Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

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.

Philip Valeriano is a financial advisor with National Wealth Management Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including nine years with Wells Fargo Clearing Services and seven years with Wells Fargo Advisors. He is a 50% owner and active collaborator in Valeriano & Son LLC, a fee-only registered investment adviser based in Las Vegas. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm’s approach is individualized and long-term focused, with advisors delivering tailored strategies across various asset classes using multiple advisory platforms and custodians.

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.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Investments, Cadaret Grant & Co., Inc., and Quickline Capital Partners. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm manages approximately $278 million in client assets and incorporates a structured investment process with an emphasis on faith-based, Biblically Responsible Investment screening.

Jill Bassett is a financial advisor at Leigh Baldwin & CO., LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Prestige Investing LLC and Financial Quest Inc. Bassett also operates a business offering long-term care, disability, fixed annuities, life insurance, and Medicare plans. 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 municipalities. The firm employs a blend of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

Linda Mcanelly is a financial advisor at Leigh Baldwin & CO., LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin since 1998, with prior experience at Financial Quest, Inc. and Prestige Investing LLC. Outside of advisory work, she has offered long-term care, disability, fixed annuities, life insurance, and Medicare plans through various insurance companies, and was appointed as a FINRA arbitrator, although she is not currently active in that role. 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 mix of fundamental and technical analysis, uses both long- and short-term positions, and may incorporate options strategies, managing about $285 million in discretionary assets through a team of 18 advisors.

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.

Daniel Michel is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation before joining Lincoln Investment in 2017. Outside of his advisory role, Michel is president and treasurer of Michel Tax & Accounting Service, Inc., which provides tax preparation and business management services. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, retirement plans, charitable organizations, and corporations, offering a range of financial planning and portfolio management services that include advisor-managed and third-party strategies.

Brandon Maggio is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to review program suitability and third-party strategists.

Jeffrey Petroske is a financial advisor with TIAA-CREF in Baldwinsville, NY, holding Series 63 and 65 designations and six years of industry experience. His prior roles include positions at M&T Securities and M&T Bank, where he worked for seven years each before joining TIAA and TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers a range of advisory services including model- and manager-driven portfolios and acts as adviser to a donor-advised fund.

Amber Amidon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Guardian Life Insurance Company and Park Avenue Securities. She also serves as a power of attorney for a family member. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Clifford is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services and its predecessor entities since 2019. Prior to that, he worked at First Niagara/KeyBank starting in 2010. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs with oversight from internal committees and operates as part of a bank-affiliated group.

Andrew Baker is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Independent Financial Group since 2012 and previously at M.T. Flanagan & Associates. Outside of his advisory role, he operates a sole proprietorship involved in buying and selling used boats, RVs, autos, and snowmobiles at retail. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services, managing approximately $11.3 billion in regulatory assets and distributing advisory services through a large national network of Investment Adviser Representatives.

Carolyn Barnaba is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Her career includes roles at KeyBank and Empower Federal Credit Union. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and employs third-party managers to implement trades within selected models.

Chad Wilkinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Kestra Advisory, NFP Securities, and the P & A Group. Outside of his advisory work, he is co-owner of several farming-related businesses, including G Wilkers Milkers, LLC and Wilkholm Farm, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 3,150 advisors. The firm provides a range of advisory programs and services, along with operational, trading, technology, and compliance support, enabling advisors to offer customized portfolio solutions and access to model portfolios managed by its Investment Management and Research team.