited tactical overlay in portfolio management, integrating in-house tax functions and accommodating complex client situations.

Zachary Erskine is a CFP® professional with seven years of industry experience and has been with Seneca Financial Advisors LLC since 2011. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, providing comprehensive financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, and incorporates a limited tactical overlay and borrowing in separately managed accounts as part of its investment approach.

Christina Larkin is a CFP® professional with two years of industry experience, currently working at Seneca Financial Advisors LLC in Rochester, NY. Her prior work includes roles at Vireo Group and Sciarabba Walker & Co., LLP. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, offering services such as financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models and incorporates an in-house tax function alongside its investment advice.

Stephen Green is a financial advisor at Seneca Financial Advisors LLC with 16 years at the firm and 5 years of industry experience. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by providing comprehensive financial planning, investment management, tax planning and preparation, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, incorporating a limited tactical overlay and occasionally borrowing in separately managed accounts.

Scott Lefebre is a financial advisor at Seneca Financial Advisors LLC in Rochester, NY, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with Seneca Financial Advisors since 2010. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by offering comprehensive financial planning, investment management, tax planning, and trustee services. The firm employs strategic asset allocation with selective tactical overlays and integrates an in-house tax function, managing approximately $847 million in client assets.

Elizabeth Raabe is a CFP® professional with 22 years of industry experience. She has been with Seneca Financial Advisors LLC since 2020 and previously worked at Frontier Wealth Management, LLC and Highwater Wealth Management LLC. She is based in Denver, CO, and holds Series 63 and Series 65 licenses. Seneca Financial Advisors advises individuals, high-net-worth households, trusts, estates, and business entities, offering comprehensive financial planning and investment services. The firm combines strategic asset allocation with a limited tactical overlay and integrates an in-house tax function, managing approximately $847 million in client assets.