Samuel Conway is a CFP® and Series 65-registered financial advisor with five years of industry experience. He founded S Conway Consulting, LLC in 2018 after working in education and school professional roles from 2011 to 2018. The firm serves individual clients, small businesses, non-profits, and endowments, providing financial planning, wealth management, and consultation on personal and business finances. S Conway Consulting follows a long-term, diversified, buy-and-hold investment philosophy using low-cost index funds, strategic asset allocation, and discretionary portfolio management tailored to clients’ goals and risk tolerances.

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.

Thomas Poelling is a financial advisor at Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Centennial Wealth Management since 2011. Centennial Wealth Management provides discretionary investment management through a wrap-fee asset management program, serving a small client base without a high-net-worth segment. The firm manages a single, non-customized portfolio focused on long-term compounding, utilizing an investment model based on economic indicators and various analytical methods.

Charles Barnes is a financial advisor at Merryfield Barnes, LLC in Ithaca, NY, holding a Series 66 designation with four years of industry experience. He has been with Merryfield Barnes since 2011. Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, and customizes portfolios based on client risk profiles and time horizons.

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.

Melissa Vanderhoof is a financial advisor at Fingerlakes Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Cayuga Medical Center for seven years. Outside of her advisory role, she serves on the boards of the Tompkins County Public Library Foundation and the Tompkins County Chamber of Commerce. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.

Arndt Poelling is a financial advisor at Centennial Wealth Management Inc. in Ithaca, NY, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Centennial Wealth Management since 2011. Centennial Wealth Management provides discretionary investment management through a wrap-fee asset management program, serving a small client base with a single, non-customized portfolio focused on long-term compounding using economic indicators and multiple analytical approaches. The firm operates exclusively through its wrap program and manages client accounts on a discretionary basis.

Ksenia Trikoz is a financial advisor at Fingerlakes Wealth Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fortune Financial Services and Plum Street Advisors. Outside of finance, she is the owner of Verdi Studio LLC, a photography business specializing in headshots and family portraits. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, using a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.

Susan Mccormick is a financial advisor at Fingerlakes Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. and Fingerlakes Wealth Management since 2009. Fingerlakes Wealth Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm employs a blend of fundamental and technical analysis, incorporating ESG considerations, and offers both discretionary asset management and pension consulting services.

Marshall Mccormick is a CFP® and Series 65-licensed financial advisor with 13 years of experience at Fingerlakes Wealth Management, Inc. in Ithaca, NY. He serves on the boards of two local nonprofit organizations, Finger Lake ReUse and the Center of Community Transportation, participating in fundraising and governance activities. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm employs a blend of fundamental and technical analysis, incorporating ESG factors when appropriate, and offers a range of strategies from long-term investing to active trading.

Shane O'Neill is a CFP® with eight years of industry experience, currently serving as an advisor at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, where he has worked since 2014. He holds a Series 65 license and is part of a five-advisor team. Cornell Pochily serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $570 million in regulatory assets with an additional $165 million under advisement, offering customized, long-term investment portfolios combined with financial planning, consulting, and tax preparation services.

Molly O'Neill is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Cornell Pochily Investment Advisors, Inc. since 2016. Prior to joining the firm, she had a period of extended travel and brief unemployment in 2015 and 2016. Cornell Pochily serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $570 million in assets on a primarily discretionary basis, offering customized investment portfolios alongside financial planning, consulting, and tax preparation services.

Ezra Cornell is a financial advisor with Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cornell Pochily since 2008 and previously worked at Purshe Kaplan Sterling for 10 years. Cornell serves on the Board of Trustees at Cornell University and is a board member of Park Outdoor Advertising. Cornell Pochily serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $570 million in discretionary assets and offers tailored investment management, financial planning, consulting, and tax preparation services through customized, long-term oriented portfolios.

Nelson Mead is a financial advisor at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, holding the CFP®, CFA®, and Series 63 designations with eight years of industry experience. He has been with the firm since 2010. Cornell Pochily serves individuals, including high-net-worth clients, as well as various institutional clients, providing discretionary and non-discretionary investment management alongside financial planning, consulting, and tax preparation services. The firm constructs customized, long-term portfolios using a range of securities and integrates tax advisory within its wealth management approach.

Matthew Stoutenburg is a CFP® with 12 years of industry experience, currently serving as an advisor at Cornell Pochily Investment Advisors, Inc. since 2023. His prior experience includes roles at CFCU Community Credit Union, LPL Financial LLC, and Edward Jones. Cornell Pochily serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $570 million in regulatory assets. The firm offers customized, long-term investment portfolios alongside integrated tax preparation and advisory services, with a focus on discretionary portfolio management and a range of investment instruments.

Linda Parks is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. She has worked at Forum Financial Management, LP since 2022 and previously operated her own advisory firm, Linda Parks, Financial Advisor, LLC, for nine years. Parks is also a CPA, a credential she has maintained since 2000. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs aligned with a Modern Portfolio Theory approach.

Keith Baier is a CFP® professional with 24 years of industry experience. He has been with Moors & Cabot, Inc. since 2022, following six years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. Outside of his advisory role, Baier is involved in his local community as a basketball referee and coach for women's basketball in Sidney, NY. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary portfolio management and fee-based financial planning services.

Ngoc Sou is a financial advisor at Forum Financial Management, LP with a Series 65 designation and three years of industry experience. Prior to joining Forum in 2022, Ngoc worked at Cornell University and Virginia Polytechnic Institute and State University. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

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.

Guillermo Rossi is a financial advisor with Bolton Securities Corporation, holding a Series 63 designation and 16 years of industry experience. He has worked at UBS Financial Services Inc. for 12 years before joining Bolton Global Asset Management and Bolton Global Capital in 2023. Outside of his advisory role, he is the owner and managing director of NY Capital Markets LLC and also manages Martik LLC, both entities related to securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and tactical flexibility.