Jason Tabor

Daniel West is a CFP® with four years of industry experience, operating as the sole advisor at West Financial Planning in Cherry Valley, NY. His prior work includes positions at H&R Block and the United States Postal Service. West Financial Planning is an independent, fee-only advisory serving individuals, families, and occasionally small businesses. The firm focuses on comprehensive written financial plans, ongoing monitoring, and portfolio management using a Modern Portfolio Theory approach with diversified passive ETFs and periodic rebalancing, maintaining non-discretionary client consent for trade execution.

Tyler Jones is a financial advisor with Principal Financial Services holding a Series 66 credential. He has recently begun his career in the industry, joining Principal Securities Inc. and Principal Life Insurance Co. in 2025. Prior to this, his work experience includes roles in various sectors such as education, food service, and delivery services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Peter Pochily is a financial advisor with LPL Financial in Cobleskill, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at both LPL Financial and NBT Bank since 2015. In addition to his advisory role, he is involved with the NBT-Mang Insurance Agency, providing non-variable insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm supports its advisors with an in-house research team that constructs model portfolios and provides various investment tools and strategies tailored to client needs.