James Englert is a CFP® professional with 29 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. Englert is an enrolled agent with the National Association of Enrolled Agents and provides tax preparation services during the tax season. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and integrates technology to manage held-away employer retirement accounts without client login credentials.

John Klee is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Rochester, NY. His prior experience includes roles at High Falls Advisors, Inc., Seneca Financial Advisors LLC, and Russell Schwartzbeck. Outside of financial advising, he has been involved in Haroun Education Ventures and Parkleigh Enterprises Inc. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, pure-index, and specialized offerings like Buffered Equity ETFs and options-based overlays, and is distinguished by its ownership structure and industry-specific divisions.

Steven Luan is a financial advisor at Allworth Financial, L.P. in Rochester, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at High Falls Advisors, Inc., JB Hunt, and Wells Fargo Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, and corporate clients. The firm employs customized portfolio strategies, including core-satellite and defined-outcome ETFs, and utilizes both discretionary and non-discretionary management approaches.

Robert Vay is a Series 65 licensed financial advisor with 14 years of industry experience. He has worked at Allworth Financial, L.P. since 2026 and previously spent 20 years at High Falls Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized approaches such as Buffered Equity ETFs and options overlays, and is notable for its ownership structure and specialized Airline division.

James Mc Bride is a financial advisor with Allworth Financial, L.P. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC and High Falls Advisors, Inc. He serves as Executive Director of the Bulrush Foundation and acts as a trustee to various trusts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios with a variety of model strategies and employs third-party sub-advisers when appropriate.

Ann Randyl Beach is a financial advisor with Allworth Financial, L.P. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining Allworth Financial in 2026, she worked at Leigh Baldwin & CO., LLC for 12 years and at High Falls Advisors for 20 years. She also serves as a tax preparer within the tax department at High Falls Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through a variety of strategies, employing both discretionary and non-discretionary services, and incorporates technology to manage held-away employer retirement accounts.

Caleb Harris is a CFP® professional with one year of experience at Allworth Financial, L.P. in Rochester, NY. He previously worked at High Falls Advisors Inc. for four years and has a background that includes time at Delta Sonic Car Wash. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios with various model strategies and employs technology to manage held-away employer retirement accounts.

Robert Granish is a financial advisor at Allworth Financial, L.P. in Rochester, NY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC and Ameriprise Financial Services, Inc. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of model strategies and uses technology to manage held-away employer retirement accounts, and it is notable for its ownership structure and specialized offerings including an Airline division and privately offered Shorepoint income funds.

Russell Mandrino is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work experience includes roles at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized ETF approaches, and provides both discretionary and non-discretionary asset management.

Kenneth Burke is a financial advisor at Allworth Financial, L.P. in Rochester, NY, with nine years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2026, he spent 12 years at High Falls Advisors, Inc. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Jennifer Vogler is a financial advisor at Allworth Financial, L.P. with five years of industry experience. She previously worked at High Falls Advisors, Inc. for 21 years and maintains a part-time solo law practice focused on estate planning and real estate. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized approaches such as Buffered Equity ETFs and options-based overlays, and uses technology to manage held-away retirement accounts without requiring client login information.