Joseph Ferri

Emil Bielecki is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2009. Outside of his advisory role, Emil serves as a Town Clerk in the Town of Vestal. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party managers tailored to client profiles.

Ryken Ruuspakka is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Edward Jones since 2016. Ruuspakka serves as president of the Rotary Club of Elmira, where he runs meetings and community programs without compensation. Ashton Thomas Securities serves individuals, businesses, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment products and third-party models tailored to client profiles.

Matthew Adler is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked concurrently at Cheevers Hand & Angeline and Excel Securities & Associates, Inc. since 2009 and has been associated with John Hancock Mutual Life Insurance Co. since 1981. Adler also serves as president and insurance agent at Cheevers Hand & Angeline, focusing on non-variable insurance sales and service. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party sub-advisers tailored to client profiles.

William Scanlon Jr. is a financial advisor at Latitude Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise, Latitude Advisors, GWN Securities Inc., and his own practice, William J. Scanlon, Jr. Prior to his current role, he spent 15 years at Latitude Advisors and GWN Securities. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs model-based strategies combined with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Alexandra Richey is a financial advisor at Gradient Securities, LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Citizens & Northern Bank. Outside of advising, she serves as a volleyball bookkeeper for the Troy Area School District. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable focus on third-party manager referrals and non-discretionary advice.

Joshua Fallenstein is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Freedom Wealth Management, LLC dba AJ Freedom Financial, Freedom Financial Insurance, LLC, and Freedom Financial Tax, LLC in various capacities since 2015. Fallenstein is also the managing member of Freedom Financial Tax, LLC and Freedom Financial Insurance, LLC, where he is involved in tax preparation, tax planning, and insurance services. Additionally, he serves on the membership committee of BNI. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer functions and works extensively with third-party managers while managing over $590 million in assets on a non-discretionary basis.