Kristin Joyce Walts

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Adirondack Capital Advisors since 2018, following roles at Lifemark Securities Corp. and Americu Capital Management. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes individualized investment policies and a long-term strategy using a combination of actively managed and index funds, ETFs, and individual securities, managing approximately $422 million in discretionary assets across about 460 client accounts.

James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Americu Capital Management, LLC and Americu Credit Union. He may earn commissions from insurance companies for sales of certain insurance products. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes long-term investment strategies and asset diversification, managing portfolios with a combination of actively managed and index funds, ETFs, and individual securities.

Douglas Burns Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

Richard Urciuoli is a financial advisor with Summit Planning Group, Inc., holding a Series 63 designation and over 42 years of industry experience. He has worked at Summit Planning Group since 1986 and at LPL Financial from 1989 to 2020. Outside of advising, he is involved in investment-related activities through his registered investment advisor firm and operates a real estate rental business. Summit Planning Group provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients with at least $250,000 in investable assets. The firm uses a combination of charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions, implementing portfolios with equities, mutual funds, ETFs, and fixed income instruments on a discretionary basis.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Securities, LPL Financial, and C & A Accounting Associates. In addition to his advisory role, he is a licensed insurance agent and provides tax preparation and bookkeeping services as an accountant. Goldstrike Capital offers discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm develops tailored investment policy statements and employs modern portfolio theory across a range of asset classes, working under discretionary authority.