Wendy Lynn Devinny

Employer firm

Post Resch Tallon Group CRD 156302

$340M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 11/2020
  Neubert Financial Services
  Webster, NY
• 06/2008 → 07/2025
  Cadaret, Grant & Co., Inc.
  Pittsford, NY
• 07/2024 → Present
  Post Resch Tallon Group
  Pittsford, NY
• 07/2025 → Present
  Lpl Financial Llc
  Pittsford, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Webster, NY
  Pittsford, NY

Other Businesses

1. 07/10/2025- Post Resch Tallon Group- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 07/29/2024- 12 Hours Per Month- 12 Hours During Trading-I provide investment advisory services through Post Resch Tallon Group, Inc., an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 12 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 07/10/2025- Wendy L DeVinny- Notary- INV Related- At Reported Business Location(s)- Start date 10/21/2000- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Wendy L DeVinny & Christopher D Reinwald-Real Estate Rental -Not INV Related- At Palmyra, NY- 4 Hours Per Month 4. 07/10/2025- WLD FINANCIAL- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 12/01/2019- 20 Hours Per Month- 10 Hours During Trading 5. 07/10/2025- Wendy L DeVinny- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/30/2020- 5 Hours Per Month- 5 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-17