Caruso McLean & Co., Inc.

David Hamlin is a CFP® professional with 10 years of experience in financial advising. He is currently with Caruso McLean & Co., Inc. and also works with Empire Retirement Plans, LLC. Outside of his advisory roles, he serves as a notary public. Caruso McLean & Co., Inc. serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering services including asset management and financial planning. The firm uses model portfolios based on modern portfolio theory, investing primarily in mutual funds and ETFs, and manages approximately $249 million in assets across 104 client relationships.

Gregory Mclean is a financial advisor at Caruso McLean & Co., Inc. in Utica, NY, with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Caruso McLean & Co., Inc. since 1988, as well as with Osaic Wealth, Inc. since 1989 and Empire Retirement Plans, LLC since 2025. Outside of his advisory roles, he serves as President of the Board of Trustees for the Thousand Island Land Trust, a nonprofit organization. Caruso McLean & Co., Inc. serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering asset management, consulting, and financial planning services. The firm employs five model portfolios based on modern portfolio theory, primarily investing in mutual funds and ETFs, and manages approximately $249 million in assets across about 104 client relationships.

Kevin Conway is a financial advisor at Caruso McLean & Co., Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Caruso McLean & Co., Inc. since 2013. Conway serves as associate treasurer on the Clinton Central School Foundation board and holds trustee and board member roles with several nonprofit organizations in the Utica, NY area. Caruso McLean & Co., Inc. serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses modern portfolio theory to construct portfolios across five model allocations, primarily investing in mutual funds and ETFs, and manages both discretionary and non-discretionary accounts.

Stephen Caruso is a financial advisor with Caruso McLean & Co., Inc. in Utica, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Caruso McLean & Co., Inc. since 1996 and also works with Empire Retirement Plans, LLC. Caruso McLean & Co., Inc. serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $249 million in assets. The firm employs five model portfolios ranging from Conservative to Aggressive, applying modern portfolio theory with a focus on mutual funds and ETFs, and manages accounts primarily on a non-discretionary basis.