Carolyn D Weldon

Jennifer Logan is a financial advisor at Chisholm Financial Planning & Investments with 16 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Woodbury Financial Services and Securities America Advisors. In addition to her financial advisory work, Logan is a licensed attorney who performs trust and estate planning for family and close friends. Chisholm Financial Planning & Investments serves individual clients with fee-based, non-discretionary asset management and financial planning. The firm offers tailored investment strategies and educational workshops, managing approximately $47 million in client assets.

Jonathan Bartholomew is the sole advisor at Rock Ridge Wealth LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Northern Financial Services, Northern Credit Union, and NBT Bank. Outside of his advisory work, he owns Concealed Designs LLC, a furniture design business currently in its startup phase. Rock Ridge Wealth serves individuals, high-net-worth households, and corporate clients, providing portfolio management, financial planning, and pension consulting. The firm integrates multiple investment approaches and offers services such as tax preparation and estate-planning coordination, with a focus on discretionary trading authority and the use of advanced strategies including machine-learning-enhanced models.

Jeffry Weldon is a financial advisor with Weldon and Weldon Financial Coaching in Watertown, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles at Park Avenue Securities LLC and Guardian Life, as well as extensive experience operating as a sole proprietor. Weldon serves on the board of the Minna Anthony Common Nature Center. Weldon and Weldon Financial Coaching provides financial planning and consulting services, acting primarily as a liaison to third-party managers like Matson Money and offering ERISA 3(21) retirement-plan advisory support. The firm focuses on client analysis and financial planning while investment execution is handled by third-party managers, and it operates without discretionary trading authority or directly managing client assets.

Martha Rosner is a financial advisor with Vicus Capital, Inc. in Watertown, NY, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. She has been associated with Vicus Capital since 2005 and has held roles at Cetera Wealth Services, LLC, and her own firm, Rosner Financial Group. Outside of her advisory work, Rosner manages multiple vacation rental properties and serves as a notary public. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis and offers a range of strategies, including core-satellite, momentum, ESG, and tax-loss harvesting, along with retirement-plan consulting and fiduciary services.

Solomon Rosner is a financial advisor at Vicus Capital, Inc. with a Series 65 designation and one year of industry experience. His prior roles include work with Rosner Financial Group and Cetera Wealth Services, LLC. Outside of financial advising, he is involved with Stay ADK, an organization active since 2018. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various strategies and places explicit emphasis on retirement-plan consulting and fiduciary services.

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 10 years of industry experience. He has worked with several Ameritas affiliates and related firms, including United Professional Benefits, United Wealth Advisors Group, and Ameritas Investment Corp. His activities include retirement and estate education planning, as well as life insurance needs analysis. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through a variety of model portfolios, mutual funds, ETFs, and individual securities, leveraging both proprietary and third-party platforms.