Broker Check

Who We Are

You Create Content, We Help You Create and Maintain Wealth

We’re Private Wealth Advisor’s for Creatives. …. We create unique, highly personalized financial plans that are designed to systematically achieve your goals. Our commitment is to collaborate with you to ensure you receive the very best service.

Daniel Cusato

Financial Planner



Daniel specializes in Comprehensive Financial Planning for Creatives. He saw firsthand how important the need for Financial Planning was when his wife, Teegan, started her career on YouTube and his sister Gianna began her career in the Performing Arts. The lack of Financial Guidance & Resources for this demographic sparked his interest in providing services for entrepreneurial ventures, Business Owner Planning and Retirement Planning.

"Our process allows us to assess our clients’ entire financial picture across, legal, accounting, insurance, and investment perspectives, in conjunction with their legal and tax advisor, to provide the confidence and clarity they deserve in their financial plan."

Dan graduated from St. John Fisher University with a Bachelors in Sport Management. After spending 2 seasons with the Buffalo Bills, he decided to pursue a career in Financial Services. Dan currently resides outside of Rochester New York with his Wife Teegan and Daughter Kahlan.

Dan holds FINRA Series 7, 66 and 63 registrations and is licensed in Life Insurance in New York. Outside of work and his community involvement, Dan is a sports enthusiast and a huge Minnesota Vikings fan (SKOL) and is a big-time gamer.

Bruce Charleton, MBA, CLTC, CBEC

Financial Planner


Bruce focuses his practice in the areas of retirement, business, and estate planning strategies for high-net-worth families.  He utilizes a planning approach that helps clients identify both coordination gaps and financial planning opportunities.  Using an array of sophisticated financial planning tools, Bruce develops a financial plan that is customized to each client’s unique situation.

Bruce works with business owners to help them solve the complex problems they face with creative, economically viable solutions based on experiences gained over his lifetime.  Thus, enabling clients to accumulate, preserve, and protect wealth for themselves, their families, and future generations.

Bruce has earned designations as a Certified Business Exit Consultant (CBEC) as well as Certification for Long-Term Care (CLTC).  He also holds his Series 66 and 7 registrations as well as insurance licenses in several states.

Bruce holds his Bachelors in Finance from Canisius College in Buffalo and received his MBA from the University of Rochester. Prior to working at Lincoln, Bruce has served as a Global Account Manager with AT&T, a Business Relationship Manager at Citigroup, and an Investment Officer at Chase Manhattan Bank. 

Bruce and his wife, Yvette live in Victor, NY. They have three children: Teegan, John, and Sydney.

Courtenay Catalfamo

Financial Planner


As a financial planner, Courtenay works with successful individuals in the areas of retirement and investment planning, as well as insurance. Utilizing sophisticated planning tools, she designs and implements financial plans customized to the client’s specific situation and needs. She is meticulous in ensuring all client’s needs are met, providing an extraordinarily high level of service. Courtenay enjoys helping clients achieve their personal and financial goals. 

Courtenay has been working in the financial services industry since 2012. She holds her Series 7 and Series 66 registrations, as well as her Life, Accident, and Health Insurance license. She also attends annual training conferences to continuously learn about the ever-changing industry.

Prior to joining Lincoln, Courtenay attended Broome Community College in Binghamton, NY, where she earned her Associates Degree in Financial Services. 

Originally from Canandaigua, Courtenay now resides in Farmington, NY. She has also worked for her family-owned business since 2011.

Sydney Charleton, MBA

Client Service Representative


Sydney works with Bruce Charleton, MBA, CLTC, CBEC, Courtenay Catalfamo, and Daniel Cusato. Sydney assists in preparing client review material and is instrumental in the fund analysis the team does to ensure the portfolios are well balanced and reflect ever-changing market conditions. Sydney’s analytical mind and eye for detail allows her to assist the team and ensure clients receive the highest quality of care.

After interning for several years during college, Sydney joined Bruce’s practice full time in 2023.  Sydney is a recent University at Buffalo graduate, with a bachelor’s degree in Business Administration and a master’s degree in Finance.

She lives in Victor, NY with her family.

Michelle Mallery

Client Service Manager


Michelle works with Bruce Charleton, MBA, CLTC, CBEC. Michelle prides herself on attention to details with all her client interactions, insuring what matters most to the client will be addressed, questions answered, and client accounts are established and maintained with proper attention and accuracy.

She has been working directly with Bruce for a number of years, supporting his clients in the Southern Tier area of New York, out of his Vestal office. Michelle has a strong ability to forge a deep understanding with clients which has created lasting relationships.

Prior to joining Bruce’s team, she spent 13 years in the financial service industry with a Top 5 International Bank. Michelle started out as a Client Service Specialist and was promoted to an Assistant Manager position with them.

Michelle lives in Binghamton with her husband Chris and twin boys, Joshua and Ryan.


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