Angelo Planning Group, LLC

Meet Our Advisors This week’s advisor: Brian Provost Brian is a Partner of the Angelo Planning Group, LLC and has been in the financial industry for over 10 years. He has focused his practice on working closely with families to help piece together their financial puzzle, and ensure they are on track to accomplish all their financial goals. He does this by understanding each client’s unique situation and provides them with a plan that is tailored to their specific needs.... Brian’s services include retirement planning, insurance planning, college planning, asset management, and estate planning. By working in conjunction with the other specialists in his group, he is able to provide the highest level of service in each planning area while concentrating on strengthening the relationships with his clients to gain a greater understanding into their situation. Brian has lived in the Rochester area his whole life, and currently resides in Churchville with his wife and three children. He enjoys golfing, reading, and spending time with his family.

Meet Our Advisors This week’s advisor: John Podleski John’s professional experience includes seven years in practice as a CPA followed by 13 years in corporate managerial positions at a local SEC registered company. Since 1999 John has been providing comprehensive financial planning.... Comprehensive financial planning provides education and information to clients to be able to make informed decisions. The objective is to determine my client’s short and long term financial goals and mutually determine what strategies can be used to accomplish these goals. Ongoing reviews allow revisions to be made to reflect changes in the economy and changes in their personal lives. John and Lore have been married for 31 years and reside in Greece. Their daughter Sarah is a Marine Biologist and their son Brian is pursuing his Master’s Degree in Architecture.

Meet Our Advisors This week’s advisor: Joseph Palma Joe holds FINRA Securities Registration Series 7 and 66 as well as the New York State Life and Health License. He is licensed to offer securities and advisory services in New York, New Jersey, Connecticut, and Texas.... Joe strongly believes that the financial planning process should not be a series of transactions; rather it should be a relationship-based partnership. With that in mind, he takes pride in working with all of his clients on personal level, earning trust in a relaxed professional manner and applying his faith and family values into his practice. Joe was born and raised in Rochester, NY and is an avid sports (Yankee) fan.

Meet Our Advisors This week’s advisor: Robert P. Morse Bob has been in the financial industry for more than 25 years and has received his Certified Financial Planner and Chartered Financial Consultant designations. He focuses on advanced financial strategies which include retirement planning, risk management and investment analysis.... Bob enjoys spending time with his wife and two children, reading, biking and golfing.

Meet Our Advisors This week’s advisor: Whitney W. Merrill Whit earned his BA from Union College (Schenectady, NY) in 1994. He holds FINRA securities licenses 63, 65, 24, 7 and NY, CT, and PA State Insurance Licenses. He has been in the financial services industry for over 20 years. Whit’s education, experience and professional affiliations have fostered his practical approach to offering financial products and planning services to his clients. Rather than just recommending a... combination of unrelated products, first he’ll consider your specific financial goals and investment objectives. Working together, the client(s) and Whit’s team will formulate a strategy to help address the goals. Maintaining a strong sense of community and a solid professional foundation are very important to Whit. Whit’s community activities and professional affiliations include: Awarded title of Retirement Planning Specialist based upon successful receipt of a Certificate in Retirement Planning from Wharton School of Business. CERTIFIED FINANCIAL PLANNER Five-Time National Leadership Corp. Member and Two Time Centurian, Member of Sterling Group of AXA Advisors from 2008-2010 Current Vice President of Rotary Club of Pittsford, NY Member of St. Louis Roman Catholic Church, Pittsford, NY Whit lives in Pittsford, New York with his wife and three children. He enjoys the outdoors, playing ice hockey, and reading.

Meet Our Advisors This week’s advisor: Stephan P. Meier Prior to joining the firm in 2007, Stephan honorably served the United States Navy and then earned his Associates Degree (Highest Distinction Graduate) from Bryant & Stratton Business Institute in Buffalo, NY.... Stephan relocated to Rochester in 1985 to begin his professional career at Eastman Kodak Company. During his 22 year tenure, Stephan supported many financial organizations, supply chain management and also earned his Bachelor’s Degree from Nazareth College of Rochester. Stephan holds FINRA Securities Registration Series 7 and 66 licenses as well as NYS Life and Health. He is also licensed to offer securities and advisory services in New York, New Jersey, Florida, Virginia, North Carolina and California.

Meet Our Advisors This week’s advisor: Peter M. Knittle Peter graduated from Empire State College with a bachelor’s degree in Finance. He currently holds a series 7, 6, 63, 26, life insurance, and accident and health insurance licenses. He has worked in the industry for over 10 years. Peter previously worked for ESL Investment Services before coming over to Angelo Planning Group.... Peter lives in Henrietta with his wife and three kids. He is very active in youth sports coaching and volunteering.

Meet Our Advisors This week’s advisor: Todd Harris Todd serves as the Registered Principal for the Angelo Planning Group, LLC. He is also a Senior Partner and holds the FINRA Registration Series 24 Principal License. Todd graduated from Syracuse University Phi Beta Kappa and Summa Cum Laude with a Dual Masters Degree in Chemistry and Science Education. Prior to joining the Angelo Planning Group, LLC, Todd taught Earth Science, Biology and Chemistry for 5 years at York Centr...al School and 9 years at Honeoye Falls-Lima Central School. Todd coached Track & Field and was a five-time Section V Coach of the Year. Todd enjoys skiing, biking , and basketball, as well as various home improvement projects.

Meet Our Advisors This week’s advisor: Sarah Fuller Sarah holds Certified Financial Planner and Chartered Advisor of Senior Living designations. She is a Senior Partner and has over 20 years of experience in the Financial Service Industry.... Sarah caters to the unique needs of senior clients covering such items as financial, health, psychological and sociological issues. She is a firm believer of providing professional service with integrity, objectivity, confidentiality, and professionalism. Sarah graduated from SUNY Brockport with a Bachelor’s Degree in Business Administration and a minor in Health Economics. She is an outdoor enthusiast and enjoys downhill skiing, golfing and hiking with her dog Emma.

Meet Our Advisors This week’s advisor: Matthew S. Fischer Matt graduated from St. Bonaventure University in 2009 earning his Master of Business Administration and Bachelor of Business Administration degrees. He currently holds his series 7, 66 and Life and Health licenses.... Matt has over 6 years in the financial industry, spending the first 5 years of his career at PricewaterhouseCoopers before joining Angelo Planning Group in 2014.

Meet Our Advisors This week’s advisor: Kyle Downey Kyle Graduated from Siena College in 2012, where he played Division 1 Basketball and made 2 NCAA tournament appearances for the Saints. At Siena, he studied Marketing and Economics. Kyle currently holds his Series 7, 66 and Life and Health Licenses.... Kyle believes that full financial planning is based on thoroughly understanding their financial needs and goals, for retirement, insurance, and college planning. Kyle believes that developing a trusting relationship with clients is the key in successful financial planning. Kyle understands that every client’s situation is different so working closely with clients throughout their career to give sound advice as their needs and goals change over time. Kyle has lived in the Rochester area his entire life and grew up in Fairport. He comes from a very close and athletic family. Both his brother, Kevin and sister, Christa, were collegiate stars at Canisius and Nazareth, respectively. Both his parents, Linda and Tom, were also esteemed high school coaches at Livonia High School in Volleyball and Basketball, respectively. Kyle lives in Rochester and still plays competitive basketball and also trains and coaches developing basketball players through the area.

Meet Our Advisors This week’s advisor: Robert A. Dornan Bob graduated from Niagara University with a dual major in accounting and finance in 2009. He is pursuing his MBA at Rochester Institute Technology. He currently holds his series 7, 63, 65 and Life and Health Licenses.... Bob has over 6 years in the financial industry. He has worked with 2 of the big 4 accounting firms in the Rochester Area including Deloitte & Touche LLP, and PricewaterhouseCoopers. He has worked in both the assurance and advisory services area, including audit and personal income taxes. Throughout college Bob worked with the Angelo Planning Group in different respects including fund research and creating model portfolio allocations.

Meet Our Advisors This week’s advisor: Robb Delisanti Robb is a Senior Partner and the Director of Investment Management Accounts with the Angelo Planning Group, LLC. Robb is responsible for implementing and monitoring investments for clients in order to help them reach their investment goals. Robb has been a financial planner since 2001.... Robb is committed to providing his clients with the necessary information to assist them in making important financial decisions. Robb’s passion is money management and he has helped hundreds of clients properly manage their investments such 401Ks and IRAs. Robb believes that financial planning is a foundational step necessary to create proper portfolios for his clients. Robb currently resides in Canadice, NY with his wife Betsy and their three children. He enjoys time with family and being outdoors.

Meet Our Advisors This week’s advisor: Rob Conderman Rob earned his bachelor’s degree in Business Administration from the State University of NY at Fredonia. He holds FINRA securities licenses 66, 7 and NY State Insurance License. He has been in the financial services industry for over 17 years, in various positions.... Rob’s clear focus is building life-long relationships with his clients. He strongly believes in the philosophy of guiding with the heart of a teacher. Rob enjoys coaching on his daughter’s soccer team, the Greece Cobras. He also plays racquetball, tennis, and golf (poorly). He resides in Greece with his wife Tracy and their children Taylor and Jaden. He is an active member in Hope Lutheran in Greece.