Oak Crest Advisory, LLC

Bryan Gray is a CFP® professional with seven years at Oak Crest Advisory, LLC and a total of four years in the financial advisory industry. He previously worked at Marsh Advisors and Mirshy Financial, and he also owns and operates Bryan M. Gray, CPA, PC., providing tax and accounting services. Oak Crest Advisory offers investment advisory and financial planning services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a strategic asset allocation framework with a generally passive management approach, incorporating equities, fixed income, ETFs, and cash, and provides regular account reviews and additional services such as pension consulting and participant education.

Michael Strong is a financial advisor with Oak Crest Advisory, LLC in Rochester, NY, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has worked at Leigh Baldwin & CO., LLC since 2012 and Mirsky Financial Management Corp from 2011 to 2020. Outside of his advisory role, he is involved in insurance sales, including term, long-term care, and disability insurance, and assists with Medicare enrollment during open enrollment periods. Oak Crest Advisory provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plans. The firm employs a generally passive investment approach with strategic asset allocation and offers discretionary management, financial planning, and pension consulting services.

Gregory Mulbury is a financial advisor with Oak Crest Advisory, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Marsh Advisors, Leigh Baldwin & Co., Mirsky Financial Management, and LPL. Oak Crest Advisory provides investment advisory and financial planning services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a strategic asset allocation framework with a generally passive management approach, complemented by discretionary asset management, modular financial plans, and pension consulting services.