Angela Oneill

Samuel Conway is a CFP® and Series 65-registered financial advisor with five years of industry experience. He founded S Conway Consulting, LLC in 2018 after working in education and school professional roles from 2011 to 2018. The firm serves individual clients, small businesses, non-profits, and endowments, providing financial planning, wealth management, and consultation on personal and business finances. S Conway Consulting follows a long-term, diversified, buy-and-hold investment philosophy using low-cost index funds, strategic asset allocation, and discretionary portfolio management tailored to clients’ goals and risk tolerances.

Thomas Evans is the sole advisor at Evans Capital Partners LLC in Trumansburg, NY. He holds a Series 65 designation and has three years of industry experience. Evans has been affiliated with Cornell University since 2007. Evans Capital Partners LLC provides discretionary investment management services focused on equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm employs a value-oriented approach targeting undervalued micro-, small-, and mid-cap equities and debt, maintaining highly concentrated portfolios with sector and international diversification while avoiding leverage and derivatives.

Harriet Higgins is the sole advisor at Mayflower Capital, an independent investment advisory firm based in Cortland, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including her entire advisory career at Mayflower Capital since 2014. Outside of her advisory work, she also works as a part-time ski instructor at Greek Peak Mountain Resort. Mayflower Capital provides portfolio management and financial planning services to individuals, families, estates, trusts, charitable organizations, and certain business entities. The firm emphasizes diversification, asset allocation, and limited portfolio turnover, with investment decisions supported by research through Charles Schwab and Morningstar.

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.

Thomas Poelling is a financial advisor at Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Centennial Wealth Management since 2011. Centennial Wealth Management provides discretionary investment management through a wrap-fee asset management program, serving a small client base without a high-net-worth segment. The firm manages a single, non-customized portfolio focused on long-term compounding, utilizing an investment model based on economic indicators and various analytical methods.

Charles Barnes is a financial advisor at Merryfield Barnes, LLC in Ithaca, NY, holding a Series 66 designation with four years of industry experience. He has been with Merryfield Barnes since 2011. Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, and customizes portfolios based on client risk profiles and time horizons.