Karen Meriwether is a CFP® professional with over 30 years of experience at John G. Ullman & Associates, Inc., where she has worked since 1984. She holds Series 63 and Series 65 licenses and is based in Corning, NY. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

John Ullman is a financial advisor at John G. Ullman & Associates, Inc with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with USGM Securities Inc. since 1978. He also serves as director and president of USGM Securities and as a director of American Equity Development Corp. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, generally focusing on accounts with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and risk-segmented portfolio management.

Thomas Snow is a financial advisor with John G. Ullman & Associates, Inc. in Corning, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with John G. Ullman & Associates since 1982. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing accounts with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and risk-segmented portfolios focused on low-to-moderate risk.