Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. She previously worked at UBS Financial Services for one year before joining Edward S. Green & Associates, where she has been since 2010. In addition to her advisory role, Nancy provides human resources consulting for Bousquet Holstein PLLC. Edward S. Green & Associates primarily acts as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate clients’ education, retirement, and estate planning with other professionals. The firm does not manage client assets directly but refers clients to a sub-adviser for investment management and serves as the primary client contact for those referrals.

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Lucas Smith is the principal advisor at LTS Wealth Management in Syracuse, NY. He holds the Series 65 designation and has one year of experience in the financial advisory industry. Outside of his advisory role, he has operated a basketball officiating business since 2007 and serves as the grievance chair for the Baldwinsville Teachers Association. He has also maintained longstanding roles in public education, including with the Baldwinsville Central School District. LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses. The firm employs a combination of quantitative and qualitative investment methods within a strategic asset-allocation framework, incorporating tax-aware practices and limited options strategies when appropriate.

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Lifemark Securities Corp. and Americu Capital Management, LLC prior to joining Adirondack Capital Advisors. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation focused investment strategy that combines actively managed and index-based funds, offering individualized investment policies and ongoing monitoring.

James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Americu Capital Management, LLC and Americu Credit Union. He may earn commissions from insurance companies for sales of certain non-variable life, health, annuity, and disability income insurance products. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation centered approach using both actively managed and index-based funds and individual securities, focusing on developing individualized investment policies and ongoing monitoring.

Douglas Burns Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

William Bonk is a financial advisor with IBN Advisory Services, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining IBN Advisory Services, he worked at Trust Advisory Group Ltd and AGES Financial Services, Ltd. Outside of his advisory role, he owns and operates Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Advisory Services, Inc. provides asset management and financial planning for individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing internal teams and third-party managers to develop client-specific investment strategies based on individualized investment policy statements.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Jack Irwin is a financial advisor with Newman Ladd Capital Advisors, LLC and holds a Series 66 designation. He has two years of industry experience and has worked in various roles including tax preparation and administrative capacities at Moen & Thurston. Irwin serves on the boards of the Notre Dame Club of Central New York/Syracuse and Paige's Childhood Cancer Fund, where he acts as treasurer. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs fundamental and cyclical methods in portfolio construction and maintains ongoing monitoring with regular client reporting.

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Manning & Napier Advisors and Benefits prior to joining Solid Point Wealth Advisors in 2022. Outside of advisory work, he is the co-founder and CEO of Elite NIL, a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit that connects Syracuse University athletes with other charities. Solid Point Wealth Advisors serves individuals, plan sponsors, nonprofits, and businesses with discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a varied investment approach including fundamental analysis and technical methods, and is notable for incorporating private and illiquid investments such as private placements and direct real estate exposure.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Securities, LPL Financial, and C & A Accounting Associates. In addition to his advisory role, he is a licensed insurance agent and provides tax preparation and bookkeeping services as an accountant. Goldstrike Capital offers discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm develops tailored investment policy statements and employs modern portfolio theory across a range of asset classes, working under discretionary authority.

Henry Wildhack II is a financial advisor at Armory Capital Management, LLC with 14 years at the firm and 5 years of industry experience. He is based in Syracuse, NY. Armory Capital Management provides fee-only investment management, financial planning, retirement planning, and wealth management to a diverse client base that includes individual investors, trusts and estates, charitable organizations, foundations, and institutional clients. The firm emphasizes asset allocation and rigorous security screening, offering both discretionary portfolio management and consulting services such as written financial plans and hourly planning.

Brian Jennings is a Series 65-licensed advisor at OMC Financial Services Ltd with three years of industry experience. He has previously worked at Greg Jennings LLC and was employed by the St. Louis Cardinals organization from 2016 to 2018. OMC Financial Services Ltd provides individualized investment management and financial planning services primarily on a discretionary basis to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental analysis with technical tools, manages approximately $328 million in discretionary assets, and operates with a three-advisor support team.

Geoffrey Wells is a CFP® with five years of industry experience, currently serving as an advisor at BPC Advisors LLC since 2018. Prior to this, he worked at Rockbridge Investment Management, LLC from 2012 to 2017. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and institutions. The firm uses a quantitative, asset-class focused approach to construct broadly diversified portfolios primarily composed of ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets.

James Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with a PFS™ designation and two years of industry experience. Prior to joining the firm, he worked at PricewaterhouseCoopers LLP for two years and has a background in full-time education. He is also an accountant at Sinopoli & Sinopoli CPAs, P.C., where he provides tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC is a four-person team that offers investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing broadly diversified, passive asset-class exposure and model portfolios, with discretionary portfolio management delegated to Focus Partners Advisor Solutions.

Gregory Jennings is a financial advisor at OMC Financial Services Ltd with five years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Omc Financial Services Ltd since 2012. Jennings previously operated Greg Jennings, LLC from 2018 to 2026. OMC Financial Services, Ltd. provides individualized investment management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental and technical analysis in its investment approach and manages approximately $328 million in discretionary assets with a three-advisor team.