Jonathan Bartholomew is the sole advisor at Rock Ridge Wealth LLC, an independent firm based in Sackets Harbor, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Rock Ridge Wealth in 2021, he worked at LPL Financial, Northern Financial Services, Northern Credit Union, and NBT Bank and its affiliated financial services. Outside of financial advising, he owns Concealed Designs LLC, a startup furniture design business. Rock Ridge Wealth serves individual and corporate clients, providing portfolio management, financial planning, cash management, and pension consulting. The firm employs a range of investment strategies, including actively managed sleeves that utilize a third-party machine-learning model focused on S&P 500 exposures, and offers estate planning coordination through digital providers.

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and nine years of industry experience. He has worked with multiple affiliated firms, including United Professional Advisors, United Wealth Advisors Group, and Ameritas Investment Corp. Freeman is involved in retirement and estate education planning and assists clients with rollovers and life insurance needs. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing model portfolios, third-party sub-advisers, and custom strategies. The firm provides both discretionary and non-discretionary portfolio management and places a significant emphasis on retirement-plan advisory and fiduciary services for plan sponsors and participants.

Neil Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked with multiple affiliated firms within the Ameritas network since 2006 and currently holds roles at United Professional Benefits, United Wealth Advisors Group, LLC, and United Professional Advisors, LLC. Freeman is also licensed as an independent insurance agent, focusing on fixed insurance products and health insurance services. 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, fiduciary retirement-plan advice, and utilizes a range of model portfolios, third-party sub-advisers, and custom strategies.

Kim Allen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has held roles at multiple firms including United Professional Advisors LLC, United Wealth Advisor Group, and The AFP Group. Allen is also a partner in Gingham LLC, where he focuses on employee 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 and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Arnold Pechler III is a CFP® with 43 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His career includes roles at Sage Financial Planning, CAP Advisory Services, and United Wealth Advisor Group. He is also licensed as an independent insurance agent, involved in recruiting and training agents for Ameritas general agency operations. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement-plan consulting through a combination of discretionary and non-discretionary strategies.

Douglas Dier is a financial advisor with Lincoln Investment, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Legend Advisory Corporation and Legend Equities Corporation before joining Lincoln Investment in 2017. He is also president of Dier Agency, Inc., a property and casualty insurance business, and serves on the board of directors for the Thousand Islands Bridge Authority. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of financial planning, portfolio management, and advisory services.

Coltan Goodwine is a financial advisor at Ameritas Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked with United Wealth Advisors Group and United Professional Advisors, where he also performs paraplanning and financial planning activities. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Laurie Podvin is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 65 designation and has worked at Commonwealth since 2024. Laurie also has roles at ETFIdea, LLC and Bowers & Company CPAs PLLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various program structures, while acting as a back-office and platform provider to affiliated advisors.

Michael Pavlot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ford, English Financial Group, LLC and Commonwealth Financial Network since 2003. Outside of his advisory role, he serves as a basketball official with the International Association of Approved Basketball Officials and is a member of the Board of Assessment Review for the Town of Clayton. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers its advisors access to discretionary model portfolios and various program structures while serving as a back-office and platform provider.

Hannah Brady is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at First Command and related entities since 2020. Prior to that, she was employed at the DOD Community Bank operated by Bank of America. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that features financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured engagements with written plans and ongoing progress meetings.

George Simser is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation for a combined 22 years. 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, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and ERISA retirement plan advice.

Sean Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior roles include positions at CUNA Brokerage Services, Inc., LifeMark Securities Corp., AmeriCU Credit Union, and Kall & D'argenio, CPAs LLP. He is currently a member financial advisor at AmeriCU Credit Union. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of delivery options supported by an in-house research team, combining large-scale advisory operations with additional non-advisory product offerings.

Kevin Ogrady is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at FSC Securities Corporation for 20 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a board member of the Rotary Foundation of Pittsford, NY, and is involved with O'Grady & Associates, Inc. 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 asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Brent Sanford is a financial advisor with LPL Enterprise, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients.