Patrick William Ousterout

Brian Voss is the principal advisor at Voss Wealth Management in Endicott, NY, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NBT Capital Management Inc. and LPL Financial. Voss serves as a board member of Dollars for Scholars, where he helps coordinate scholarship scoring. Voss Wealth Management serves individuals and high-net-worth clients, offering both discretionary and non-discretionary investment management alongside financial planning. The firm uses diversified, risk-based model portfolios primarily composed of no-load mutual funds and ETFs, with tailored strategies based on clients’ financial situations and goals.

William Scanlon Jr. is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC, GWN Securities Inc., and his own practice, William J. Scanlon, Jr. He has been with Latitude Advisors since 2011. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm offers financial planning, discretionary portfolio management using both in-house and third-party models, and pension consulting services.

Emil Bielecki is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2009. Outside of his advisory role, Emil serves as a Town Clerk in the Town of Vestal. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party managers tailored to client profiles.

Alexandra Richey is a financial advisor at Gradient Securities, LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Citizens & Northern Bank. Outside of her advisory role, she serves as a volleyball bookkeeper for the Troy Area School District and works part-time at Dunkin Donuts. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis, often utilizing third-party managers and ongoing client reviews.

Joshua Fallenstein is a financial advisor at Gradient Securities, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Gradient Securities since 2014. Outside of his advisory role, he manages tax preparation and insurance businesses under the Freedom Financial umbrella and serves on the membership committee of a local business networking organization. Gradient Securities, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining disclosure of affiliated revenue-sharing arrangements.

Todd Kross is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at multiple firms including M & T Securities, Inc. and Wise Wealth, LLC. In addition to his advisory role, he serves as President and CEO of Kross Financial Services, focusing on alternative investment products. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs, utilizing a mix of proprietary and third-party model portfolios. The firm employs various investment methods, including modern portfolio theory and quantitative analysis, and offers clients diversified portfolios that may include ETFs, mutual funds, options, and private investments.