Daniel Guy Deblois

Maggie Sayers is a CFP® and Series 65-licensed advisor with over 13 years of industry experience. She is the principal of Tendful Wealth Planning, an independent firm based in Rome, NY, and previously worked at Gunther Wealth Management from 2011 to 2024. In addition to advising, she provides virtual paraplanning support through Method Financial Planning. Tendful Wealth Planning offers fee-only financial planning and discretionary investment management to individuals and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to construct diversified portfolios using active and passive funds, and incorporates ESG options upon request.

Frances Parent is a CFP® with 34 years of industry experience, currently with Adirondack Financial Services Corp. She has held roles at Hazard & Siegel Inc. and has longstanding involvement with Greenleaf Contracting, Inc. and the Sagamore Institute. Outside of finance, she owns Blue Line Coffee House in Inlet and Old Forge, NY. Adirondack Financial Services provides investment advisory and portfolio management services to individual and institutional clients, employing a client-specific investment process that integrates quantitative screening with qualitative manager and security review. The firm manages approximately $412 million in assets across nearly 600 clients.

Michael Hayduk is a financial advisor with Nathan G. Hanna, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Robert W. Baird & Co., MassMutual Life Insurance, and General Electric. Outside of his advisory work, he serves as a varsity boys basketball coach at Clinton High School and is a financial committee member for St. Louis Gonzaga Church. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses various analytical methods and investment strategies, including long- and short-term trading and short sales, operating primarily under discretionary authority and reviewing accounts quarterly.

Maxwell Moore is a financial advisor at Birch Wealth Management in Rome, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Citigroup and Manning & Napier. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a variety of analytical approaches and focuses on equities, ETFs, and money-market funds in managing client portfolios.

Denis Petrovic is a financial advisor with Adirondack Financial Services Corp in Utica, NY, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Equitable Advisors. He also serves as a Trust & Investment Officer at Solvay Bank. Adirondack Financial Services provides portfolio management, financial planning, pension consulting, 401(k) investment advice, and trust management to individuals, businesses, nonprofits, and institutional clients. The firm manages approximately $462 million in assets and employs a research-driven investment approach focused on diversified asset allocation and utilizes both discretionary and non-discretionary accounts.

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.