Rochester, NY West Metro Park Office

Andrew Kalinowski is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding a Series 63 designation and over 53 years of industry experience. He has been with Lifemark since 1985 and also works as an independent insurance agent specializing in life, long-term care, and disability insurance. Additionally, he serves as a board director of DMG, an insurance marketing organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering various managed account programs tailored through risk assessments and managed on discretionary or non-discretionary bases.

Samantha Beverley is a financial advisor with Lifemark Securities Corp., holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at PRUCO Securities, The Prudential Insurance Company of America, and National Life Group. In addition to her advisory work, she is an author of educational children’s books through Kindle Direct Publishing. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and both discretionary and non-discretionary account management.

Alexei Casolari is a financial advisor at LifeMark Securities Corp. with six years of industry experience. He holds a Series 66 designation and has worked in various roles including as an independent insurance agent since 2022 and at LifeMark Securities since 2019. Prior to that, he held positions at Family First Federal Credit Union, State Farm, and in the entertainment and hospitality industries. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with a range of managed account programs and uses platform tools to support personalized portfolio management.

Jeffrey Hanretty is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at National Asset Management, National Securities Corporation, and his own firms, Jeffrey W. Hanretty & Associates and Hanretty & Harloff PA, LLC. Outside of advisory work, he operates a CPA practice under Jeffrey W. Hanretty CPA & Associates. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments with discretionary and non-discretionary management options.

Natalia Zimnoch is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes positions at Mass Mutual and ownership of Zimnoch Financial Group. Outside of advisory work, she is active as a disc jockey at private events and provides educational cryptocurrency consulting. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, providing programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven, utilizing risk assessments and managed on discretionary or non-discretionary bases, with custody maintained through third-party custodians.

Nicholas Delgaizo is a financial advisor at Lifemark Securities Corp. in Rochester, NY, holding a Series 66 designation with nine years of industry experience. He has been with Lifemark since 2017 and also works as an independent insurance agent specializing in the sale and service of life insurance products. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using tailored, suitability-driven approaches with various managed account programs and retirement-plan consulting.