Jared Houseman

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with 15 years at the firm and four years of industry experience. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC provides wealth management, financial planning, and portfolio management services to individual investors, corporations, and retirement plans, employing a strategy centered on low-cost passive funds complemented by tactical individual securities and supported by institutional custody and trade-allocation tools.

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

Clinton Kane is a financial advisor at Kane Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at Kane Financial since 2017, following five years at Cadaret, Grant & Co., Inc. and Strategic Financial Services. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses by offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach, combining fundamental analysis with index mutual funds and ETFs, and provides financial planning to all investment management clients without additional charge.

Maxwell Moore is a financial advisor at Birch Wealth Management in Rome, NY, holding Series 63 and Series 65 licenses. He works at a firm with two advisors and provides services including discretionary portfolio management, financial planning, and consulting. Birch Wealth Management serves individual and high-net-worth clients, managing approximately $62 million across about 176 accounts. The firm uses a combination of analytical approaches and focuses on equities, ETFs, and money-market funds, typically managing accounts on a discretionary basis.

Paige Nashton is a financial advisor at Birch Wealth Management in Rome, NY, holding a Series 65 credential with less than one year of industry experience. Prior to her current role, she has held various positions including work at Best Times Financial and other non-financial roles. She is also a notary public. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm combines diversification principles with technical and fundamental analysis to tailor investment strategies based on clients’ financial goals and risk tolerance.

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.