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.