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.

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 credential and previously worked at Coastal Capital Management LLC for seven years before joining Adirondack Capital Advisors. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes long-term investment strategies through individualized policies, using a mix of actively managed and index funds, ETFs, and individual securities, while overseeing approximately $422 million in discretionary assets across 460 client accounts.

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 prior work includes roles at Coastal Capital Management, Americu Capital Management, and Ultimate Goal, LLC. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and other institutional clients. The firm emphasizes long-term investment strategies with a blend of actively managed and index funds, serving a select client base with a small advisory team.

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.

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.

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.

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.

Michael Sinopoli is a financial advisor with Sinopoli & Sinopoli Financial Services, LLC, holding a Series 65 credential and three years of industry experience. He has worked at PricewaterhouseCoopers LLP and currently serves as an accountant at Sinopoli & Sinopoli CPAs, P.C., a tax and accounting firm. Sinopoli & Sinopoli Financial Services, LLC provides 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 approach using broadly diversified, passive asset classes and operates as a four-person team with a formal affiliation to an accounting firm, which is notable among similarly sized advisory firms.

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.

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.

James Burns is a CFA® charterholder with five years of industry experience at J.W. Burns & Company, Inc., a firm he has been associated with since 1987. Based in Dewitt, NY, he is part of a six-advisor team. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, employing fundamental analysis and a long-term investment approach with regular portfolio reviews based on clients’ objectives and risk tolerance.

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 previously worked at Order.co and WB Mason. Alicia is based in Cazenovia, NY. 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 combines fundamental and technical analysis in its investment approach and manages accounts primarily on a discretionary basis, offering access to third-party advisory programs and systematic investment solutions.

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.

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.

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 at Rockbridge Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Creative Planning, LLC, Disciplined Capital Management LLC, and Breakwall Asset Management. Outside of his advisory role, he serves as a director at Pathfinder Bank and is the owner of 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 focuses on diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailoring asset allocation to client objectives and risk profiles.