Robert A Rolfe

Stanley Warner is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role, he held positions at Cetera Wealth Services, LLC and Avantax Insurance Agency, LLC, among others. In addition to advising, he is a licensed CPA and serves on the board of directors for MMI Prep School. Avantax Planning Partners provides portfolio management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and businesses. The firm utilizes firm-designed style allocation models and offers tax-intelligent strategies with a network largely composed of CPA firms and registered advisor representatives.

Nicholas Barnes is a CFP® professional with 13 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His prior experience includes roles at Cetera Wealth Services, D'Arcangelo & Co. LLP, and Prudential Securities. Barnes also serves as a city councilor in Fulton, NY, where he participates in local governance and community resource allocation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing assets with tax-intelligent strategies and discretionary portfolio management.

John Winchek is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Craig Fitzpatrick is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 17 years of industry experience. Fitzpatrick previously worked at Cadaret Grant & Co., Inc. and Pathfinder Investment Services. He serves on the board of directors and operations committee for the Child Advocacy Center of Oswego County. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Steven Gottlieb is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Gottlieb provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Aaron Hausman is a Series 65 credentialed advisor affiliated with Commonwealth Financial Network. He has one year of experience in financial advisory roles, currently serving at both Stout Asset Management, LLC and Commonwealth Financial Network since 2026. His prior work includes positions at Prime Therapeutics, Ragnar Events, Magellan Health, Apex Semiconductors, Raytheon, and The Running Shop AZ. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment options.