Jeffrey Lamarca is a CFA® charterholder and financial advisor at Marcellus Capital Management, LLC with 11 years of experience. He has worked exclusively at Marcellus Capital Management since 2015. Marcellus Capital Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental analysis and due diligence. The firm offers a mix of individual equities, corporate bonds, ETFs, and mutual funds tailored to client goals and risk tolerance, and is notable for its use of performance-based fees and alignment of interests through the principal’s personal investment holdings.

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.

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

Ryan Pine is a financial advisor with Genesee Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Genesee Capital Advisors since 2013 and was previously employed at Purshe Kaplan Sterling Investments. Outside of his advisory role, he is an insurance agent and a member of a real estate review partnership. Genesee Capital Advisors serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes model portfolios primarily composed of mutual funds and ETFs, combining fundamental and technical analysis in a long-term investment approach while accommodating shorter-term trades for rebalancing, tax management, or cash needs.

David Haahr is a CFP® and Series 66-registered advisor with Reagan Companies Asset Management, Inc, where he has worked since 2012. He has nine years of industry experience. Haahr is based in Marcellus, NY, and is part of a four-advisor team at the firm. Reagan Companies Asset Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering discretionary portfolio management and educational seminars tailored to client goals and risk tolerances.

Daniel Esford is a CFP® with 10 years of industry experience, currently serving as an advisor at Reagan Companies Asset Management, Inc. since 2019. His prior experience includes roles at Securities America Advisors, Inc. and Allied Financial Services Inc. Reagan Companies Asset Management, Inc. offers portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using both long-term and short-term strategies tailored to client goals and risk tolerances.

Richard Reagan is a CFP® with nine years of industry experience, currently serving at Reagan Companies Asset Management, Inc., where he has worked since 2012. He holds a Series 63 designation and is based in Marcellus, NY. Reagan Companies Asset Management, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combined fundamental, technical, charting, and cyclical analysis investment approach and offers discretionary portfolio management along with educational seminars and workshops.

Christopher Riggi is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Reagan Companies Asset Management, Inc and Reagan Investment Management since 2018. Prior to that, he worked at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management, Inc serves individuals, high-net-worth clients, and institutional plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor both long-term and short-term strategies according to client goals and risk tolerances.

Molly Bohrer is a financial advisor at Verum Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Morgan Stanley before joining Verum Partners. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that includes advisory and securities transaction services and access to independent portfolio managers, emphasizing ongoing account monitoring and due diligence.

Aaron Piquet is a financial advisor at Gateway Wealth Partners, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Equitable Advisors and Lifeplan CCO, as well as experience in community services and healthcare organizations. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Ellen Raflowski is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 12 years of industry experience. She has worked with Valic since 2016 and previously with AXA Equitable LLC. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Andrew Bartholomew is a financial advisor with key Investment Services LLC in Auburn, NY, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at key Investment Services LLC since 2016 and previously at LPL Financial and First Niagara Securities from 2011 to 2016. key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

John Sammut is a financial advisor at Independent Financial Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network. He also owns Sammut Wealth Management, an independent investment advisory and financial planning business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with a decentralized advisory model and notable retirement-plan consulting capabilities.

John Fabrizio is a financial advisor with LPL Financial in Skaneateles, NY, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities, Inc. from 2016 to 2021. Outside of his advisory role, Fabrizio officiates lacrosse games for the National Intercollegiate Officials Association and local boys lacrosse leagues. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse delivery options and investment strategies supported by an in-house Research team, combining large-scale advisory operations with additional product activities such as insurance and annuity sales.

Gregory Schmitter is a financial advisor at Edward Jones in Seneca Falls, NY, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he served with the New York State Police for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

R. Rienhardt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and PFS Investments Inc. since 2006. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Nicolette Fiermonte is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2016, following a one-year tenure at Merrill Lynch. Outside of her advisory role, she is a New York State Notary, notarizing client documents. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Henry Sandlas V is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Lockheed Martin Corporation and JMS Industries Inc. He studied at Cedarville University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Wendy Morasco is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, and N B T Bank. Outside of her advisory work, she is involved in a family-owned siding business where she handles financial record keeping. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments and portfolio optimization tools to manage a wide range of investment products and offers both wrap and non-wrap fee programs.

Daniel Figueiredo is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and AXA. Outside of his advisory role, he is involved in youth sports coaching and owns a business called We Make Footballers Syracuse. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.