Paul Sydlansky

On her website, it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.” In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.” Many know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting its sixth year! Education and Experience: - Amy holds a Master’s Degree in financial planning - Certified Financial Planner TM - Enrolled Agent - Certified College Financial Consultant - Certified Financial Therapist TM - Over 30 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC) who uniquely, at the age of 44, decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.

Marco Hickey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member of the Cornfield Group since June 2010. He holds the Chartered Financial Analyst (CFA) designation, earned in August 2014, as well as FINRA Series 7, Series 66, and Series 9 securities registrations, and a State Insurance License. With over 15 years of experience, Marco focuses on goals-based wealth management, delivering tailored and tax-efficient asset allocation strategies for individuals and small businesses. His areas of expertise include college education planning, philanthropic planning, managing new wealth, socially responsible and ESG investing, tax minimization, retirement income, and small business strategies. Marco holds a Bachelor of Science degree in Economics from Elmira College. He is an active member of Rotary International and participates in community service through Meals on Wheels. Marco is proficient in English and Italian.