Amanda Dorolek is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses. She has experience in tax consulting and business development from 2023 to 2026 and spent 17 years with the New York State Department of Taxation and Finance. Amanda is also involved with Wack Enterprises DBA Sundae CPA. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks, and bonds, combining various analytical strategies to align with client objectives and risk tolerance.

John Chiavetta is a ChFC® credentialed financial advisor with 39 years of industry experience, currently serving at GWN Securities Inc. since 2004. Outside of his advisory role, he serves as financial secretary for the Parish of Our Lady PNCC and participates as a committee member of the OLMC Cemetery Association in Brant, NY. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, with a notable focus on market-timing and momentum-based trading strategies in its legacy programs.

Jacqueline Byrne is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Allen Judkins is a financial advisor at Key Investment Services LLC with a Series 66 credential. He has been with the firm since 2026 and has prior experience at several financial institutions including KeyBank, Bank of America, Merrill, and Citizens Bank. Outside of finance, he has operated a pet supplies business. Key Investment Services LLC serves individuals, trusts, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in investment decisions and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

John Cuddihy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation from 2013 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Monica Loretto is a financial advisor with UBS Financial Services in North Collins, NY, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1997. Outside of her advisory role, she is involved in the sales and servicing of recreational vehicles through Meyers RV Superstore. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Douglas Lafay is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at firms including Franklin Templeton and Cadaret, Grant & Co., and currently serves as president of Lafay Strategies Group, Inc. and Concord Wealth Management, both investment-related entities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Richard Andersen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at INVEST Financial Corporation before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.