Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 credentials and five years of industry experience. She has been with Edward S. Green & Associates since 2010. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates serves as a financial concierge and solicitor, referring clients to an unaffiliated SEC-registered investment adviser while coordinating their education, retirement, and estate planning with other professionals. The firm does not manage assets directly but provides advisory input on non-managed assets and maintains collaborative relationships with local legal and accounting firms.

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with 15 years at the firm and four years of industry experience. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC provides wealth management, financial planning, and portfolio management services to individual investors, corporations, and retirement plans, employing a strategy centered on low-cost passive funds complemented by tactical individual securities and supported by institutional custody and trade-allocation tools.

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Lucas Smith is the sole advisor at LTS Wealth Management in Syracuse, NY, holding a Series 65 credential with one year of industry experience. His background includes roles in education and union leadership, currently serving as Grievance Chair for the Baldwinsville Teachers Association and operating a basketball officiating business under Luke Smith, LLC. He has been involved in education and sports officiating for over a decade alongside his advisory work. LTS Wealth Management provides investment advisory and financial planning services to individuals, families, and small businesses, combining quantitative and qualitative analysis with an emphasis on long-term strategic asset allocation and tactical adjustments. The firm offers tailored planning engagements and account management without commissions or custody of client funds, operating on a small scale under a single adviser.

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sandhill Investment Management and Manning & Napier Advisors, LLC. He is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, plan sponsors, and businesses, offering discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a combination of analytical approaches across various trading horizons and manages client accounts on an ongoing basis.

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Adirondack Capital Advisors since 2018, following prior roles at Lifemark Securities Corp. and Americu Capital Management, LLC. Adirondack Capital Advisors primarily serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation driven investment approach focused on diversification and fundamental analysis, integrating financial planning with discretionary portfolio management.

James Campagna is a financial advisor at Adirondack Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Americu Capital Management, Americu Credit Union, and Reagan Companies Asset Management Inc. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Adirondack Capital Advisors provides investment advice and planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach emphasizing diversification and fundamental analysis, and integrates financial planning with discretionary portfolio management.

Douglas Burns is a CFP® and CFA® credentialed advisor with 10 years of experience at BPC Advisors LLC and 2 years at Rockbridge Investment Management. He holds Series 63 and Series 66 licenses and is based in East Syracuse, NY. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a quantitative, asset-class first approach to construct diversified portfolios using ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets for about 130 clients.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Jack Irwin is a financial advisor at Newman Ladd Capital Advisors, LLC with a Series 66 designation and two years of industry experience. His prior experience includes roles at Deloitte and Leigh Baldwin & CO., LLC. Outside of his advisory work, he serves as a board member of the Notre Dame Club of Central New York/Syracuse and as treasurer on the board of Paige's Childhood Cancer Fund, a nonprofit organization. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm uses fundamental and cyclical analysis in its investment process and typically manages client accounts on a discretionary basis with regular reviews and detailed reporting.

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Manning & Napier Advisors and Manning & Napier Benefits. Outside of advising, he is co-founder and CEO of Elite NIL, Inc., a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit connecting Syracuse University athletes with charities. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, offering discretionary portfolio management and retirement-plan advisory services. The firm employs a range of analytical approaches and manages client accounts with discretionary authority.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank and LPL Financial. Outside of advising, he is involved in tax preparation and bookkeeping as an accountant with C & A Accounting Associates Inc. Goldstrike Capital LLC is a registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, offering both long-term and short-term trading tailored to client-specific risk tolerance and objectives.

Brian Jennings is a Series 65-licensed financial advisor with three years of industry experience. He is currently with OMC Financial Services Ltd and has prior work experience with Greg Jennings LLC and the St. Louis Cardinals. OMC Financial Services Ltd. provides individualized investment management and financial planning to individuals, trusts, estates, and business entities. The firm uses both fundamental and technical analysis to implement long- and short-term trading strategies, delivering services primarily on a discretionary basis with ongoing portfolio monitoring and semi-annual reviews.

Geoffrey Wells is a CFP® with five years of industry experience, currently serving as an advisor at BPC Advisors LLC since 2018. Prior to this, he worked at Rockbridge Investment Management, LLC from 2012 to 2017. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and institutions. The firm uses a quantitative, asset-class focused approach to construct broadly diversified portfolios primarily composed of ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets.

James Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with a PFS™ designation and two years of industry experience. Prior to joining the firm, he worked at PricewaterhouseCoopers LLP for two years and has a background in full-time education. He is also an accountant at Sinopoli & Sinopoli CPAs, P.C., where he provides tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC is a four-person team that offers investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing broadly diversified, passive asset-class exposure and model portfolios, with discretionary portfolio management delegated to Focus Partners Advisor Solutions.

Gregory Jennings is a financial advisor at OMC Financial Services Ltd with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OMC Financial Services Ltd since 2012. OMC Financial Services Ltd provides individualized investment management and financial planning to individuals, including high-net-worth clients, trusts, estates, and business entities. The firm uses both fundamental and technical analysis to implement long- and short-term trading strategies, offering continuous account monitoring and semi-annual portfolio reviews.