Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with 15 years at the firm and four years of industry experience. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC provides wealth management, financial planning, and portfolio management services to individual investors, corporations, and retirement plans, employing a strategy centered on low-cost passive funds complemented by tactical individual securities and supported by institutional custody and trade-allocation tools.

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sandhill Investment Management and Manning & Napier Advisors, LLC. He is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, plan sponsors, and businesses, offering discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a combination of analytical approaches across various trading horizons and manages client accounts on an ongoing basis.

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Manning & Napier Advisors and Manning & Napier Benefits. Outside of advising, he is co-founder and CEO of Elite NIL, Inc., a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit connecting Syracuse University athletes with charities. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, offering discretionary portfolio management and retirement-plan advisory services. The firm employs a range of analytical approaches and manages client accounts with discretionary authority.

Andrew Groat is a financial advisor at Aldemar Research Corporation with 21 years of industry experience. He holds a Series 66 designation and has been with Aldemar since 2015. Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, and quantitative methods to guide investment decisions in mutual funds, equities, fixed income, ETFs, and non-U.S. securities.

David Dennett is a financial advisor at Solid Point Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Dennett is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses. The firm provides discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services, utilizing a combination of charting, technical, fundamental, and cyclical analysis across various trading horizons.

Andrew Delmedico is a CFP® with 11 years of industry experience, currently serving as an advisor at Solid Point Wealth Advisors, LLC. He previously worked at Manning & Napier Advisors and Manning & Napier Investor Services. He holds board positions with the Estate Planning Council of Central New York and Westside Community Federal Credit Union, and serves as treasurer for a youth hockey coalition. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, providing discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a range of analytical approaches across various trading horizons and typically requires clients to direct brokerage to a specified custodian.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Casey Ryan is a financial advisor at Howe and Rusling, Inc. with four years of industry experience. He holds a Series 63 designation and has been with Howe and Rusling since 2004. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as institutional relationships. The firm focuses on large-cap equity and intermediate-term fixed income management, combining top-down macroeconomic analysis with bottom-up fundamental research.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and also spent 15 years with Newman Ladd Capital Advisors, LLC. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis and may use options strategies, managing approximately $285 million in discretionary assets through a team of 18 advisors.

Mary Swan is a financial advisor at Leigh Baldwin & CO., LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Her outside activities include serving on the boards of Girls on the Run Upstate NY and Manlius Pebble Hill School, as well as teaching night courses at MainLine School Night. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in discretionary assets through a team of 18 advisors. The firm employs a blend of fundamental and technical analysis, incorporates various investment strategies including options, and acts as an intermediary to third-party wrap and model programs.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Allison Rumschik is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Sycamore Financial Group since 2017 and previously worked at Foliofn Investments, Inc. for three years. Sycamore Financial Group serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and proprietary model portfolios to manage accounts with a long-term focus, primarily recommending individual stocks and bond index funds.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Outside of his advisory role, he maintains a fixed non-variable annuity insurance license. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a blend of fundamental and technical analysis, uses a variety of investment strategies including options, and offers both in-house and third-party managed accounts.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 26 years of industry experience. She has been with Leigh Baldwin since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates part of her time to activities related to fixed annuities, life insurance, and long-term care. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans, foundations, and municipalities. The firm employs a combination of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

Ronald Drake is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Lifemark Securities Corp. since 2012 and has also been an independent insurance agent since 2013. Prior to joining Lifemark, he held accounting positions at Teague Accounting Xperts, Inc. and PUMA Accounting. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, delivering suitability-driven advice tailored through risk assessments with accounts managed on both discretionary and non-discretionary bases.