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.

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.

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.

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.

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.

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.

F Libardoni Jr. is a financial advisor with IBN Advisory Services, Inc., holding Series 63 and Series 65 registrations and possessing 46 years of industry experience. His previous work includes roles at Cetera Advisors LLC and Investors Capital Corporation, alongside running Libardoni Financial since 1998. He also serves as an agent for fixed insurance products, including life, disability, and annuities. IBN Advisory Services, Inc. offers investment advisory and financial planning services to individuals and various institutional clients. The firm employs a team-based approach with model-driven strategies, combining multiple analytical methods and utilizing both in-house and third-party managers for portfolio management.

Richard Stevens is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been with IBN Financial Services, Inc. since 2013. Outside of his advisory role, he works as an independent contractor for the Advanced Planning Strategies Program, referring clients to specialists in legal, accounting, and other fields to support comprehensive financial planning. IBN Financial Services, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses through multiple investment teams. The firm manages approximately $180.5 million in discretionary assets, employing a mix of fundamental, technical, and cyclical analysis alongside algorithmic signals to guide portfolio allocations.

John Dobbertin is a financial advisor with IBN Financial Services, Inc. in Fayetteville, NY, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with American Portfolios Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a scout for the Portland Trail Blazers, dedicating 16 to 20 hours per month to this role. 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 multiple investment teams and manages approximately $180.5 million in discretionary assets, employing a mix of fundamental, technical, and algorithmic strategies to adjust client portfolios.

Christopher Moak is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors since 2018, with prior experience at LPL Financial and Independent Financial Partners. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice, offering access to a variety of programmatic solutions and educational resources.

John Serafin is a ChFC® credentialed financial advisor with Mutual of Omaha Investor Services, Inc., based in Liverpool, NY. He has 21 years of industry experience and has been with Mutual/United of Omaha since 2004. Outside of his advisory role, he owns and operates John's Sports Memorabilia, a collectibles sales business he has managed since 1994. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

Matthew Monroe is a financial advisor at Good Life Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Good Life Advisors since 2018, following prior roles at Independent Financial Partners and LPL Financial. Outside of his advisory work, he is involved in ice cream manufacturing through Gabrielle Chocolates and Ice Cream. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers various programmatic solutions, educational seminars, and ongoing planning services.

Daniel Jeffery is a CFP® with 30 years of industry experience, currently affiliated with The AmeriFlex Group. His prior roles include positions at Lincoln Financial Advisors, Commonwealth Financial Network, and Best Times Financial Planning. Outside of his advisory work, he serves as treasurer for the Labrador Mountain Ski Patrol and is a board member of the Cavalry Club. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

David Palmiter is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Citizens Securities, Inc. for 17 years before joining Key Investment Services in 2023. Outside of his advisory role, he owns a single-family rental property. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and businesses. The firm primarily delivers non-discretionary, model-based wrap programs and works with third-party managers while maintaining internal committees to oversee product due diligence and program suitability.

Michael De Bottis is a financial advisor with Key Investment Services LLC in Liverpool, NY, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior firms include LPL Financial, M&T Securities, and Equitable Advisors. 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 primarily operates through non-discretionary, model-based wrap programs and maintains committees for product due diligence and investment advisory oversight.