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.

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.

Logan Crandall is a financial advisor at Pragmatic Advisors, LLC with a Series 65 credential and experience dating back to 2021. His prior roles include positions at Northwestern Mutual, C&A Accounting, and Clark CPA PC. He also worked at Le Moyne and Hhs before entering the advisory field. Pragmatic Advisors provides portfolio management and investment services to individuals, pension and profit-sharing plans, and business entities, focusing on fundamental analysis and modern portfolio theory. The firm operates primarily on a non-discretionary basis, implementing portfolio changes only with client approval and typically recommending mutual funds, hedge funds, and private equity funds.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and also spent 15 years with Newman Ladd Capital Advisors, LLC. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis and may use options strategies, managing approximately $285 million in discretionary assets through a team of 18 advisors.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Outside of his advisory role, he maintains a fixed non-variable annuity insurance license. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a blend of fundamental and technical analysis, uses a variety of investment strategies including options, and offers both in-house and third-party managed accounts.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 26 years of industry experience. She has been with Leigh Baldwin since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates part of her time to activities related to fixed annuities, life insurance, and long-term care. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans, foundations, and municipalities. The firm employs a combination of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

Thomas Bailey is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Avantax Advisory Services, JMA Wireless, and the U.S. Department of Health & Human Services. Outside of advising, he operates a tax preparation and financial services LLC and is a licensed notary public in Onondaga County, New York. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs delivered via firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm offers both brokerage and advisory services and manages approximately $909 million in client assets.

Jacob Morenus is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in real estate and property management and has experience with youth sports organizations and educational institutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that leverages external platforms and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Jerry Gambell is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services prior to joining Voya. Outside of his advisory work, he is also an author of occasional books. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of advisory programs using model portfolios and manager-driven sleeves, combining an advisory platform with an active broker-dealer distribution model.

Alec Hoke is a financial advisor with Equity Services, Inc. and National Life Group, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and First Allied Advisory Services. Outside of his advisory work, he serves as president of Beacon Wealth Strategies, LLC, and provides home health aide services to assist physically disabled family members. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party platforms to deliver both discretionary and non-discretionary investment management.

David Beam is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at TIAA-CREF and Tiaa. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes affiliated bank-developed model suites alongside third-party managers.

Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

Adrian Shute is a financial advisor with LPL Financial in Lafayette, NY, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 17 years and has operated Adrian W. Shute & Associates since 2008. In addition to his advisory work, Shute serves as a Town Justice in LaFayette, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tyler Krowiak is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was involved with Lesko Financial Services and had roles outside finance, including at Krooked Tusker Distillery and Dave Kaz Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial products, operating under a fiduciary standard.

Thomas Donahue is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for 14 years. Donahue is a board member of the Central New York Ski Racing Foundation, a nonprofit youth alpine racing program. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access.

Peter Tague is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, SSN Advisory, and First Allied Advisory Services. He serves as President of PTFS Capital Inc., a corporation established for managing business expenses and payroll. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

John Ryan is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. He previously worked at PRUCO Securities, LLC and has been involved with Marquardt Switches Inc. for over two decades. Outside of advising, he serves as a vendor with the Manufacturers Association of Central New York. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services.

Kimberly Cawley is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she owns a horse ranch and serves on the board of directors for Chadwick Residence. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that integrate tax-efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Roger Hare is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for eight years before joining LPL Financial in 2023. He operates a DBA entity, Hare & Associates Financial Services, related to his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial product services.

David Lamson is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes roles at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he is the owner of Lamson Tax & Accounting Services, providing tax preparation and accounting services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies with retirement and institutional capabilities.

Stephen Abbe is a financial advisor at Orchard Advisors with three years of industry experience. He holds a Series 65 designation and has worked at SRC, Inc. since 1996. Orchard Advisors provides investment advisory services to individual and institutional clients, offering discretionary portfolio management, customized investment policy statements, and hourly investment consulting. The firm manages client assets internally and employs a multi-faceted investment approach that integrates economic, cycle, fundamental, and technical analysis.

David Connelly is a financial advisor at Orchard Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Orchard Advisors since 2021 and Cardinal Capital Management LLC since 2011. Orchard Advisors provides investment advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages client assets in-house, uses a documented investment process involving multiple analysis methods, and offers both discretionary portfolio management and hourly consulting services.

Andrew Nardella is a financial advisor with Orchard Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Orchard Advisors since 2016. Orchard Advisors provides investment advisory services to individual and institutional clients, managing assets in-house and offering both discretionary portfolio management and hourly investment consulting. The firm’s investment process incorporates various analytical methods to construct portfolios aligned with client goals and maintains continuous account monitoring.