Michael Curtis

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.

Douglas Burns is a CFP® and CFA® credentialed advisor with 10 years of experience at BPC Advisors LLC and 2 years at Rockbridge Investment Management. He holds Series 63 and Series 66 licenses and is based in East Syracuse, NY. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a quantitative, asset-class first approach to construct diversified portfolios using ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets for about 130 clients.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank and LPL Financial. Outside of advising, he is involved in tax preparation and bookkeeping as an accountant with C & A Accounting Associates Inc. Goldstrike Capital LLC is a registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, offering both long-term and short-term trading tailored to client-specific risk tolerance and objectives.

Geoffrey Wells is a CFP® with five years of industry experience, currently serving as an advisor at BPC Advisors LLC since 2018. Prior to this, he worked at Rockbridge Investment Management, LLC from 2012 to 2017. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and institutions. The firm uses a quantitative, asset-class focused approach to construct broadly diversified portfolios primarily composed of ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets.

James Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with a PFS™ designation and two years of industry experience. Prior to joining the firm, he worked at PricewaterhouseCoopers LLP for two years and has a background in full-time education. He is also an accountant at Sinopoli & Sinopoli CPAs, P.C., where he provides tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC is a four-person team that offers investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing broadly diversified, passive asset-class exposure and model portfolios, with discretionary portfolio management delegated to Focus Partners Advisor Solutions.