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.

Mark Mahshie is a financial advisor at MPM Advisors Group LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for nearly four decades and IBN Financial before joining MPM Advisors Group. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment management using index mutual funds and ETFs, focusing on asset allocation and periodic rebalancing, and offers client-specific investment policies and educational seminars.

John Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior experience includes roles at IBN Financial Services, Inc., Lifemark Securities Corp., and independent insurance agency work. Outside of advising, he is an owner and partner in a tax preparation business, MPM Tax Pros. MPM Advisors Group LLC offers discretionary investment management and comprehensive financial planning services to individuals, retirement plans, and corporate clients. The firm focuses on passive investment strategies using index funds and ETFs, emphasizes asset allocation and rebalancing, and provides educational seminars and client communications.

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Gennaro Concolino is a financial advisor at Goldstrike Capital LLC with a Series 65 designation and no prior industry experience before joining the firm in 2025. He is also the president and owner of C & A Accounting Associates Inc and has held that role since 2000. In addition, he owns JCF Reality, a company involved in investment rental properties. Goldstrike Capital LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and tailored risk management. The firm offers discretionary portfolio management, individualized Investment Policy Statements, and both one-time and ongoing financial planning engagements.

Christopher Avery is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 66 designation and 20 years of industry experience. He has been with IBN Financial Services since 2008 and has prior experience at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is involved in construction through CM Property Group and works as a Medicare sales agent. IBN Financial Services is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple methods of analysis and utilizes a range of investment vehicles to manage assets for approximately 497 client relationships.

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Richard Carlesco Jr. is an advisor at IBN Financial Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with IBN Financial Services since 2002. He is also a board member and volunteer for Victory for Vets, Inc. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple methods of analysis and primarily uses portfolio strategies driven by trade signals from Dynamic Portfolio Strategies, implementing a range of investment vehicles tailored to client objectives and risk tolerances.

George Yackey Jr is a financial advisor at IBN Financial Services, Inc. with 19 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Ameriprise Financial Services. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, charities, and business entities. The firm employs multiple methods of analysis and implements portfolio strategies driven by trade signals from Dynamic Portfolio Strategies, using a range of investment vehicles tailored to client objectives and risk tolerances.

Harjit Arora is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with IBN Financial Services since 2001. IBN Financial Services, Inc. is a registered investment adviser with a team of 14 advisors serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to implement portfolio strategies through proprietary approaches and third-party managers.

Robert Tackabury is a financial advisor at IBN Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with IBN Financial Services since 2004. In addition to his advisory role, he operates a CPA practice providing tax preparation, bookkeeping, and CPA services, and also sells long-term care insurance. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple analytical methods and a range of investment strategies to deliver financial planning, asset management, and consulting services through a team of 14 advisors.

Elliot Schrag is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 63 designation and 18 years of industry experience. Prior to joining IBN Financial Services in 2018, he worked at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. from 2015 to 2018. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, charities, and business entities. The firm offers financial planning, asset management, and consulting through proprietary strategies and third-party managers, employing multiple analytical methods and portfolio strategies that adjust allocations based on trade signals.

Norman Caffrey is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 63 designation and 42 years of industry experience. He has been with IBN Financial Services since 2002. Outside of his advisory role, he occasionally performs as a guitar player. IBN Financial Services is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets through a team of 14 advisors, offering financial planning, asset management, and consulting using a combination of proprietary strategies and third-party managers.

F Libardoni Jr. is a financial advisor at IBN Advisory Services, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC. In addition to advisory work, he has been involved in fixed insurance products since 1978 and provides income tax preparation and filing services through Libardoni Financial since 1998. IBN Advisory Services, Inc. offers asset management and financial planning to a range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a combination of internal investment teams and third-party managers, developing client portfolios based on individualized investment policy statements.

Richard Stevens is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY. He holds the ChFC® designation and has 41 years of industry experience. Since 2013, he has been with IBN Financial Services and also works as an independent contractor for the Advanced Planning Strategies Program, referring clients to professionals in legal, accounting, and other fields to coordinate comprehensive financial strategies. IBN Financial Services, Inc. is a registered investment adviser with a team of 14 advisors serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios using Dynamic Portfolio Strategies and a range of investment vehicles tailored to client objectives and risk tolerances.

Monica Coles is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Oxford Harriman Private Wealth Management, Thurston Springer Financial, Bristal Lane, Pinnacle Investments, Cadaret, Grant & Co., AmeriCU Credit Union, and Morgan Stanley. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities, managing approximately $87.65 million in assets. The firm employs multiple methods of analysis and uses a range of investment vehicles, including proprietary strategies and third-party managers, to tailor portfolio strategies according to client objectives and risk tolerances.

Thomas Pyle is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has held roles at multiple firms, including American National Insurance and The Guardian Life Insurance Co of America, and owns Pyle Agency, Inc., providing insurance products. Outside of finance, he is a minority member of Medallion Jerseys LLC, a dairy farm, and serves as treasurer of the Vermont Jersey Breeders Association. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities, managing approximately $87.65 million in assets with a team of 14 advisors. The firm employs multiple methods of analysis and primarily uses trade signals from Dynamic Portfolio Strategies to guide diversified portfolio management across various asset classes.

John Dobbertin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 27 years of industry experience. Since 2009, he has been affiliated with American Portfolios Financial Services, Inc. Outside of his advisory work, Dobbertin serves as a scout for the Portland Trail Blazers, dedicating significant time monthly to this role. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm offers financial planning, asset management, and consulting through a combination of proprietary strategies and third-party managers, employing multiple methods of analysis and diverse investment vehicles tailored to client objectives and risk tolerances.

John Serafin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of experience with Mutual/United of Omaha and also operates a sports memorabilia business in Liverpool, NY. His prior experience includes various roles in insurance sales across multiple companies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and combines investment advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.

Daniel Jeffery is a CFP® with 30 years of industry experience, currently affiliated with The AmeriFlex Group. His prior roles include positions at Lincoln Financial Advisors, Commonwealth Financial Network, and Best Times Financial Planning. Outside of his advisory work, he serves as treasurer for the Labrador Mountain Ski Patrol and is a board member of the Cavalry Club. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.