Samuel Conway is a CFP® professional with five years of industry experience, currently operating as the sole advisor at S Conway Consulting, LLC in Ithaca, NY. He previously worked at School Professionals for two years before founding his independent firm in 2018. S Conway Consulting serves individual clients of varying net worths as well as small businesses, non-profits, and endowments. The firm focuses on comprehensive financial planning and fee-only investment advice, employing a long-term, diversified, and low-cost investment approach with an emphasis on model portfolios and discretionary portfolio management.

Thomas Evans is the sole advisor at Evans Capital Partners LLC in Trumansburg, NY. He holds a Series 65 designation and has three years of industry experience. Evans has been affiliated with Cornell University since 2007. Evans Capital Partners LLC provides discretionary investment management services focused on equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm employs a value-oriented approach targeting undervalued micro-, small-, and mid-cap equities and debt, maintaining highly concentrated portfolios with sector and international diversification while avoiding leverage and derivatives.

Thomas Poelling is a financial advisor with Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Centennial Wealth Management since 2011. The firm offers discretionary investment advisory asset management through a wrap-fee program, using a single, uniform portfolio based on economic indicators and valuation parameters for individual clients. Centennial Wealth Management is notable for acting as a wrap-fee program sponsor and operating exclusively through this platform without offering customized portfolios or non-wrap accounts.

Charles Barnes is a financial advisor at Merryfield Barnes, LLC in Ithaca, NY, holding a Series 66 designation with four years of industry experience. He has been with Merryfield Barnes since 2011. Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, and customizes portfolios based on client risk profiles and time horizons.

Anne Chernish is a CFP® with 17 years of industry experience, currently serving at Anchor Capital Management, LLC since 2007. She holds a Series 63 license and is based in Ithaca, NY. Anchor Capital Management is a fee-only SEC-registered investment adviser that provides tailored portfolio management and consulting services to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis combined with technical and cyclical tools, incorporates ESG factors, and offers focused investment selections with ongoing monitoring aligned to client objectives.

Melissa Vanderhoof is a financial advisor at Fingerlakes Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Cayuga Medical Center for seven years. Outside of her advisory role, she serves on the boards of the Tompkins County Public Library Foundation and the Tompkins County Chamber of Commerce. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.

Arndt Poelling is a financial advisor at Centennial Wealth Management Inc. in Ithaca, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Centennial Wealth Management since 2011. The firm provides discretionary investment advisory asset management exclusively through a wrap-fee program, offering a single, uniform portfolio to individual clients based on a model that incorporates fundamental, technical, and cyclical analysis. Centennial Wealth Management is notable for acting as a wrap-fee program sponsor and operating a focused platform with a small team of two advisors.

Ksenia Trikoz is a financial advisor at Fingerlakes Wealth Management, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Plum Street Advisors LLC, LPL Enterprise, and PRUCO Securities, LLC. Outside of her advisory role, Ksenia is the owner of Verdi Studio LLC, a photography business specializing in headshots and family portraits. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, employer retirement plans, and business entities. The firm employs a mix of fundamental and technical analysis with ESG considerations and uses a variety of strategies, including options and borrowing, to manage approximately $285 million in client assets.

Susan Mccormick is a financial advisor at Fingerlakes Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. and Fingerlakes Wealth Management since 2009. Fingerlakes Wealth Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm employs a blend of fundamental and technical analysis, incorporating ESG considerations, and offers both discretionary asset management and pension consulting services.

Angela Oneill is a CFP® professional with 26 years of experience in financial planning. She has been with New Horizon Financial Strategies, LLC since 2019 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2011 to 2019. Outside of her advisory role, she assists with bookkeeping for a family-owned winery. New Horizon Financial Strategies serves a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a long-term investment approach utilizing model portfolios and third-party managers, and offers integrated accounting and advisory services through a coordinated team of advisors.

Marshall Mccormick is a CFP® and Series 65-licensed financial advisor with 13 years of experience at Fingerlakes Wealth Management, Inc. in Ithaca, NY. He serves on the boards of two local nonprofit organizations, Finger Lake ReUse and the Center of Community Transportation, participating in fundraising and governance activities. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm employs a blend of fundamental and technical analysis, incorporating ESG factors when appropriate, and offers a range of strategies from long-term investing to active trading.

Kevin Tarnovski is a financial advisor at New Horizon Financial Strategies, LLC in Ithaca, NY, holding a Series 65 designation with three years of industry experience. He has worked at New Horizon Financial Strategies since 2016 and previously spent three years at Bloomberg L.P. New Horizon Financial Strategies serves individual clients, retirement plans, trusts, estates, charities, and businesses, offering a range of financial planning and investment advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and integrates accounting and advisory services through its affiliation with an accounting practice.

Paul Strebel is a CFP® with five years of experience at New Horizon Financial Strategies, LLC. He has held professional roles including CPA at Paul A. Strebel, CPA PC since 1995 and partner at Strebel & Strebel, CPAs since 1986. Outside of his financial advising career, he is a partner in a business coaching venture and owns a memorial jewelry business. New Horizon Financial Strategies serves individual investors, retirement-plan sponsors, and institutional clients by providing financial planning, portfolio management, and retirement-plan consulting. The firm’s investment approach integrates fundamental and technical analysis, employs both long- and short-term strategies, and incorporates tax and accounting expertise through affiliated CPA professionals.

Shane O'Neill is a CFP® with eight years of industry experience, currently serving as an advisor at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, where he has worked since 2014. He holds a Series 65 license and is part of a five-advisor team. Cornell Pochily serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $570 million in regulatory assets with an additional $165 million under advisement, offering customized, long-term investment portfolios combined with financial planning, consulting, and tax preparation services.

Molly O'Neill is a Certified Financial Planner™ with nine years of industry experience. She has been with Cornell Pochily Investment Advisors, Inc. since 2016. Cornell Pochily serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, consulting, and in-house tax preparation, with a focus on tailored investment strategies and coordination with clients’ other professionals.

Ezra Cornell is a financial advisor with Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cornell Pochily since 2008 and previously worked at Purshe Kaplan Sterling for 10 years. Cornell serves on the Board of Trustees at Cornell University and is a board member of Park Outdoor Advertising. Cornell Pochily serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $570 million in discretionary assets and offers tailored investment management, financial planning, consulting, and tax preparation services through customized, long-term oriented portfolios.

Nelson Mead is a financial advisor at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, holding the CFP®, CFA®, and Series 63 designations with eight years of industry experience. He has been with the firm since 2010. Cornell Pochily serves individuals, including high-net-worth clients, as well as various institutional clients, providing discretionary and non-discretionary investment management alongside financial planning, consulting, and tax preparation services. The firm constructs customized, long-term portfolios using a range of securities and integrates tax advisory within its wealth management approach.

Matthew Stoutenburg is a CFP® with 12 years of industry experience, currently serving as an advisor at Cornell Pochily Investment Advisors, Inc. since 2023. His prior experience includes roles at CFCU Community Credit Union, LPL Financial LLC, and Edward Jones. Cornell Pochily serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $570 million in regulatory assets. The firm offers customized, long-term investment portfolios alongside integrated tax preparation and advisory services, with a focus on discretionary portfolio management and a range of investment instruments.

Linda Parks is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has worked at Forum Financial Management, LP since 2022 and previously operated her own advisory firm, Linda Parks, Financial Advisor, LLC, for nine years. Parks is also a licensed CPA with over 26 years in that profession. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing institutional mutual funds, ETFs, and individual fixed income strategies, while also supporting independent advisors and RIAs through its turnkey asset management and back-office services.

Keith Baier is a CFP® professional with 24 years of industry experience. He has been with Moors & Cabot, Inc. since 2022, following six years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. Outside of his advisory role, Baier is involved in his local community as a basketball referee and coach for women's basketball in Sidney, NY. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary portfolio management and fee-based financial planning services.