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.

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.

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.

James Burns is a CFA® charterholder with 39 years of experience at J.W. Burns & Company, Inc., where he currently serves as an advisor. He holds Series 63 and Series 65 licenses and operates out of Dewitt, NY. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm manages approximately $872 million on a discretionary basis and employs a long-term, fundamental analysis investment approach that incorporates personal investment policies and treats cash as an asset class.

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.

Dean Macris is a financial advisor with IBN Financial Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IBN Financial Services since 2016 and maintains concurrent roles at Investment Concepts, LLC and Guardian Life Insurance Co. of America, where he has worked for 11 and 30 years respectively. IBN Financial Services, Inc. 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 implements portfolio strategies driven by trade signals from Dynamic Portfolio Strategies, offering financial planning, asset management, and consulting through a combination of proprietary and third-party managers.

Adam Gagas is a financial advisor with Rockbridge Investment Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at Rockbridge since 2021 and has additional experience with Disciplined Capital Management LLC and Breakwall Asset Management. Outside of his advisory roles, he serves as a director at Pathfinder Bank and owns a commercial real estate business, Gagas Realty Corp. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm emphasizes diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailored to clients' objectives and risk profiles.

Patrick Rohe is a CFP® with six years of industry experience and has been with Rockbridge Investment Management, LLC since 2009. He holds the Series 66 designation and is based in Syracuse, NY. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, focusing on diversified, low-cost portfolios primarily composed of index mutual funds and ETFs. The firm manages approximately $1.84 billion across around 1,500 client relationships, offering personalized asset allocation, financial planning, and 401(k) plan consulting.

Scott Reinhardt is a CFA® charterholder with 19 years of industry experience. He has been with Passive Capital Management, LLC and Hanover Square Investor Relations, LLC since 2006. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, focusing on minimizing trading costs, taxes, and market-timing.

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.

David Haahr is a CFP® and Series 66-registered advisor with Reagan Companies Asset Management, Inc, where he has worked since 2012. He has nine years of industry experience. Haahr is based in Marcellus, NY, and is part of a four-advisor team at the firm. Reagan Companies Asset Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering discretionary portfolio management and educational seminars tailored to client goals and risk tolerances.

Claire Ariglio is a financial advisor at Rockbridge Investment Management, LLC with four years of industry experience. She holds a Series 63 designation and has been with Rockbridge since 2015. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans by providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index mutual funds and ETFs, diversified asset allocation, and regular portfolio rebalancing while acting as a fiduciary for retirement accounts.

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.

Jenna Brown is a financial advisor with Empirikal Partners LLC in Syracuse, NY, holding Series 65 and Series 66 licenses and 13 years of industry experience. Her prior work includes roles at Lifemark Securities Corp., Cadaret, Grant & Co., Inc., Bank of America, and Merrill. She also operates as an independent insurance agent, providing life, accident, and health insurance services. Empirikal Partners LLC offers discretionary asset management, retirement-plan advisory, and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses tailored investment programs guided by fundamental analysis and typically exercises discretionary trading authority, managing approximately $87.5 million across around 199 client relationships with a team of ten 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.