Ryan Matthew Bachman

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. in Phoenix, NY, holding a Series 66 designation with four years of industry experience. His work history includes roles at Grove Point Investments and Cadaret, Grant & Co., Inc. Chase’s career includes periods outside the industry between 2012 and 2022. Beacon Wealth Consultants serves a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and plan sponsors. The firm provides comprehensive wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, guided by an internal investment committee and a structured client discovery process.

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.

Raymond Luce III is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 31 years of industry experience. His prior work includes roles at LPL Financial, Reliance Capital Management, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved as a sports and fitness coach in Central Square, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design and compliance, and employee education, supported by due diligence processes and a range of management platforms.

Chad Wilkinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and P & A Group. Outside of his advisory work, he is co-owner of several farming-related entities involved in crop sales and farm equipment ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset management, and custody services.