Kevin Ogrady

Jonathan Bartholomew is the sole advisor at Rock Ridge Wealth LLC, an independent firm based in Sackets Harbor, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Rock Ridge Wealth in 2021, he worked at LPL Financial, Northern Financial Services, Northern Credit Union, and NBT Bank and its affiliated financial services. Outside of financial advising, he owns Concealed Designs LLC, a startup furniture design business. Rock Ridge Wealth serves individual and corporate clients, providing portfolio management, financial planning, cash management, and pension consulting. The firm employs a range of investment strategies, including actively managed sleeves that utilize a third-party machine-learning model focused on S&P 500 exposures, and offers estate planning coordination through digital providers.

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and nine years of industry experience. He has worked with multiple affiliated firms, including United Professional Advisors, United Wealth Advisors Group, and Ameritas Investment Corp. Freeman is involved in retirement and estate education planning and assists clients with rollovers and life insurance needs. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing model portfolios, third-party sub-advisers, and custom strategies. The firm provides both discretionary and non-discretionary portfolio management and places a significant emphasis on retirement-plan advisory and fiduciary services for plan sponsors and participants.

Neil Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked with multiple affiliated firms within the Ameritas network since 2006 and currently holds roles at United Professional Benefits, United Wealth Advisors Group, LLC, and United Professional Advisors, LLC. Freeman is also licensed as an independent insurance agent, focusing on fixed insurance products and health insurance services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement-plan advice, and utilizes a range of model portfolios, third-party sub-advisers, and custom strategies.

Kim Allen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has held roles at multiple firms including United Professional Advisors LLC, United Wealth Advisor Group, and The AFP Group. Allen is also a partner in Gingham LLC, where he focuses on employee benefits. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Arnold Pechler III is a CFP® with 43 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His career includes roles at Sage Financial Planning, CAP Advisory Services, and United Wealth Advisor Group. He is also licensed as an independent insurance agent, involved in recruiting and training agents for Ameritas general agency operations. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement-plan consulting through a combination of discretionary and non-discretionary strategies.

Douglas Dier is a financial advisor with Lincoln Investment, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Legend Advisory Corporation and Legend Equities Corporation before joining Lincoln Investment in 2017. He is also president of Dier Agency, Inc., a property and casualty insurance business, and serves on the board of directors for the Thousand Islands Bridge Authority. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of financial planning, portfolio management, and advisory services.