Kimberly Helen Cawley

Harriet Higgins is the sole advisor at Mayflower Capital, an independent investment advisory firm based in Cortland, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including her entire advisory career at Mayflower Capital since 2014. Outside of her advisory work, she also works as a part-time ski instructor at Greek Peak Mountain Resort. Mayflower Capital provides portfolio management and financial planning services to individuals, families, estates, trusts, charitable organizations, and certain business entities. The firm emphasizes diversification, asset allocation, and limited portfolio turnover, with investment decisions supported by research through Charles Schwab and Morningstar.

Logan Crandall is a financial advisor at Pragmatic Advisors, LLC with a Series 65 credential and experience dating back to 2021. His prior roles include positions at Northwestern Mutual, C&A Accounting, and Clark CPA PC. He also worked at Le Moyne and Hhs before entering the advisory field. Pragmatic Advisors provides portfolio management and investment services to individuals, pension and profit-sharing plans, and business entities, focusing on fundamental analysis and modern portfolio theory. The firm operates primarily on a non-discretionary basis, implementing portfolio changes only with client approval and typically recommending mutual funds, hedge funds, and private equity funds.

Jacob Morenus is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Gateway Wealth Partners in 2026, he worked at Equitable Advisors, LLC for four years and was involved with North Star Real Estate & Property Management and the Big Cats Lacrosse Club. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach, using low-cost mutual funds and ETFs combined with individual securities and independent managers, and offers both discretionary and non-discretionary portfolio management.

Laurence Claudia is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He previously worked for Edward Jones for 20 years and has been involved with several other firms, including River Oaks Associates, Fallen Oaks Associates, and Overnite Associates. He holds a Series 63 designation. Laurence also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Rose Claudia is a financial advisor with Commonwealth Financial Network and Treadstone Wealth Advisors, holding a Series 63 designation and 25 years of industry experience. She worked at Edward Jones for 20 years before joining her current firms in 2020. Rose is also the owner of Treadstone Wealth Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Adam Bruculere is a CFP® and Series 66 licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, he held roles at Tala Bistro and Prime @ Saratoga National. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.