Rise Advisors, LLC

Mark Lewis is a financial advisor with Rise Advisors, LLC and holds a Series 65 designation. He has over 19 years of industry experience, including academic roles at Alfred University from 2010 to 2026 and since 2026. Lewis serves as a trustee for the Seventh Day Baptist Memorial Fund, overseeing charitable activities. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs strategic asset allocation with an emphasis on ETFs and uses a combination of model and custom strategies to align portfolios with client objectives.

Mark Jones is a CFP® professional with 24 years of experience in the financial industry. He is currently with Rise Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Outside of advising, he serves on the board of the Cornell Club of Rochester, is an adjunct professor at St. John Fisher College, and is a board member of the Tree of Hope Foundation. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm generally manages client portfolios on a discretionary basis using strategic asset allocation with an emphasis on ETFs, employing custom and model strategies along with various investment vehicles tailored to client goals.

Charles Lovejoy is a financial advisor with Rise Advisors, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Crump, KAFL, MML Investors Services LLC, and MassMutual Life Insurance Company. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation with regular rebalancing, primarily using ETFs alongside mutual funds, individual securities, and alternative investments.

Stephanie Kelm is a Certified Financial Planner® with seven years of industry experience. She is currently a financial planner and partner at Rise Advisors, LLC and previously worked at Mutual Securities, Inc. and NorthLanding Financial Partners, LLC. Stephanie holds life insurance agent licensure in addition to her advisory credentials. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm primarily manages client portfolios on a discretionary basis using strategic asset allocation and regular rebalancing, with an emphasis on ETFs alongside other investment vehicles.

Angelica Sudore is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to her current role, she worked at Alfred University and has experience as a New York State Life Accident and Health insurance agent. She also has a background in the food service industry, having worked at Perinton Pizza. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm generally manages client portfolios on a discretionary basis using strategic asset allocation and emphasizes ETFs alongside other investment vehicles.

Christopher Coyle is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Rise Advisors, he worked in various roles including positions at Schedule Beacon LLC and First American Equipment Finance. He has also been involved in educational roles at Alfred University and local schools. Rise Advisors provides financial planning, consulting, and portfolio management services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a discretionary investment approach focused on strategic asset allocation and regular rebalancing, utilizing ETFs, mutual funds, and other investment vehicles to align with client objectives.

Abigail Wilson is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. She joined Rise Advisors in 2024 after completing nine years as a student. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a discretionary management approach focused on strategic asset allocation and regular rebalancing, primarily using ETFs alongside other investment vehicles.

Zachary Harrington is a Series 65 licensed advisor with 11 years of industry experience. He has worked at Rise Advisors, LLC since 2020 and previously at NorthLanding Financial Partners, LLC and HIGH FALLS ADVISORS, Inc. He also operates as an independent insurance agent, offering life insurance and fixed annuity products. Rise Advisors, LLC provides financial planning, consulting, and portfolio management to a range of clients including individuals, trusts, and charitable organizations. The firm primarily manages portfolios on a discretionary basis, utilizing strategic asset allocation and a mix of investment vehicles such as ETFs, mutual funds, and alternative investments.