David Robert Beam

I'm a fee-only fiduciary financial advisor in Chittenango, NY, serving Syracuse and Central New York. I grew up here and I work with my neighbors: married couples who are good savers, within five years of retirement or newly retired. I specialize in pension decisions, including lump sum versus monthly payments and survivor options, along with Social Security timing, Roth conversions, and 403(b)/457 rollovers.

Judson Ames is a financial advisor with Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 licenses and has 5 years of industry experience. Prior to founding Dark Horse Wealth in 2011, he worked at 1 St Discount Brokerage, Inc. for one year. Outside of his advisory work, he serves as a referee during the months of September and October. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate entities. The firm constructs portfolios primarily from low-cost mutual funds and ETFs, supplemented by tactical stock or bond selections, and emphasizes retirement plan services with a mix of long-term strategies and tactical positioning.

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 Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

Richard Urciuoli is a financial advisor with Summit Planning Group, Inc., holding a Series 63 designation and over 42 years of industry experience. He has worked at Summit Planning Group since 1986 and at LPL Financial from 1989 to 2020. Outside of advising, he is involved in investment-related activities through his registered investment advisor firm and operates a real estate rental business. Summit Planning Group provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients with at least $250,000 in investable assets. The firm uses a combination of charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions, implementing portfolios with equities, mutual funds, ETFs, and fixed income instruments on a discretionary basis.