Daniel Duffy

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 credentials and five years of industry experience. She has been with Edward S. Green & Associates since 2010. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates serves as a financial concierge and solicitor, referring clients to an unaffiliated SEC-registered investment adviser while coordinating their education, retirement, and estate planning with other professionals. The firm does not manage assets directly but provides advisory input on non-managed assets and maintains collaborative relationships with local legal and accounting firms.

Jeffrey Lamarca is a CFA® charterholder and financial advisor at Marcellus Capital Management, LLC with 11 years of experience. He has worked exclusively at Marcellus Capital Management since 2015. Marcellus Capital Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental analysis and due diligence. The firm offers a mix of individual equities, corporate bonds, ETFs, and mutual funds tailored to client goals and risk tolerance, and is notable for its use of performance-based fees and alignment of interests through the principal’s personal investment holdings.

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.