Ryan John Brophy

Joseph O'Haver is the principal of O'Haver Wealth Management, LLC in Newark, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and IBN Financial Services, Inc. in addition to his own firms. Outside of investment advisory, he operates O'Haver Financial, LLC, providing tax preparation, payroll processing, and insurance sales services. O'Haver Wealth Management, LLC offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm uses client-specific Investment Policy Statements and a combination of charting, fundamental, quantitative, and technical analysis to tailor asset allocation and security selection, focusing on mutual funds, fixed income, ETFs, annuities, and private placements.

Michael Douglass is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 65 and Series 66 credentials and over 25 years of industry experience. His prior roles include positions at FSP Advisors, Inc., Davie Kaplan, CPA, P.C., and 1st GLOBAL ADVISORS, Inc. In addition to his advisory work, he is the owner of a CPA firm. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a blended investment approach using fundamental and technical analysis, managing accounts primarily on a discretionary basis with options for third-party managers and model portfolios.

Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera and Bright Futures Wealth Management. Outside his advisory roles, he has been involved with Premo Design Inc. and briefly worked at Sodus Bay Heights Golf Course. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of advisory and co-advisory relationships.