David Robert Beam

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Jessica Champion is a financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own independent practice, Champion Method LLC. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, delivering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance review, and risk management. The firm uses a blend of modern portfolio theory, fundamental and technical analysis, and behavioral finance coaching, offering both passive and active investment options, as well as customizable socially responsible investing portfolios.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

Douglas Burns is a CFP® and CFA® credentialed advisor with 10 years of experience at BPC Advisors LLC and 2 years at Rockbridge Investment Management. He holds Series 63 and Series 66 licenses and is based in East Syracuse, NY. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a quantitative, asset-class first approach to construct diversified portfolios using ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets for about 130 clients.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.