Kevin Shreve

Samuel Conway is a CFP® and Series 65-registered financial advisor with five years of industry experience. He founded S Conway Consulting, LLC in 2018 after working in education and school professional roles from 2011 to 2018. The firm serves individual clients, small businesses, non-profits, and endowments, providing financial planning, wealth management, and consultation on personal and business finances. S Conway Consulting follows a long-term, diversified, buy-and-hold investment philosophy using low-cost index funds, strategic asset allocation, and discretionary portfolio management tailored to clients’ goals and risk tolerances.

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 at Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Centennial Wealth Management since 2011. Centennial Wealth Management provides discretionary investment management through a wrap-fee asset management program, serving a small client base without a high-net-worth segment. The firm manages a single, non-customized portfolio focused on long-term compounding, utilizing an investment model based on economic indicators and various analytical methods.

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.