Tyler Jones

Daniel West is a CFP® with four years of industry experience, operating as the sole advisor at West Financial Planning in Cherry Valley, NY. His prior work includes positions at H&R Block and the United States Postal Service. West Financial Planning is an independent, fee-only advisory serving individuals, families, and occasionally small businesses. The firm focuses on comprehensive written financial plans, ongoing monitoring, and portfolio management using a Modern Portfolio Theory approach with diversified passive ETFs and periodic rebalancing, maintaining non-discretionary client consent for trade execution.

Jason Tabor is a CFP® with 22 years of industry experience, currently with Principal Financial Services. His prior roles include positions at Allied Financial Partners, Securities America, and Principal Life Insurance. He serves as the incoming board chair of the Otsego County Chamber of Commerce. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Peter Pochily is a financial advisor with LPL Financial in Cobleskill, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at both LPL Financial and NBT Bank since 2015. In addition to his advisory role, he is involved with the NBT-Mang Insurance Agency, providing non-variable insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm supports its advisors with an in-house research team that constructs model portfolios and provides various investment tools and strategies tailored to client needs.