Robert Landis

Thomas Evans is the sole advisor at Evans Capital Partners LLC in Trumansburg, NY. He holds a Series 65 designation and has three years of industry experience. Evans has been affiliated with Cornell University since 2007. Evans Capital Partners LLC provides discretionary investment management services focused on equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm employs a value-oriented approach targeting undervalued micro-, small-, and mid-cap equities and debt, maintaining highly concentrated portfolios with sector and international diversification while avoiding leverage and derivatives.

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 with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in real estate and property management and has experience with youth sports organizations and educational institutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that leverages external platforms and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Andrew Smith is a Series 65-licensed financial advisor at Forum Financial Management, LP with one year of industry experience. Prior to joining Forum, he held roles at Florae Collaborative LLC, a plant nursery consulting on strategic planning and budgeting, and serves as Assistant Director of Global Operations at Cornell University. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other RIAs, implementing model portfolios primarily using DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

Michael Strong is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds a Series 66 designation and has nine years of industry experience. Since 2016, he has been associated with H&H Financial Group and affiliated firms including Eagle Strategies and New York Life. Outside of his advisory role, he is involved in insurance brokering and holds a profit interest in Herrington Real Estate LLC, which leases office space to his partners. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients, providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.