Alicia Testani is a financial advisor at Leigh Baldwin & Co., LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Order.co and WB Mason. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm combines fundamental and technical analysis with various investment strategies and offers services through multiple custodial platforms and third-party advisory programs.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Casey Ryan is a financial advisor at Howe and Rusling, Inc. in Fayetteville, NY, holding a Series 63 designation with five years of industry experience. He has been with Howe and Rusling since 2004. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, combining macroeconomic forecasting, sector allocation, and fundamental research in its investment process.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and also spent 15 years with Newman Ladd Capital Advisors, LLC. 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 foundations. The firm employs a combination of fundamental and technical analysis and may use options strategies, managing approximately $285 million in discretionary assets through a team of 18 advisors.

Mary Swan is a financial advisor at Leigh Baldwin & Co., LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, MML Investors Services, LLC, and MassMutual. Outside of her advisory role, she serves on the boards of Girls on the Run Upstate NY and Manlius Pebble Hill School, and teaches night courses at MainLine School Night. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a blend of fundamental and technical analysis across various investment strategies and offers standalone planning, third-party advisory programs, and custodial platform services.

Andrew Derrenbacker is a CFP® and CFA® at J.W. Burns & Company, Inc. in Dewitt, NY, with eight years at the firm and a total of four years of industry experience. He previously worked and studied at Colgate University from 2014 to 2018. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses fundamental analysis and a long-term purchase orientation, developing personal investment policies with each client and managing approximately $872 million on a discretionary basis.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Allison Rumschik is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Sycamore Financial Group since 2017 and previously worked at Foliofn Investments, Inc. for three years. Sycamore Financial Group serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and proprietary model portfolios to manage accounts with a long-term focus, primarily recommending individual stocks and bond index funds.

Thaddeus Malley is a CFP® professional with four years of industry experience, currently serving at J.W. Burns & Company, Inc., where he has worked since 2006. The firm provides individualized portfolio management and limited financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. J.W. Burns & Company manages approximately $872 million on a discretionary basis and emphasizes fundamental analysis and a long-term purchase orientation in its investment approach.

John Zimmerman is a financial advisor at J.W. Burns & Company, Inc. in Dewitt, NY, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BNP Paribas for 11 years before joining his current firm in 2026. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term investments, manages over $1 billion in assets, and utilizes both wrap-fee and separately managed account programs.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Baldwin is also licensed in insurance for fixed non-variable annuity business. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm employs a blend of fundamental and technical analysis, offering long- and short-term positions, options strategies, and systematic ETF/mutual fund allocations, typically managing accounts on a discretionary basis with access to third-party advisory programs and custodial platform services.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 26 years of industry experience. She has been with Leigh Baldwin since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates part of her time to activities related to fixed annuities, life insurance, and long-term care. 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, foundations, and municipalities. The firm employs a combination of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

Nathan Burns is a financial advisor at Burns Matteson Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Special Metals New Hartford, Precision Castparts Corp, Northwestern Mutual, and FedEx Ground. Burns also attended Clarkson University from 2016 to 2020. Burns Matteson Capital Management is a fee-only, SEC-registered advisory firm that serves individuals, high-net-worth families, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consultative services, employing a diverse investment approach that includes mutual funds, separately managed accounts, ETFs, and derivatives.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

Peter Bunitsky Jr. is an advisor with J.W. Burns & Company, Inc., holding four years of industry experience. He has been with J.W. Burns & Company since 1990. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $872 million on a discretionary basis and employs a long-term, fundamental analysis approach tailored through personal investment policies.

Michael Figler is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 65 and Series 63 licenses and bringing 46 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He retired briefly before joining Pinnacle Investments in 2025. Pinnacle Investments, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis and offers diverse investment strategies, alongside a distinct financial planning process aligned with CFP standards.

Robert Beck is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Pinnacle Investments, LLC since 2017. Pinnacle Investments, LLC offers investment advisory and brokerage services to individuals, including high-net-worth clients, as well as various entities such as pension plans, trusts, and charitable organizations. The firm utilizes both fundamental and technical analysis across a range of investment strategies and asset classes, supported by a distinct CFP-aligned financial planning process.