Keith Baier

Samuel Conway is a CFP® professional with five years of industry experience, currently operating as the sole advisor at S Conway Consulting, LLC in Ithaca, NY. He previously worked at School Professionals for two years before founding his independent firm in 2018. S Conway Consulting serves individual clients of varying net worths as well as small businesses, non-profits, and endowments. The firm focuses on comprehensive financial planning and fee-only investment advice, employing a long-term, diversified, and low-cost investment approach with an emphasis on model portfolios and discretionary portfolio management.

Thomas Evans is the sole advisor at Evans Capital Partners LLC in Trumansburg, NY. He holds a Series 65 designation and has three years of industry experience. Evans has been affiliated with Cornell University since 2007. Evans Capital Partners LLC provides discretionary investment management services focused on equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm employs a value-oriented approach targeting undervalued micro-, small-, and mid-cap equities and debt, maintaining highly concentrated portfolios with sector and international diversification while avoiding leverage and derivatives.

Thomas Poelling is a financial advisor with Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Centennial Wealth Management since 2011. The firm offers discretionary investment advisory asset management through a wrap-fee program, using a single, uniform portfolio based on economic indicators and valuation parameters for individual clients. Centennial Wealth Management is notable for acting as a wrap-fee program sponsor and operating exclusively through this platform without offering customized portfolios or non-wrap accounts.

Charles Barnes is a financial advisor at Merryfield Barnes, LLC in Ithaca, NY, holding a Series 66 designation with four years of industry experience. He has been with Merryfield Barnes since 2011. Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, and customizes portfolios based on client risk profiles and time horizons.

Anne Chernish is a CFP® with 17 years of industry experience, currently serving at Anchor Capital Management, LLC since 2007. She holds a Series 63 license and is based in Ithaca, NY. Anchor Capital Management is a fee-only SEC-registered investment adviser that provides tailored portfolio management and consulting services to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis combined with technical and cyclical tools, incorporates ESG factors, and offers focused investment selections with ongoing monitoring aligned to client objectives.

Melissa Vanderhoof is a financial advisor at Fingerlakes Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Cayuga Medical Center for seven years. Outside of her advisory role, she serves on the boards of the Tompkins County Public Library Foundation and the Tompkins County Chamber of Commerce. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.