Ellen M Ladd

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Philip Valeriano is a financial advisor at National Wealth Management Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Valeriano is a 50% owner and collaborator of My Delivery Door in Manilus, NY, where he contributes to operational aspects outside of trading hours. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals and retirement plans. The firm employs a long-term, objective-based investment approach tailored to clients, offering a range of portfolio management and consulting services through multiple platforms and custodians.

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. in Phoenix, NY, holding a Series 66 designation with four years of industry experience. His work history includes roles at Grove Point Investments and Cadaret, Grant & Co., Inc. Chase’s career includes periods outside the industry between 2012 and 2022. Beacon Wealth Consultants serves a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and plan sponsors. The firm provides comprehensive wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, guided by an internal investment committee and a structured client discovery process.

Stanley Warner is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role, he held positions at Cetera Wealth Services, LLC and Avantax Insurance Agency, LLC, among others. In addition to advising, he is a licensed CPA and serves on the board of directors for MMI Prep School. Avantax Planning Partners provides portfolio management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and businesses. The firm utilizes firm-designed style allocation models and offers tax-intelligent strategies with a network largely composed of CPA firms and registered advisor representatives.

Nicholas Barnes is a CFP® professional with 13 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His prior experience includes roles at Cetera Wealth Services, D'Arcangelo & Co. LLP, and Prudential Securities. Barnes also serves as a city councilor in Fulton, NY, where he participates in local governance and community resource allocation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing assets with tax-intelligent strategies and discretionary portfolio management.