Maxwell Moore is a financial advisor at Birch Wealth Management in Rome, NY, holding Series 63 and Series 65 licenses. He works at a firm with two advisors and provides services including discretionary portfolio management, financial planning, and consulting. Birch Wealth Management serves individual and high-net-worth clients, managing approximately $62 million across about 176 accounts. The firm uses a combination of analytical approaches and focuses on equities, ETFs, and money-market funds, typically managing accounts on a discretionary basis.

Paige Nashton is a financial advisor at Birch Wealth Management in Rome, NY, holding a Series 65 credential with less than one year of industry experience. Prior to her current role, she has held various positions including work at Best Times Financial and other non-financial roles. She is also a notary public. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm combines diversification principles with technical and fundamental analysis to tailor investment strategies based on clients’ financial goals and risk tolerance.

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.

Maggie Sayers is a CFP® and Series 65-licensed financial advisor with over 13 years of industry experience. She currently works at Investor FAN and Visible Wealth Planning, having previously spent 13 years at Gunther Wealth Management. Outside of advising, she is involved with Method Financial Planning, providing back office operations and support. Investor FAN serves a diverse client base including individuals, employer-sponsored retirement plans, trusts, foundations, and charitable organizations. The firm employs a multi-strategy investment approach that incorporates Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and a total of four years in the financial industry. Prior to joining Belpointe in 2019, he worked at Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved in CFO consulting through Chatham Street Consulting Services, LLC, and serves on the finance committee of St. Peter's Church in Rome, NY. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both active and passive strategies tailored to client objectives and risk tolerance, while also supporting various affiliated businesses and proprietary investment products.

Bryan Mc Cormick is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Chatham Street Advisors and Granite City Electric. Outside of advising, he owns and operates Rome Lightery Company, a lighting design and lamp repair business. Belpointe serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios with a range of investment strategies and supports its advisory practice with affiliated businesses and product sponsorships.

Joseph Gunther is a financial advisor with IFG Advisory, LLC and holds Series 63, 65, and 66 licenses. He has 37 years of industry experience, including 15 years at LPL Financial. He also maintains a Certified Financial Planner (CFP) designation and is involved in non-variable insurance sales. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multifaceted investment process combining fundamental, technical, and cyclical analysis and offers comprehensive portfolio management and financial planning services.

Mary Zervos is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and First Niagara Bank. 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 non-discretionary, model-based wrap programs, utilizing third-party managers and affiliated bank-developed models to deliver investment solutions.

Taylor Jaquays is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Taylor has worked with Valic Financial Advisors since 2017 and also holds an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services through a large network of advisors.

Ronald Labella is a financial advisor with Lincoln Investment in Rome, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994 and has also been affiliated with Utica College since 1982. Outside of his advisory role, he owns R&D Enterprises, a computer consulting business advising clients on computer problems and procedures. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning and investment management services through both discretionary and non-discretionary accounts.

Alexander Gere is a financial advisor with Key Investment Services LLC based in Rome, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at KeyBank and Oakley, as well as earlier employment outside the financial sector. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops many of its investment models.

Daniel Orcutt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 37 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with United Professional Advisors and Ameritas Investment Corp since 2012. Outside of his advisory work, he serves as president of DCO Insurance Agency Inc., an independent insurance agency specializing in fixed insurance products and group benefits. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through a combination of model portfolios, third-party sub-advisers, and custom strategies.

John Slifka is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, LPL Financial, Cadaret, Grant & Co., Inc., and Securities America, Inc. He also spent over a decade involved with Three Sisters Farm. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios and third-party asset management programs, and a broad range of securities and insurance products through affiliated broker-dealer and insurance agencies.

Joseph Mazzaferro is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Enterprise. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC. Mazzaferro serves on the board of the RFA Scholar Leader Fund, where he assists in evaluating scholarship candidates. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Logan Reinold is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Berkshire Bank, Turning Stone, and SUNY Polytechnic Institute. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.

Daniel Deblois is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Leigh Baldwin & CO., LLC. Outside of his advisory work, he is involved with DeBlois Enterprises, a business he owns. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brianna Komondor is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked previously at AmeriCU Credit Union and Northern Credit Union. Outside of her advisory role, she is a commissioned notary in Lowville, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Richard Presky is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Pruco Securities, LLC and Prudential Insurance Company of America since 1985. Outside of his advisory work, Presky serves on the Board of Directors for the Genesis Group of Mohawk Valley and is involved with the Mohawk Valley Economic Development organization. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

Michelle Shauger is a financial advisor with Primerica Advisors in Rome, NY, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, she has been involved in sales of loan products, home security referrals, and previously worked as a consultant for Arbonne International. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Raymond Acosta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at several firms, including Lifemark Securities Corp. and CUNA Brokerage Services, Inc., and has been involved with AmeriCU Credit Union since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines advisory services with non-advisory product offerings such as insurance and lending options.

David Waters is a financial advisor with LPL Enterprise in Rome, NY, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and was affiliated with Pruco Securities, LLC from 2013 to 2024. Outside of his advisory role, he is involved with EagleRock Holdings, LLC, an entity used for investing in real estate and private equity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs, combining advisory services with brokerage and insurance products.

Mark Vacca is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years and has operated Vacca Consolidated Financial Services since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.