Mark Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include long-term service at MML Investors Services, Inc. and concurrent work with IBN Financial. MPM Advisors Group LLC serves pooled vehicles and institutional clients, focusing on pension and profit-sharing plans. The firm emphasizes passive investment management through low-cost index funds and ETFs, incorporates multiple research methods, and provides portfolio management, financial planning, and educational seminars.

John Mahshie is a financial advisor at MPM Advisors Group LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IBN Financial Services, Inc. and Lifemark Securities Corp. In addition to his advisory role, he is an owner and partner of MPM Tax Pros, a tax preparation service. MPM Advisors Group LLC serves pooled vehicles and institutional clients, including pension and profit-sharing plans, providing investment management, financial planning, and educational seminars. The firm primarily employs a passive investment approach focused on low-cost index funds and ETFs, supplemented by research and due diligence on independent managers as part of its team-oriented service model.

William Pearlman is a financial advisor with Aldemar Research Corporation, holding Series 63 and Series 65 credentials and possessing 54 years of industry experience. He has worked with Aldemar Research Corporation since 2019 and has concurrent roles with National Asset Management and National Securities Corporation since 2016. Aldemar Research Corporation provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, quantitative, and modern portfolio theory methods to guide asset allocation and security selection.

Rex Mahoney is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Coastal Capital Management LLC for seven years before 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, retirement plan consulting, and advisory consulting. The firm employs a long-term, asset-allocation focused investment approach using fundamental analysis and a mix of actively managed and index-based funds, ETFs, and individual securities.

Patrick Dooley is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His work history includes positions at Adirondack Capital Advisors, Coastal Capital Management, Americu Capital Management, and Ultimate Goal, LLC. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, retirement plan consulting, and advisory services. The firm employs a long-term, asset-allocation focused approach using both actively managed and index-based investments, operating as a fee-only adviser without product sales or commission-based compensation.

Andrew Groat is a financial advisor at Aldemar Research Corporation with 21 years of industry experience. He holds a Series 66 designation and has been with Aldemar since 2015. Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, and quantitative methods to guide investment decisions in mutual funds, equities, fixed income, ETFs, and non-U.S. securities.

F Libardoni Jr. is a financial advisor with IBN Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. His prior work includes roles at Cetera Advisors LLC and Investors Capital Corporation. Outside of advising, he is also an insurance agent specializing in life, disability, and annuities and provides income tax preparation and planning through Libardoni Financial. IBN Advisory Services, Inc. offers asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing internal investment teams and third-party managers guided by individualized investment policy statements.

Matthew Abbott is a financial advisor at Armory Capital Management, LLC, with five years of industry experience. He has held roles with the Premier Lacrosse League since 2021 and previously with Major League Lacrosse from 2009 to 2020. Armory Capital Management provides fee-only investment management, financial planning, retirement planning, and wealth management to a broad client base, including individual investors, trusts, estates, charitable organizations, foundations, and institutional clients. The firm’s investment approach emphasizes asset allocation and rigorous screening of securities, mutual funds, and ETFs, typically favoring longer-term holdings with periodic portfolio reviews.

Michelle Shope is a financial advisor at Shope Advisors Group with one year of industry experience. She holds a Series 65 designation and previously spent 15 years as a homemaker before beginning her career in financial planning. Shope Advisors Group is an SEC-registered advisory firm that provides personalized financial planning, investment supervisory services, and consultation to individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million for about 83 clients and employs a diversified, medium- to long-term strategic asset allocation approach using actively managed mutual funds and ETFs.

David Dennett is a financial advisor with Solid Point Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by providing discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and manages a broad range of investments, including private placements and real estate, with a focus on tailoring advice to clients’ objectives.

Andrew Delmedico is a CFP® with 11 years of industry experience, currently serving as an advisor at Solid Point Wealth Advisors, LLC since 2024. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. from 2013 to 2024. Outside of his advisory role, he serves on the boards of the Estate Planning Council of Central New York, Westside Community Federal Credit Union, and acts as treasurer for the Youth Hockey/Rochester Coalition. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by providing discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and includes private placements and direct real estate/REIT exposure in its investment approach.

Andrew Moen is a financial advisor at Newman Ladd Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm, where he works up to 80 hours per month. Newman Ladd Capital Advisors offers investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical methods for securities evaluation, conducts ongoing account monitoring, and provides regular performance reporting.

Vincent Sinopoli Jr. is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in the accounting profession as president of Sinopoli & Sinopoli, Certified Public Accountants, P.C. since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing 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 with diversified, passive asset-class exposure and is formally affiliated with an accounting firm, which is uncommon among similarly sized advisory teams.

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.

Michael Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at PricewaterhouseCoopers LLP. In addition to his advisory role, Sinopoli is an accountant at Sinopoli & Sinopoli CPAs, P.C., providing tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC serves individuals, trusts, charitable organizations, businesses, and retirement plans, managing portfolios based on Modern Portfolio Theory using diversified, passive asset-class exposures. The firm operates as a four-person team and is formally affiliated with an accounting firm, a structure that includes procedures to manage related conflicts of interest.

Michael Cerminaro Jr. is a financial advisor at Nottingham Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA for 17 years, as well as LPL Financial and Nottingham Financial Group. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

Cynthia Scott is a financial advisor at OMC Financial Services Ltd with the ChFC® designation and Series 63 and 66 licenses. She has four years of industry experience. She has been associated with OMC Financial Services Ltd since 1987. OMC Financial Services Ltd provides individualized investment management and financial planning to individuals, trusts, estates, and business entities. The firm uses a client data-gathering questionnaire to tailor portfolios and combines fundamental and technical analysis with both long- and short-term trading strategies, offering continuous account monitoring and semi-annual portfolio reviews.

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.

James Shope III is a CFP® professional with 26 years of industry experience. He is the sole advisor at Shope Advisors Group and has been associated with Leigh Baldwin & Co., LLC since 2005. Shope occasionally provides fixed insurance services on a non-investment basis. Shope Advisors Group is an SEC-registered firm serving individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million in client assets, focusing on diversified, medium- to long-term strategic asset allocation through a core-and-satellite approach using actively managed mutual funds and ETFs.

Christopher Avery is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 66 designation and 19 years of industry experience. He has been with IBN Financial Services since 2008 and also has experience with Cambridge Investment Research Advisors. Outside of advisory services, he is involved in construction through ownership of CM Property Group and works as a Medicare sales agent. 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 a team-based approach using fundamental, technical, and cyclical analysis, implementing portfolio strategies driven by Dynamic Portfolio Strategies across various asset classes tailored to client objectives.