Rise Advisors, LLC

Mark Lewis is a financial advisor at Rise Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been affiliated with Rise Advisors since 2024. Outside of his advisory role, he serves as a Trustee for the Seventh Day Baptist Memorial Fund, overseeing charitable activities. Rise Advisors, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, ongoing portfolio monitoring, and periodic rebalancing, tailoring portfolios to clients’ risk tolerance and time horizons.

Mark Jones is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Rise Advisors, LLC since 2020. His prior experience includes roles at Mutual Securities, Inc., Northlanding Financial Partners, LLC, and Wall Street Financial Group. Outside of his advisory work, he serves on the board of the Cornell Club of Rochester, is an adjunct professor at St. John Fisher College, and is a board member of the Tree of Hope Foundation. Rise Advisors, LLC provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation and ongoing portfolio monitoring, tailoring investment solutions to clients’ risk tolerance and time horizon.

Charles Lovejoy is a financial advisor at Rise Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Crump, KAFL, MML Investors Services LLC, and MassMutual Life Insurance Company. Rise Advisors, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation and ongoing portfolio monitoring, tailoring investments to clients’ risk tolerance and time horizon, and offers both discretionary and fiduciary retirement-plan services.

Stephanie Kelm is a financial advisor with Rise Advisors, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at NorthLanding Financial Partners, LLC and Mutual Securities, Inc. She is also licensed as a life insurance agent. Rise Advisors, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, ongoing monitoring, and periodic rebalancing, tailoring portfolios to clients’ risk tolerance and time horizon.

Angelica Sudore is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to her advisory role, she worked at Alfred University and was involved in a small business, Perinton Pizza. She is also licensed as a New York State Life Accident and Health insurance agent. Rise Advisors, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation, ongoing monitoring, and behavioral finance analysis, tailoring portfolios to clients’ risk tolerance and time horizon.

Abigail Wilson is a financial advisor at Rise Advisors, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Rise Advisors, she was a student for nine years. Rise Advisors, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, ongoing portfolio monitoring, and tailored investment solutions using a combination of fundamental, cyclical, and behavioral finance analysis.

Zachary Harrington is a financial advisor at Rise Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked previously at NorthLanding Financial Partners, LLC and HIGH FALLS ADVISORS, Inc. In addition to his advisory role, he operates as an independent insurance agent offering life insurance and fixed annuity products. Rise Advisors, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation and ongoing portfolio monitoring, tailoring investment strategies to clients’ risk tolerance and time horizon.