Bouchey Financial Group, Ltd.

Paolo La Pietra is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with six years of industry experience. He has worked at Bouchey Financial Group since 2018 and previously held positions at Morgan Stanley and KeyBank. Bouchey Financial Group advises individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term investment approach with tactical adjustments as needed.

Steven Bouchey is a CFP® with six years of industry experience and is affiliated with Bouchey Financial Group, Ltd., where he has worked since 1995. He is part of an 11-advisor team based in Troy, NY. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations with wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach across mutual funds, equities, fixed income, ETFs, and unaffiliated Independent Managers, complemented by ongoing oversight and tactical adjustments as needed.

Martin Shields is a CFP® with 14 years of experience at Bouchey Financial Group, Ltd. in Troy, NY. He has been with the firm since 2012 and holds a Series 65 license. Bouchey Financial Group, Ltd. provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm employs a multi-advisor team structure and manages approximately $1.6 billion in assets, emphasizing a long-term investment approach with tactical adjustments as needed.

John Millet is a Series 65-licensed financial advisor with Bouchey Financial Group, Ltd. in Troy, NY, where he has worked for four years. He has a total of two years of industry experience and previously spent seven years at Bouchey & Clarke Benefits, Inc. Outside of his advisory role, he devotes a portion of his time to insurance sales. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, employing a long-term investment approach while allowing tactical adjustments to meet client objectives.

Catherine Buck is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with two years of industry experience. Prior to joining Bouchey Financial Group, she worked at Canton Potsdam Hospital and Key Bank NA. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations with wealth and investment management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor team approach and primarily allocates client assets among mutual funds, equities, fixed income, ETFs, and independent managers, combining financial planning with portfolio oversight.

Vincenzo Testa is a CFP® professional with three years of industry experience, currently serving at Bouchey Financial Group, Ltd. He has prior experience at KPMG LLP, BST & Co CPAs LLP, and Cusack and Company CPAs. In addition to his advisory role, Testa operates a sole proprietorship tax practice, providing tax preparation and compliance services. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, and retirement plan advisory services, employing a blend of long-term portfolio strategies with tactical adjustments and ongoing oversight of independent managers.

Ryan Bouchey is a CFP® professional with five years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2012 with a brief period at New Age Wealth Advisors LLC. He also serves as a consultant to New Age Wealth Advisors, advising on asset allocation and operational matters. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, employing a long-term investment approach complemented by tactical adjustments.

Harmony Wagner is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with five years of industry experience. She has been with Bouchey Financial Group since 2016. Bouchey Financial Group, Ltd. advises individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor team structure and combines financial planning with portfolio management, allocating assets primarily among mutual funds, equities, fixed income, ETFs, and unaffiliated Independent Managers.

Samantha Masey is a CFP® professional with three years of experience in the financial industry. She has been with Bouchey Financial Group, Ltd. since 2021, following four years at PetroSkills Oil and Gas Training. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, discretionary portfolio management, and financial planning services, with a multi-advisor team approach and approximately $1.6 billion in assets under management.

David Clarke Jr. is a financial advisor at Bouchey Financial Group, Ltd. in Troy, NY, holding Series 63 and Series 65 designations with 14 years of industry experience. He previously worked at Ayco, a Goldman Sachs Company, for eight years before joining Bouchey Financial Group in 2020. Clarke also serves as a compensated board member of the Capital Hockey Association. Bouchey Financial Group advises individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations, offering wealth management, investment management, discretionary portfolio management, and financial planning services. The firm employs a primarily long-term investment approach with tactical adjustments and operates as a multi-advisor team managing approximately $1.6 billion in assets.

Scott Strohecker is a CFP® professional with two years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2023. Prior to this, he spent nine years at Capital Financial Services, LLC. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, combining financial planning with portfolio management and maintaining a generally long-term investment orientation.