Emil Bielecki is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2009. Outside of his advisory role, Emil serves as a Town Clerk in the Town of Vestal. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party managers tailored to client profiles.

Ryken Ruuspakka is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Edward Jones since 2016. Ruuspakka serves as president of the Rotary Club of Elmira, where he runs meetings and community programs without compensation. Ashton Thomas Securities serves individuals, businesses, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment products and third-party models tailored to client profiles.

Matthew Adler is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked concurrently at Cheevers Hand & Angeline and Excel Securities & Associates, Inc. since 2009 and has been associated with John Hancock Mutual Life Insurance Co. since 1981. Adler also serves as president and insurance agent at Cheevers Hand & Angeline, focusing on non-variable insurance sales and service. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party sub-advisers tailored to client profiles.

William Scanlon Jr. is a financial advisor at Latitude Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise, Latitude Advisors, GWN Securities Inc., and his own practice, William J. Scanlon, Jr. Prior to his current role, he spent 15 years at Latitude Advisors and GWN Securities. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs model-based strategies combined with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Alexandra Richey is a financial advisor at Gradient Securities, LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Citizens & Northern Bank. Outside of advising, she serves as a volleyball bookkeeper for the Troy Area School District. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable focus on third-party manager referrals and non-discretionary advice.

Joshua Fallenstein is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Freedom Wealth Management, LLC dba AJ Freedom Financial, Freedom Financial Insurance, LLC, and Freedom Financial Tax, LLC in various capacities since 2015. Fallenstein is also the managing member of Freedom Financial Tax, LLC and Freedom Financial Insurance, LLC, where he is involved in tax preparation, tax planning, and insurance services. Additionally, he serves on the membership committee of BNI. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer functions and works extensively with third-party managers while managing over $590 million in assets on a non-discretionary basis.

Sarah Carr is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2020. She also provides financial wellness coaching and is involved with the Financial Therapy Association, which bridges financial planning and cognitive behavioral therapy. Additionally, she serves as board chair of the RReclamation Collective, a nonprofit focused on education and advocacy for those affected by religious harm, and acts as treasurer for Endless Mountains Pride, supporting LGBTQ+ community initiatives. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios with a range of strategies and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Thomas Surowka is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and bringing 41 years of industry experience. He has worked with Kestra Advisory Services and Kestra Investment Services since 2016 and is also a senior director at NFP Corporate Services (NY), where he oversees sales and marketing. Outside of his advisory roles, Surowka serves as president of the Lake Chrisann Community Association, engaging in local environmental and compliance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to employee education and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

Richard Bulger is a CFP® professional with 47 years of industry experience. He has been with Commonwealth Financial Network since 2003. Outside of his advisory role, he is president and sole owner of Benefit Consultants Inc., a third-party administrator providing design, installation, and administration services for qualified plans. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, and compliance.

William Reynolds Jr. is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at First Niagara Bank and LPL Financial. Outside of his advisory role, he is involved in real estate as an owner and landlord. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, 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.

Robert Kline is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2010. Outside of advisory services, he provides notary public services to his clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions to support its investment recommendations.

Daniel Tucker is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has been with Tucker Haskins and Associates and Commonwealth Financial Network since 2005. Tucker is also president and co-owner of Tucker-Haskins, Inc., an entity engaged in securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management.

James Haskins is a financial advisor with Commonwealth Financial Network in Vestal, NY, holding a Series 63 designation and 32 years of industry experience. He has worked at Tucker Haskins & Associates and Commonwealth Financial Network since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Kevin Vestel is a financial advisor with Edward Jones, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Kahlil Adames is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Bank of America, and Merrill. He is also involved with Visions Analysis LLC and Visions Federal Credit Union. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Christopher Yurko is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has been with Cetera and its affiliates since 2019, following nine years at Foresters Financial. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Alyssa Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at LPL Financial since 2019 and is also employed as a Licensing Assistant for the New York State Gaming Commission. 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 investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Jill Chapman is a financial advisor at Cetera with 23 years of industry experience. She holds the Series 63 designation and has worked at Cetera since 2019, following nine years at Foresters Financial. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Patrick Ousterout is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He also has a concurrent role at Pella Windows & Doors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

David Mazzini is a financial advisor with Edward Jones in Endicott, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he is involved in managing residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and affiliated investment products.