John G. Ullman & Associates, Inc

Sarah Collier is a financial advisor at John G. Ullman & Associates, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at the firm since 2018. Her previous roles include legal positions and work with the NYS Department of Agriculture. John G. Ullman & Associates, Inc. provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm manages over $1.38 billion in assets, focusing on balanced, value-oriented portfolios with low-to-moderate risk allocations tailored to clients’ goals.

Joseph Ashton is a financial advisor at John G. Ullman & Associates, Inc., holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he held positions at Community Bank NA, Corning Credit Union, and various other employers. John G. Ullman & Associates, Inc. provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm emphasizes balanced, value-oriented portfolios with a focus on low-to-moderate risk allocations and employs fundamental and technical analysis tailored to clients’ goals.

Lynda Lander is a CFP® professional at John G. Ullman & Associates, Inc. with nine years of experience, including four years at Walgreens Pharmacy prior to joining her current firm. She is based in Horseheads, NY. John G. Ullman & Associates serves individual and high-net-worth clients as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, using a value-based investment approach focused on strategic asset allocation and individual security selection.

Kathryn Gerwig is a CFP® with 11 years of industry experience, currently working with John G. Ullman & Associates, Inc., where she has been part of the team since 1987. The firm provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. They focus on balanced, value-oriented portfolios with a low-to-moderate risk approach, generally serving clients with at least $250,000 in investable assets.

Daniel Coakwell is a financial advisor at John G. Ullman & Associates, Inc., holding a Series 65 designation with one year of industry experience. Prior to his current role, he was affiliated with Colgate University, Ithaca College, and Yale University. Outside of finance, he has worked as a professional classical singer and vocalist since 1999, performing as a freelance tenor with various music organizations. John G. Ullman & Associates serves individual and high-net-worth clients as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations. The firm combines discretionary portfolio management with financial planning, focusing on value-based investment analysis and managing portfolios primarily at the family level with an emphasis on low-to-moderate risk positions.

Lisa Caracci is a financial advisor at John G. Ullman & Associates, Inc with a Series 65 designation and two years of industry experience. Prior to joining John G. Ullman & Associates, she worked at Hardinge, Inc and was involved with Steuben County Habitat for Humanity for nine years. John G. Ullman & Associates serves individual and high-net-worth clients as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, generally focusing on relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, applying a value-based investment approach that emphasizes strategic asset allocation and individual security selection.

Jase Merrill is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining John G. Ullman & Associates in 2021, he worked at WB Mason and Merrill Business Products. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing accounts with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

Karen Meriwether is a CFP® professional with over 30 years of experience at John G. Ullman & Associates, Inc., where she has worked since 1984. She holds Series 63 and Series 65 licenses and is based in Corning, NY. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

Derek Doyle is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining John G. Ullman & Associates, he worked at Rhinebeck Bank for two years and Subway for five years. John G. Ullman & Associates provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm focuses on balanced, value-oriented portfolios with low-to-moderate risk allocations and manages over $1.38 billion in client assets.

Andrew Baron is a CFP® professional with nine years of industry experience, currently serving at John G. Ullman & Associates, Inc. since 2017. Prior to this, he worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2014 to 2017. John G. Ullman & Associates, Inc. provides discretionary investment management and comprehensive financial planning for individuals, high‑net‑worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm focuses on balanced, value‑oriented portfolios with a low‑to‑moderate risk approach and manages over $1.38 billion in assets across more than one thousand client families.

Jakob Brost is a financial advisor at John G. Ullman & Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Lake Road Advisors. Outside of finance, he has experience in the brewing industry with Liquid Shoes Brewing. John G. Ullman & Associates serves individual and high-net-worth clients as well as charitable institutions, providing discretionary portfolio management and financial planning. The firm emphasizes value-based investment analysis, managing portfolios primarily at the family level with a focus on low-to-moderate risk.

Logan Dibble is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 credential and has experience in both financial services and academia, including roles at First Heritage Federal Credit Union, Guthrie & Company, PC, and teaching positions at Slippery Rock University and Mansfield University. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, generally working with relationships of at least $250,000 in assets. The firm combines strategic asset allocation with individual security selection, focusing on value-based analysis and managing portfolios with an emphasis on low- to moderate-risk positions.

Shawn Twigg is a CFP® with five years of industry experience, currently serving as a financial advisor at John G. Ullman & Associates, Inc. He previously worked at Cetera Investment Advisers LLC and Comprehensive Financial Group among other firms. Outside of his advisory role, he is involved in logging and timber harvesting as a part-time equipment operator. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, generally focusing on relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and managing portfolios primarily at a family level with a focus on low-to-moderate risk.

Alexander Chacho is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 designation and has been with the firm since 2022. Prior to that, he worked at Corning Credit Union and H&R Block. John G. Ullman & Associates, Inc. provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm focuses on balanced, value-oriented portfolios with low-to-moderate risk allocations and manages over $1.38 billion in client assets.

Peter Winnett is a CFP® with four years of industry experience, currently serving as a financial advisor at John G. Ullman & Associates, Inc. He has been with the firm since 1997. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and risk-segmented portfolio management.