CFP®-certified, retirement income strategy financial advisors in Corning, NY

Kristin Harrington is a financial advisor with Raymond James Financial Services, Inc. in Corning, NY, holding a Series 66 designation and 18 years of industry experience. She has worked with Corning Credit Union since 2010 and is also associated with Wealth Strategies, a support company where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a broad advisor network.

Rebekah Eason is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked with Rooted Planning Group since 2018 and has prior experience in tax preparation and small business operations. Outside of financial advising, she runs a craft business called She Shed Creations, LLC, and volunteers with Advisors Give Back, providing pro-bono financial assistance. Rooted Planning Group offers individualized financial planning and portfolio management to individual and high-net-worth clients, as well as retirement plan sponsors. The firm manages diversified portfolios with discretionary authority, including the use of options strategies, and provides pension consulting with an emphasis on participant education and workshop services.

Mark Cornfield is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has worked at Merrill since 1994 and concurrently at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shane Alsworth is a CFP® with 16 years of industry experience and is a principal advisor at Alsworth Capital Management, LLC, where he has worked since 2015. Prior to founding Alsworth Capital Management, he was with Cadaret, Grant & Co., Inc. from 2015 to 2022. He serves as chairman of the Finance Council at St. Mary Our Mother Parish & School in Horseheads, NY. Alsworth Capital Management, LLC is an SEC-registered investment adviser managing approximately $97 million for around 171 clients. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a primarily long-term, value-oriented investment approach based on fundamental analysis and strategic asset allocation.

If you're a successful couple approaching retirement and the financial picture is getting more complex, there's a good reason to work with a financial planner. When you work with the team at Lake Road Advisors, you'll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater confidence. When you meet with one of our financial planners, we'll get to know you and understand your financial life. Then, depending on your goals, we'll help you: - Build a complete, well-organized understanding of your financial situation - Understand where your money is going and align spending with your goals - Invest wisely with a simple, low-cost, diversified approach designed to build wealth over time - Plan for college costs without putting your own retirement at risk - Map out a realistic, personalized plan for retirement and your next chapter - Stay on track with ongoing guidance as new questions and life changes come up There's no such thing as one "perfect" financial solution. You need a plan shaped to fit your priorities and put you on a clear path forward. Our role is to understand what matters most to you, provide the tools and education to build that plan together, and support you as life changes along the way.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.