Anthony Surber

Jennifer Logan is a financial advisor at Chisholm Financial Planning & Investments with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Woodbury Financial Services, and Securities America Advisors. In addition to her advisory role, Logan practices as an attorney specializing in trust and estate planning for family and close friends and is licensed to sell fixed insurance products. Chisholm Financial Planning & Investments provides individualized investment management and financial planning services, focusing on non-discretionary accounts tailored to client objectives and risk tolerance. The firm offers fee-based asset management, fixed-fee planning, and educational workshops, managing $47 million in assets.

Jonathan Bartholomew is the sole advisor at Rock Ridge Wealth LLC, an independent firm based in Sackets Harbor, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Rock Ridge Wealth in 2021, he worked at LPL Financial, Northern Financial Services, Northern Credit Union, and NBT Bank and its affiliated financial services. Outside of financial advising, he owns Concealed Designs LLC, a startup furniture design business. Rock Ridge Wealth serves individual and corporate clients, providing portfolio management, financial planning, cash management, and pension consulting. The firm employs a range of investment strategies, including actively managed sleeves that utilize a third-party machine-learning model focused on S&P 500 exposures, and offers estate planning coordination through digital providers.

Martha Rosner is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with Vicus Capital, Inc. Her career includes roles at Cetera Wealth Services, LLC and ownership of Rosner Financial Group. Outside of advisory work, she manages multiple vacation rental properties and serves as a notary public. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical strategies and provides specialized fiduciary consulting and a range of tailored investment solutions.

Solomon Rosner is a financial advisor at Vicus Capital, Inc. with Series 65 credentials and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and founding Rosner Financial Group. Outside of advising, he is involved with Stay ADK, an organization he has been associated with since 2018. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and nine years of industry experience. He has worked with multiple affiliated firms, including United Professional Advisors, United Wealth Advisors Group, and Ameritas Investment Corp. Freeman is involved in retirement and estate education planning and assists clients with rollovers and life insurance needs. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing model portfolios, third-party sub-advisers, and custom strategies. The firm provides both discretionary and non-discretionary portfolio management and places a significant emphasis on retirement-plan advisory and fiduciary services for plan sponsors and participants.

Nico Morgia is a financial advisor at Hightower Advisors with nine years of industry experience and holds the Series 66 designation. He has been with HighTower Securities, LLC since 2016. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management through an Advisor Directed wrap program and access to various advisory services via its network of Advisor Practices. The firm uses a combination of fundamental and quantitative analysis, strategic and tactical asset allocation, and a range of investment vehicles to align portfolios with client objectives and risk tolerance.