Peter James Moschak

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.

Walter Girnis is a financial advisor at Faithward Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including American Portfolios Financial Services, Cardinal Financial Partners, and IBN Financial Services. Outside of his advisory role, he owns a property and casualty, fixed rate life, and annuities insurance business. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

Merri Benjamin is a financial advisor with Faithward Advisors, LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at several firms including New York Life Insurance Company, NYLIFE Securities LLC, American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of her advisory role, she is a Certified Divorce Financial Analyst providing individual and marital property calculations for divorce cases and also serves as a public notary. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors, managing approximately $1.05 billion in client assets across about 3,000 client relationships. The firm employs a multi-team advisory approach based on Modern Portfolio Theory and efficient-frontier modeling, offering discretionary portfolio management, financial planning, estate management, and pension consulting, with a focus on mutual funds, ETFs, REITs, and occasionally individual securities.

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.