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, with 15 years at the firm and five years of industry experience. He holds a Series 66 designation. Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm uses a combination of fundamental, technical, and cyclical analysis with a multi-capitalization strategy, tailoring portfolios to client risk profiles and objectives.

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.

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.

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® with 25 years of industry experience, currently serving as a financial advisor at Moors & Cabot, Inc. since 2022. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of his advisory work, Baier coaches women's basketball and serves as a basketball referee in Sidney, New York. Moors & Cabot serves retail and high‑net‑worth individuals, corporations, pension and profit‑sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, consulting, and advice‑only services through a multi‑strategy investment approach.

Ngoc Sou is a financial advisor at Forum Financial Management, LP with four years of industry experience. They hold the Series 65 designation and have worked at Forum Financial Management since 2022. Prior to this, Ngoc was affiliated with Cornell University and Virginia Polytechnic Institute and State University. Forum Financial Management, LP provides investment advisory and related services to a diverse client base, including high-net-worth individuals, retirement plan sponsors, charitable organizations, and corporate clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing institutional mutual funds and ETFs, and offers back-office and sub-advisory services to independent advisors and RIAs.

Andrew Smith is a financial advisor at Forum Financial Management, LP with one year of industry experience and holds a Series 65 credential. Prior to joining Forum, he worked in various roles including a consultant at Florae Collaborative LLC, a plant nursery business, and as Assistant Director of Global Operations at Cornell University. At Cornell, he manages international subsidiaries. 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 and offers a range of services including discretionary portfolio management, financial planning, and back-office support to independent advisors and RIAs.

Guillermo Rossi is a financial advisor with Bolton Securities Corporation, holding a Series 63 designation and 16 years of industry experience. He has worked at UBS Financial Services Inc. for 12 years before joining Bolton Global Asset Management and Bolton Global Capital in 2023. Outside of his advisory role, he is the owner and managing director of NY Capital Markets LLC and also manages Martik LLC, both entities related to securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and tactical flexibility.