Jeffrey Lamarca

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.

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

Jack Irwin is a financial advisor at Newman Ladd Capital Advisors, LLC with a Series 66 designation and two years of industry experience. His prior experience includes roles at Deloitte and Leigh Baldwin & CO., LLC. Outside of his advisory work, he serves as a board member of the Notre Dame Club of Central New York/Syracuse and as treasurer on the board of Paige's Childhood Cancer Fund, a nonprofit organization. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm uses fundamental and cyclical analysis in its investment process and typically manages client accounts on a discretionary basis with regular reviews and detailed reporting.

Michelle Shope is a financial advisor at Shope Advisors Group with one year of industry experience. She holds a Series 65 designation and previously spent 15 years as a homemaker before beginning her career in financial planning. Shope Advisors Group is an SEC-registered advisory firm that provides personalized financial planning, investment supervisory services, and consultation to individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million for about 83 clients and employs a diversified, medium- to long-term strategic asset allocation approach using actively managed mutual funds and ETFs.

Andrew Moen is a financial advisor with Newman Ladd Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Newman Ladd Capital Advisors since 2005 and with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach uses fundamental and cyclical analysis, managing accounts primarily on a discretionary basis with regular reviews and detailed reporting.

Ryan Pine is a financial advisor with Genesee Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Genesee Capital Advisors since 2013 and was previously employed at Purshe Kaplan Sterling Investments. Outside of his advisory role, he is an insurance agent and a member of a real estate review partnership. Genesee Capital Advisors serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes model portfolios primarily composed of mutual funds and ETFs, combining fundamental and technical analysis in a long-term investment approach while accommodating shorter-term trades for rebalancing, tax management, or cash needs.