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.

Andrew Smith is a Series 65-licensed financial advisor at Forum Financial Management, LP with one year of industry experience. Prior to joining Forum, he held roles at Florae Collaborative LLC, a plant nursery consulting on strategic planning and budgeting, and serves as Assistant Director of Global Operations at Cornell University. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other RIAs, implementing model portfolios primarily using DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

Michael Strong is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds a Series 66 designation and has nine years of industry experience. Since 2016, he has been associated with H&H Financial Group and affiliated firms including Eagle Strategies and New York Life. Outside of his advisory role, he is involved in insurance brokering and holds a profit interest in Herrington Real Estate LLC, which leases office space to his partners. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients, providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Scott Hurlbut Sr. is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at H&H Financial Group since 2012 and New York Life-related entities since 1986. Outside of his advisory work, he brokers health and life insurance and is involved with H&H Financial Group, which offers products not provided by New York Life. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Manda Lewis is a financial advisor with Eagle Strategies (New York Life) based in Trumansburg, NY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been associated with Eagle Strategies since 2010 and with New York Life and affiliated entities since 2005. Outside of her advisory role, she is an associate at H&H Financial Group, involved in brokering life and health insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Colton Herrington is a financial advisor with Eagle Strategies (NY Life) based in Painted Post, NY, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with H&H Financial Group and New York Life-related entities since 2013. Outside of advisory work, Herrington is involved in several business ventures including operating an employment agency and a construction and excavation company. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating advisory services with affiliated insurance and broker-dealer entities.

Lucas Herrington is a financial advisor with Eagle Strategies (New York Life) based in Trumansburg, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been associated with H & H Financial Group and Eagle Strategies since 2012 and has worked with New York Life and Nylife Securities since 2010 and 2011, respectively. Outside of advisory services, Herrington is involved in insurance brokering and is a co-owner of a construction and excavation company. Eagle Strategies LLC serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, and charitable organizations, by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with integrated insurance and broker-dealer capabilities.

Kyle Herrington is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds the ChFC® designation and has 35 years of industry experience. He has been affiliated with Eagle Strategies since 1998 and operates H&H Financial Group, which sells New York Life products and brokers non-registered insurance products. Outside of financial advising, he owns Crescent Lake Camp Grounds, a rental property. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Erin Shawkey is a Series 66-registered financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones, she held positions at LPL Financial, M&T Securities, Morgan Stanley Private Bank, and Lilly USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets across a network of over 23,000 advisors and offers affiliated capabilities such as mutual funds, a trust company, and securities-based lending.