Post Resch Tallon Group

John Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Post Resch Tallon Group since 2004. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a top-down approach and modern portfolio theory to create diversified portfolios, incorporating fundamental analysis, third-party research, and a range of investment vehicles including derivatives in separately managed accounts.

Wendy Devinny is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. She has previously worked at Cadaret, Grant & Co., Inc. and Neubert Financial Services. Devinny also provides investment advisory services through Post Resch Tallon Group, an independent registered investment advisor, and is involved in tax preparation and accounting through WLD Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment delivery options ranging from financial planning to third-party asset management.

Ryan Wegman is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., Penn Mutual Life Insurance, and Hornor Townsend & Kent. Wegman serves on the board of directors for Cancer Support Community Rochester. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes asset allocation and diversification, using a top-down approach and modern portfolio theory, and incorporates derivatives in separately managed accounts, which is uncommon among peer team firms.

Kerry Tallon is a Certified Financial Planner® at Post Resch Tallon Group with 30 years of industry experience. He has worked with Post Resch Tallon Group since 2004 and previously with Cadaret, Grant & Co., Inc. He is also involved in insurance sales, including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a top-down, asset-allocation driven investment process that incorporates modern portfolio theory, fundamental analysis, and options and derivative strategies within managed accounts.

David Resch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Post Resch Tallon Group, Inc. for over two decades and Cadaret, Grant & Co., Inc. for 21 years. Outside of his advisory roles, he serves as a non-profit board member and HOA officer. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of financial planning and portfolio management options supported by an in-house research team and a broad platform accommodating both advisory and brokerage needs.

Samuel Post is a financial advisor at Post Resch Tallon Group in Pittsford, NY, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, Merrill, Bank of America, and Morgan Stanley. Post Resch Tallon Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a top-down, asset-allocation driven investment process using mutual funds, ETFs, listed securities, fixed income, options, and private investments, offering discretionary portfolio management and financial planning services.