Kevin Cooper

Eric Birdsall is a financial advisor with Milestone Consultants, Inc. in Whitney Point, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. before founding Milestone Consultants in 2017. Outside of his advisory work, Birdsall is active in his community as a volunteer with the Rotary Club of Whitney Point and serves on the Board of Trustees for the Village of Whitney Point. Milestone Consultants serves individuals, high-net-worth clients, corporations, charities, and pension or profit-sharing plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes retirement-plan services, providing ERISA fiduciary and non-fiduciary consulting and managing a notable concentration of plan-related assets for its size.

Renee Reksc is a financial advisor at CS Planning Corp with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc. for 27 years. Outside of her advisory work, she operates a tax preparation service and serves on the Laurel Lake Association’s water management committee. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base through a multi-advisor model. The firm constructs diversified portfolios tailored to individual risk tolerances and goals, employing systematic strategies with ongoing monitoring and discretionary management.

Michael Reksc is a financial advisor with CS Planning Corp holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Renee Reksc Financial Services. Outside of finance, he serves as a Sheriff's Deputy with the Broome County Police, a role he has held since 2007. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients' risk tolerance and goals, often managing accounts on a discretionary basis.

Matthew Conlon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Mass Mutual Investors Services since 2016 and concurrently involved with MassMutual Life Insurance Company since 2015 as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using tools such as Monte Carlo simulations and automated asset allocation to develop written recommendations.

Melissa Titus is a financial advisor with LPL Financial in Binghamton, NY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at The Glen Wood Financial Group and Visions Federal Credit Union. She is also the owner of Pomifera, a home-based business unrelated to investment services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Matthew Diers is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at several firms including American Portfolios Financial Services, Inc. and Faithward Advisors, LLC. Prior to his financial services career, he spent time in education at Messiah University and Valley Heights Christian Academy. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.