Steven R. Burgess

Jessica Champion is the principal of Jessica Champion Investment Services, an independent wealth management firm she founded in 2025. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at LPL Financial, Ameriprise Financial Services, and various other firms. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, offering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance, and risk management. The firm uses a fee-only, discretionary model, combining modern portfolio theory with fundamental, technical, and charting analysis, and integrates behavioral finance coaching along with customizable socially responsible investing options.

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. She previously worked at UBS Financial Services for one year before joining Edward S. Green & Associates, where she has been since 2010. In addition to her advisory role, Nancy provides human resources consulting for Bousquet Holstein PLLC. Edward S. Green & Associates primarily acts as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate clients’ education, retirement, and estate planning with other professionals. The firm does not manage client assets directly but refers clients to a sub-adviser for investment management and serves as the primary client contact for those referrals.

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.