Walter James Hails Jr.

Samuel Conway is a CFP® professional with five years of industry experience, currently operating as the sole advisor at S Conway Consulting, LLC in Ithaca, NY. He previously worked at School Professionals for two years before founding his independent firm in 2018. S Conway Consulting serves individual clients of varying net worths as well as small businesses, non-profits, and endowments. The firm focuses on comprehensive financial planning and fee-only investment advice, employing a long-term, diversified, and low-cost investment approach with an emphasis on model portfolios and discretionary portfolio management.

Thomas Evans is the sole advisor at Evans Capital Partners LLC in Trumansburg, NY. He holds a Series 65 designation and has three years of industry experience. Evans has been affiliated with Cornell University since 2007. Evans Capital Partners LLC provides discretionary investment management services focused on equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm employs a value-oriented approach targeting undervalued micro-, small-, and mid-cap equities and debt, maintaining highly concentrated portfolios with sector and international diversification while avoiding leverage and derivatives.

Tor Peery is a financial advisor with Anchor Capital Management, LLC, holding a Series 65 designation and based in Ithaca, NY. He has no prior industry experience and served ten years in the United States Marine Corps before retiring as a combat-disabled veteran. Anchor Capital Management, LLC is a fee-only SEC-registered adviser that offers individualized portfolio management and limited consulting services to individuals, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis supplemented by technical and cyclical tools and incorporates ESG criteria, managing both discretionary and non-discretionary accounts with approximately $61.1 million in discretionary assets across about 69 clients.

Thomas Poelling is a financial advisor with Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Centennial Wealth Management since 2011. The firm offers discretionary investment advisory asset management through a wrap-fee program, using a single, uniform portfolio based on economic indicators and valuation parameters for individual clients. Centennial Wealth Management is notable for acting as a wrap-fee program sponsor and operating exclusively through this platform without offering customized portfolios or non-wrap accounts.

Charles Barnes is a financial advisor at Merryfield Barnes, LLC in Ithaca, NY, with 15 years at the firm and five years of industry experience. He holds a Series 66 designation. Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm uses a combination of fundamental, technical, and cyclical analysis with a multi-capitalization strategy, tailoring portfolios to client risk profiles and objectives.

Anne Chernish is a CFP® with 17 years of industry experience, currently serving at Anchor Capital Management, LLC since 2007. She holds a Series 63 license and is based in Ithaca, NY. Anchor Capital Management is a fee-only SEC-registered investment adviser that provides tailored portfolio management and consulting services to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis combined with technical and cyclical tools, incorporates ESG factors, and offers focused investment selections with ongoing monitoring aligned to client objectives.