Rockbridge Investment Management, LLC

Adam Gagas is a financial advisor at Rockbridge Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Rockbridge since 2021. Gagas serves as a director at Pathfinder Bank and owns a commercial real estate business, Gagas Realty Corp. Rockbridge Investment Management serves individuals, nonprofits, business entities, and pension/profit-sharing plans, providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passive index-based portfolios with diversified asset allocation and offers pension consulting and participant education for employer-sponsored retirement plans.

Patrick Rohe is a CFP® professional at Rockbridge Investment Management, LLC with 17 years at the firm and five years of industry experience. He holds the Series 66 designation and is based in Syracuse, NY. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans, providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs with diversified, regularly rebalanced portfolios and offers additional services such as pension consulting and participant education for employer-sponsored plans.

Claire Ariglio is a financial advisor at Rockbridge Investment Management, LLC with four years of industry experience. She holds a Series 63 designation and has been with Rockbridge since 2015. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans by providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index mutual funds and ETFs, diversified asset allocation, and regular portfolio rebalancing while acting as a fiduciary for retirement accounts.

David Carroll is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockbridge Investment Management, LLC in Syracuse, NY. He has been with Rockbridge since 2014. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and retirement plans, offering investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passive index investing across diversified asset classes with regular rebalancing and provides additional services such as pension consulting and participant education for employer-sponsored plans.

David Krawczyk is a CFP® and PFS™ professional with one year of experience, currently serving at Rockbridge Investment Management, LLC. Prior to joining Rockbridge, he worked at Firley, Moran, Freer & Eassa, CPA, and Fust Charles. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans by providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs across diversified asset classes, with a focus on low-cost, regularly rebalanced portfolios.

Nicholas Stancato is a CFP® professional with eight years at Rockbridge Investment Management, LLC and a total of four years in the financial industry. Prior to joining Rockbridge, he worked at General Electric for eleven years. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans by providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm focuses on passively managed index funds and ETFs, emphasizes diversified portfolios with regular rebalancing, and offers pension consulting and participant education without account minimums.

Zachary De Bottis is a CFP® professional with four years of industry experience, currently serving at Rockbridge Investment Management, LLC since 2019. Prior to joining Rockbridge, he worked at SUNY Geneseo University for four years. Rockbridge Investment Management provides discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and tax preparation services to individuals, nonprofit organizations, business entities, and pension/profit-sharing plans. The firm emphasizes passively managed index funds and ETFs, diversified asset allocation, and regular rebalancing, while offering additional services such as pension consulting and participant education for employer-sponsored retirement plans.

Anthony Farella is a CFP® professional with 18 years at Rockbridge Investment Management, LLC in Syracuse, NY. He has four years of industry experience. Rockbridge Investment Management serves individuals, nonprofits, business entities, and pension/profit-sharing plans with investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs, diversified portfolios with regular rebalancing, and provides pension consulting and participant education for employer-sponsored plans.

Craig Buckhout is a CFA® charterholder with 18 years at Rockbridge Investment Management, LLC and 6 years previously at Disciplined Capital Management. He has a total of 24 years of industry experience. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans, providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs, diversified portfolios with regular rebalancing, and offers pension consulting and participant education for employer-sponsored retirement plans.

Adam Underwood is a CFP® with seven years of industry experience. He is currently with Rockbridge Investment Management, LLC, where he has worked since 2022. Prior to that, he was with Equitable Advisors and AXA Advisors. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans by providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs, diversified portfolios, and regular rebalancing while acting as a fiduciary for retirement accounts.

Riley La Vancha is a financial advisor at Rockbridge Investment Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. Outside of his advisory role, he serves as a board member for Devins Rec Room, a nonprofit organization in Syracuse, NY focused on supporting individuals in alcohol and drug recovery. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans by providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm’s investment approach emphasizes passively managed index funds and ETFs, diversified asset allocation, and regular rebalancing, while offering additional services such as pension consulting and participant education.