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.

Douglas Burns is a CFP® and CFA® credentialed advisor with 10 years of experience at BPC Advisors LLC and 2 years at Rockbridge Investment Management. He holds Series 63 and Series 66 licenses and is based in East Syracuse, NY. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a quantitative, asset-class first approach to construct diversified portfolios using ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets for about 130 clients.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank and LPL Financial. Outside of advising, he is involved in tax preparation and bookkeeping as an accountant with C & A Accounting Associates Inc. Goldstrike Capital LLC is a registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, offering both long-term and short-term trading tailored to client-specific risk tolerance and objectives.

Geoffrey Wells is a CFP® with five years of industry experience, currently serving as an advisor at BPC Advisors LLC since 2018. Prior to this, he worked at Rockbridge Investment Management, LLC from 2012 to 2017. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and institutions. The firm uses a quantitative, asset-class focused approach to construct broadly diversified portfolios primarily composed of ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets.

James Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with a PFS™ designation and two years of industry experience. Prior to joining the firm, he worked at PricewaterhouseCoopers LLP for two years and has a background in full-time education. He is also an accountant at Sinopoli & Sinopoli CPAs, P.C., where he provides tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC is a four-person team that offers investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing broadly diversified, passive asset-class exposure and model portfolios, with discretionary portfolio management delegated to Focus Partners Advisor Solutions.

Mark Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include long-term service at MML Investors Services, Inc. and concurrent work with IBN Financial. MPM Advisors Group LLC serves pooled vehicles and institutional clients, focusing on pension and profit-sharing plans. The firm emphasizes passive investment management through low-cost index funds and ETFs, incorporates multiple research methods, and provides portfolio management, financial planning, and educational seminars.

John Mahshie is a financial advisor at MPM Advisors Group LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IBN Financial Services, Inc. and Lifemark Securities Corp. In addition to his advisory role, he is an owner and partner of MPM Tax Pros, a tax preparation service. MPM Advisors Group LLC serves pooled vehicles and institutional clients, including pension and profit-sharing plans, providing investment management, financial planning, and educational seminars. The firm primarily employs a passive investment approach focused on low-cost index funds and ETFs, supplemented by research and due diligence on independent managers as part of its team-oriented service model.

Vincent Sinopoli Jr. is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in the accounting profession as president of Sinopoli & Sinopoli, Certified Public Accountants, P.C. since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach with diversified, passive asset-class exposure and is formally affiliated with an accounting firm, which is uncommon among similarly sized advisory teams.

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Michael Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at PricewaterhouseCoopers LLP. In addition to his advisory role, Sinopoli is an accountant at Sinopoli & Sinopoli CPAs, P.C., providing tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC serves individuals, trusts, charitable organizations, businesses, and retirement plans, managing portfolios based on Modern Portfolio Theory using diversified, passive asset-class exposures. The firm operates as a four-person team and is formally affiliated with an accounting firm, a structure that includes procedures to manage related conflicts of interest.

Gennaro Concolino is a financial advisor at Goldstrike Capital LLC with a Series 65 designation and no prior industry experience before joining the firm in 2025. He is also the president and owner of C & A Accounting Associates Inc and has held that role since 2000. In addition, he owns JCF Reality, a company involved in investment rental properties. Goldstrike Capital LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and tailored risk management. The firm offers discretionary portfolio management, individualized Investment Policy Statements, and both one-time and ongoing financial planning engagements.

Philip Valeriano is a financial advisor with National Wealth Management Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including nine years with Wells Fargo Clearing Services and seven years with Wells Fargo Advisors. He is a 50% owner and active collaborator in Valeriano & Son LLC, a fee-only registered investment adviser based in Las Vegas. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm’s approach is individualized and long-term focused, with advisors delivering tailored strategies across various asset classes using multiple advisory platforms and custodians.

William Bonk is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with IBN Advisory Services, Inc. and has previously worked at Trust Advisory Group Ltd, AGES Financial Services, Ltd, and The Leaders Group, Inc. Outside of advisory services, he owns and directs Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Advisory Services, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses multiple investment teams to offer model-based strategies and allocates client assets among its own strategies and independent third-party managers, employing a variety of analytical approaches and portfolio adjustments.

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Harjit Arora is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with IBN Financial Services since 2001. IBN Financial Services, Inc. provides financial planning, asset management, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams, managing approximately $180.5 million in discretionary assets for about 735 clients, using a combination of fundamental, technical, and cyclical analysis alongside algorithmic signals to guide portfolio allocations.

Robert Tackabury is a financial advisor with IBN Financial Services, Inc. in Hamilton, NY, holding a Series 63 designation and 31 years of industry experience. He has been with IBN Financial Services since 2004. In addition to his advisory role, Tackabury operates a CPA firm offering tax preparation, bookkeeping, and CPA services, and sells insurance products including long-term care insurance. IBN Financial Services, Inc. provides financial planning, asset management, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs multiple investment teams and manages approximately $180.5 million in discretionary assets across about 735 clients.

Elliot Schrag is a financial advisor at IBN Financial Services, Inc. with 17 years of industry experience. He holds a Series 63 designation and has worked at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. since 2015. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams and manages approximately $180.5 million in discretionary assets for about 735 clients, employing a variety of strategies including fundamental, technical, and algorithmic analysis.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Investments, Cadaret Grant & Co., Inc., and Quickline Capital Partners. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm manages approximately $278 million in client assets and incorporates a structured investment process with an emphasis on faith-based, Biblically Responsible Investment screening.

Norman Caffrey is a financial advisor with IBN Financial Services, Inc. in Cicero, NY, holding a Series 63 designation and bringing 41 years of industry experience. He has been with IBN Financial Services since 2002. Outside of his advisory role, he occasionally performs as a guitar player. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams and employs a range of strategies, including fundamental and technical analysis, to manage approximately $180.5 million in discretionary assets.