We consist of five Financial Advisors representing over $335 million in assets under management (as of December 31, 2023) for more than 600 clients. The group approach provides many benefits to the clients we serve. Our combined knowledge and experience allows us to utilize the strengths of each individual within the group.   There are so many areas that affect an individual’s financial life (investment planning, tax-efficient strategies, retirement planning, estate planning strategies) that we rely on the group’s ability to gather information, analyze the impact it will have on our clients, and bring the relevant information to the client.

Wells Fargo Advisors Financial Network and Ace Financial Group Advisors are not legal or tax advisors.

Lori Ace Facinelli, Managing Principal and Senior Financial Advisor, graduated from Rochester Institute of Technology with her Bachelor of Science degree in 1990.  She obtained her series 7 securities registration in 1992 and her CIMA® (Certified Investment Management Analyst) designation from IMCA (Investment Management Consultants Association) in 2007. 

Greg Facinelli, Senior Financial Advisor, graduated from Clarkson University with his Bachelor of Science degree in 1988 and obtained his series 7 securities registration in 2005.

Don Hoyt, Financial Advisor, graduated from Genesee Community College with his Associate of Applied Science in 1981 and further attended Jacksonville University.  He obtained his series 7 securities registration in 1999.

Stephen Calabrese, Financial Advisor, graduated from St. John Fisher with his Bachelor of Science degree in 1991 and obtained his series 7 securities registration in 2021.

Ryan Facinelli, Financial Advisor, graduated from Ithaca College with his Bachelor of Science degree in 2022 and obtained his series 7 securities registration in 2023.