Scott Gregory Klatt

Rise Advisors LLC provides investment advice. The private company is based in Rochester, NY. The company was founded by Scott Gregory Klatt.

NorthLanding Financial Partners LLC (NLFP) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm manages client investment portfolios primarily on a discretionary basis but may also manage portfolios on a non-discretionary basis. NLFP provides its services primarily to high-net-worth individuals, but also to a limited number of trusts, estates, charitable organizations, corporations and other business entities.

High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors.