HIGH FALLS ADVISORS, Inc.

James Englert is a CFP® professional with 28 years of experience in the financial industry. He has worked at Leigh Baldwin & Co., LLC since 2013 and has been with High Falls Advisors, Inc. since 2008. Englert is also an enrolled agent with the National Association of Enrolled Agents, providing IRS representation without compensation. High Falls Advisors, Inc. offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm integrates tax preparation, business planning, and trustee services into its offerings and utilizes model portfolios monitored by an in-house Investment Committee along with external technology and sub-advisors.

Steven Luan is a financial advisor at High Falls Advisors, Inc. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining High Falls Advisors, he worked at JB Hunt and Wells Fargo Advisors, and has experience in various roles outside the financial industry, including positions at Delta Sonic and Webster Recreational Center. High Falls Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as services for small businesses, trusts, and charitable organizations. The firm combines third-party model portfolios with in-house oversight and offers integrated tax preparation, business planning, and trustee services.

Robert Vay is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving at High Falls Advisors, Inc. in Rochester, NY. He has been with High Falls Advisors since 2006. High Falls Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm employs model portfolios and pooled strategies, supported by an in-house Investment Committee and external specialists, and integrates tax preparation and trustee services within its advisory platform.

James Mcbride is a financial advisor with HIGH FALLS ADVISORS, Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at HIGH FALLS ADVISORS since 2003 and previously spent six years with Leigh Baldwin & CO., LLC. Mcbride serves as Executive Director of the Bulrush Foundation and acts as a trustee to various trusts. HIGH FALLS ADVISORS provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm integrates investment management with tax preparation, business planning, and trustee/administrative services, utilizing model portfolios, third-party providers, and an in-house Investment Committee to manage client accounts.

Annrandyl Beach is a financial advisor with HIGH FALLS ADVISORS, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with High Falls Advisors since 2006 and also works with Leigh Baldwin & CO., LLC. In addition to advisory services, she is involved in tax preparation within her firm. HIGH FALLS ADVISORS serves primarily individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm offers discretionary portfolio management alongside tax preparation, business planning, and trustee services, utilizing model portfolios, third-party providers, and an in-house Investment Committee for account monitoring and rebalancing.

Deborah Bastow is a financial advisor at High Falls Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with High Falls Advisors since 2003. Bastow also serves as a co-trustee, assisting in coordinating financial and personal affairs, and works as a registered representative and annuity/insurance sales agent in a limited capacity. High Falls Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm combines model portfolios, third-party strategies, and in-house monitoring with integrated tax preparation and trustee services.

Robert Granish is a financial advisor at High Falls Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. and Axa Advisors, LLC. He is also a registered representative of Leigh Baldwin & Co. High Falls Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm integrates tax preparation, business planning, and trustee services into its advisory platform and employs both in-house and third-party resources to manage client accounts.

Russell Mandrino is a financial advisor at High Falls Advisors, Inc. with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Leigh Baldwin & Co., LLC since 2013 while also being with High Falls Advisors since 2007. High Falls Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, along with services for small businesses, trusts, and charitable organizations. The firm combines model portfolios and pooled strategies with an in-house Investment Committee and integrates tax preparation and trustee services into its advisory platform.

Kenneth Burke is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has eight years of industry experience and has been with High Falls Advisors since 2014. High Falls Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm combines model portfolios and pooled strategies with integrated tax preparation, business planning, and trustee services.