Todd Mathison CFP®
Todd brings over a decade of experience within the financial services industry to his role at OneGroup Wealth Partners. With a robust background in servicing corporate 401(k) plans, he specializes in retirement accumulation and distribution planning, as well as asset allocation and investment selection/monitoring.
In collaboration with a client’s team of tax and legal professionals, Todd provides robust yet understandable strategies for clients to achieve their desired financial objectives.
Areas of Expertise:
Investment Management I Asset Allocation Strategies I Retirement Distribution Planning I Corporate Retirement Plans
BA in Mathematics with a Concentration in Statistics, St. Olaf College 2009
Paul A. Restante CLU®, ChFC®
Paul A. Restante is CEO, Community Bank Wealth Management and President, Community Investment Services, Inc. (CISI), a subsidiary of holding company Community Bank System, Inc. Mr. Restante is responsible for oversight of the Wealth Management Group, which delivers services for the trust (Community Bank Trust Services), brokerage (CISI), retirement plans and investment fiduciary advice, (OneGroup Retirement Advisors), investment management (Nottingham Advisors) and Financial Planning and Executive Benefits (Carta Group), Family Wealth Office (OneGroup Wealth Partners) units of Community Bank System Inc., serving the general marketplace and the branch network in New York and Pennsylvania, Vermont and Florida. He maintains oversight of the brokerage operations of CISI, doing business with LPL Financial as their broker dealer.
Paul is the former President of the Syracuse NAIFA Chapter; a recipient of the SAIFA Distinguished Leader Award and was named as the number one nationally ranked Program Manager in 2015 by Bank Investment Consultant magazine, among several other industry awards and achievements. He has been a featured speaker at industry events; and serves on various community and industry boards. Paul is a graduate of Clarkson University with a major in Marketing and Finance and also holds the Chartered Life Underwriter, Chartered Financial Consultant and Certified Long Term Care designations.
Chasity Jaynes is a Senior Vice President of Community Bank Wealth Management and Chief Operations Officer of OneGroup Wealth Partners, as well as Director of Operations for Community Investment Services, a subsidiary of Community Bank, N.A. Ms. Jaynes is responsible for the management and oversight for the various entities relative to financials, audit controls, operational systems and technology, as well as all support and associate staff. Ms. Jaynes has more than 28 years of experience in the financial services industry, specifically FINRA and SEC regulated firms.
Chasity began her career with Cadaret, Grant & Co., Inc. in 1995 as an Operations employee processing mutual fund transactions and commissions, elevating through management into transition and recruiting. In 2013, Chasity and team successfully created, operated and managed a broker/dealer, registered investment advisory firm, and insurance agency for several years before being acquired by Community Bank, N.A. and merging with Community Investment Services in 2016.
Chasity is a graduate of Marist College with a major in Economics and Finance.
Connie has 22 years of experience in the financial & accounting industry. As a critical member of the support staff, Connie is responsible for enhancing the client experience and assisting in managing client service initiatives. She serves as a point of contact for clients in all matters of account administration and works diligently to exceed client expectations.
Some of her many responsibilities with OneGroup Wealth Partners include:
Onboarding of clients | Preparation of client reports | Morningstar research
She has incorporated her extensive administrative knowledge into her role of providing sales and service support to OneGroup Wealth Partners, as well as acting as the firm’s client liaison for ongoing client service matters.
Tony Van Ore CFP®
Tony Van Ore brings more than 25 years of experience in the financial services industry to his role as our Chief Compliance Officer. Tony graduated with his bachelor's degree in business administration from the University of Central Florida in 1991 and is currently a CERTIFIED FINANCIAL PLANNER™ maintaining his certification since 2007. Throughout his time in the industry, he has served in a variety of roles of increasing responsibility, with work among all of the regulatory authorities that his current role encounters.
His contribution to his current role is further enhanced by the insights gained from his time as a deputy sheriff prior to entering financial services. His passion for helping clients and protecting their best interests is central to his personality and what he strives for on a daily basis. He is responsible for maintaining a strong ethical and compliant environment for advisors and clients alike by enforcing internal policies and procedures as well as the regulations that govern our business.