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.

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.

Philip Valeriano is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Wells Fargo Clearing for nine years before joining National Wealth Management Group in 2025. Valeriano is a 50% owner of Valeriano & Son LLC, a fee-only registered investment adviser based in Las Vegas, NV. National Wealth Management Group provides fee-based investment advisory and financial planning services mainly to individuals, including high-net-worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms.

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.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Grove Point Investments and Cadaret, Grant & Co., Inc. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs a structured investment process supported by an internal committee and emphasizes faith-based Biblically Responsible Investment screening for its portfolios.

Jill Bassett is a financial advisor with Leigh Baldwin & Co., LLC and holds a Series 66 designation. She has 11 years of industry experience, including roles at both Leigh Baldwin & Co. and Prestige Investing LLC. In addition to advisory work, she is the sole owner of a business offering long-term care, disability, fixed annuities, life insurance, and Medicare plan services. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals—including high-net-worth clients—and various institutional clients. The firm employs a blend of fundamental and technical analysis with a range of investment strategies and utilizes multiple custodial platforms and third-party advisory programs.

Linda Mcanelly is a financial advisor at Leigh Baldwin & CO., LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin since 1998, with prior experience at Financial Quest, Inc. and Prestige Investing LLC. Outside of advisory work, she has offered long-term care, disability, fixed annuities, life insurance, and Medicare plans through various insurance companies, and was appointed as a FINRA arbitrator, although she is not currently active in that role. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, uses both long- and short-term positions, and may incorporate options strategies, managing about $285 million in discretionary assets through a team of 18 advisors.

David Palmiter is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 17 years and HSBC Securities (USA) Inc. for one year. Outside of his advisory role, he owns a single-family rental property. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary implementation and third-party strategist portfolios, integrating services from KeyCorp affiliates.

Craig Fitzpatrick is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 17 years of industry experience. Fitzpatrick previously worked at Cadaret Grant & Co., Inc. and Pathfinder Investment Services. He serves on the board of directors and operations committee for the Child Advocacy Center of Oswego County. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Daniel Michel is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, Michel is president and treasurer of Michel Tax & Accounting Service, Inc., which provides tax preparation and business management services. Lincoln Investment Planning, LLC is a large enterprise investment advisory firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Brandon Maggio is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Key Investment Services and KeyBank, he worked at Prudential Insurance Company of America and Pruco Securities. His background also includes roles at the Syracuse VA Medical Center. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider platform that integrates investment strategies from Key Wealth Chief Investment Office and third-party managers, offering mainly non-discretionary model portfolios through various wrap fee programs.

Amber Amidon is a financial advisor at Guardian Life with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities, Principal Financial Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she acts as power of attorney for a family member. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Raymond Luce III is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 31 years of industry experience. His prior work includes roles at LPL Financial, Reliance Capital Management, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved as a sports and fitness coach in Central Square, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design and compliance, and employee education, supported by due diligence processes and a range of management platforms.

Andrew Baker is a financial advisor with Independent Financial Group, LLC in Cicero, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory role, he owns and operates a business buying and selling used boats, RVs, automobiles, and snowmobiles at auction. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party investment models and offers various portfolio management and retirement plan services while operating as both a broker-dealer and investment adviser.

Carolyn Barnaba is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked in various capacities within KeyBank and its affiliates since 2001. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and is integrated with KeyCorp affiliates offering additional financial services.

Evan Ryan is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at KeyBank and the Potsdam Town & Country Club. Key Investment Services LLC is an SEC-registered adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model combining in-house and third-party portfolio management and offers both discretionary and non-discretionary solutions.