Ginger Barber

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

Brian Parr is a financial advisor at Aquila Ventures LLC in Delmar, NY, holding a Series 65 designation with four years of industry experience. He has been with Aquila Ventures since 2018 and previously worked at the University at Albany for eleven years. Aquila Ventures LLC provides investment advisory and money management services to both individual and institutional investors, employing a long-term, value-oriented investment approach. The firm uses a multi-bucket framework that includes safe money, index exposure, quality individual stocks, and a smaller speculative/options sleeve, favoring buy-and-hold bond strategies and the use of options to generate income and manage risk.

James Marshall is the sole advisor at JM Advisors, LLC, an independent firm based in Albany, NY. He holds Series 63 and Series 65 credentials and has 13 years of industry experience, having founded JM Advisors in 2011. JM Advisors provides fee-only financial planning and investment advisory services to individuals, trusts, and estates, focusing on areas such as cash management, risk management, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs planning. The firm offers written investment recommendations and supplemental reporting while clients retain control over trade execution, operating on a retainer basis without discretionary portfolio management or percentage-of-AUM fees.

Joel Sproul is a financial advisor at Kronos Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research, Inc. for over a decade before joining Kronos Wealth Management in 2016. Kronos Wealth Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines technical and charting analysis with a predominantly passive investment approach using low-cost index funds and ETFs alongside rules-based tactical strategies, and offers pension consulting and participant education for small- to medium-sized retirement plans.

Kean Bouplon is a financial advisor with Good Capital, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley and Strategy One Wealth Management, LLC. Outside of his advisory work, he is a co-owner of a fourth-generation family farm spanning approximately 100 acres. Good Capital is a sole-proprietor registered investment adviser offering portfolio management, pension consulting, and financial planning to a diverse client base including pension and profit-sharing plans, charitable organizations, corporations, and individuals. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to construct primarily long-term, income- and cash-flow-oriented portfolios.

Douglas Bauer is a CFP® and ChFC® with 36 years of industry experience. He has been with AllSquare Wealth Management, LLC since 2010. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm combines fundamental analysis with an efficient-market philosophy, primarily using passively managed investment vehicles tailored to clients’ risk tolerance and restrictions.