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.

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.

Jenna Brown is a financial advisor at Empirikal Partners LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Lifemark Securities Corp., Cadaret, Grant & Co., Inc., Bank of America, Merrill, LPL Financial, and Equitable Advisors. Brown also operates as an independent insurance agent, focusing on sales and service of life, accident, and health insurance. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to client objectives and a mix of long-term holdings and trading.

David Carroll is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockbridge Investment Management, LLC in Syracuse, NY. He has been with Rockbridge since 2014. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and retirement plans, offering investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passive index investing across diversified asset classes with regular rebalancing and provides additional services such as pension consulting and participant education for employer-sponsored plans.

Daniel Esford is a CFP® with 10 years of industry experience, currently serving as an advisor at Reagan Companies Asset Management, Inc. since 2019. His prior experience includes roles at Securities America Advisors, Inc. and Allied Financial Services Inc. Reagan Companies Asset Management, Inc. offers 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, using both long-term and short-term strategies tailored to client goals and risk tolerances.

Edward Barno is a financial advisor at Rialto Wealth Management with six years of industry experience. He holds the Series 66 designation and previously worked for Rockbridge Investment Management, LLC from 2015 to 2022. Barno serves as a trustee on the board of Christian Brothers Academy, a private Catholic junior/senior high school in Syracuse, NY. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios using primarily low-cost, non-actively managed mutual funds and ETFs, incorporating options strategies for downside protection as needed.

Willard Lipe is a CFA® charterholder and holds a Series 66 license with 34 years of industry experience. He has been with Lipe & Dalton Investment Counsel since 2004 and has prior experience at HSBC Brokerage (USA) Inc. and Niagara Mohawk Power Corp. Lipe & Dalton Investment Counsel provides discretionary portfolio management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $779.9 million in client assets and employs a combination of fundamental, quantitative, and qualitative analysis in its investment process, emphasizing asset allocation and both long- and short-term strategies.

David Krawczyk is a CFP® professional at Rockbridge Investment Management, LLC with two years of industry experience. Prior to joining Rockbridge, he worked for six years at Firley, Moran, Freer & Eassa, CPA. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans. The firm focuses on diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailoring asset allocation to clients’ objectives and risk profiles.

Rachel Ryan is a financial advisor at Rialto Wealth Management with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP for nine years before joining Rialto in 2022. Rialto Wealth Management provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on broadly diversified, low-cost portfolios guided by modern portfolio theory, and offers both retail wealth management and institutional retirement plan services.

Mariah Galletta is a financial advisor at Rialto Wealth Management with two years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Rock Bridge Investment Management and Atria Wealth Solutions. Rialto Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management and financial planning. The firm’s investment approach focuses on broadly diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis aligned with client objectives.

Nicholas Stancato is a CFP® professional with eight years at Rockbridge Investment Management, LLC and a total of four years in the financial industry. Prior to joining Rockbridge, he worked at General Electric for eleven years. 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 focuses on passively managed index funds and ETFs, emphasizes diversified portfolios with regular rebalancing, and offers pension consulting and participant education without account minimums.

Robert Ryan is a financial advisor at Rockbridge Investment Management, LLC with 4 years of industry experience. He previously worked at Disciplined Capital Management from 2015 to 2021. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans, providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs, diversified portfolios with regular rebalancing, and offers pension consulting and participant education without account minimums.

Jesse Cramer is a financial advisor at Rialto Wealth Management in Syracuse, NY, with four years of industry experience. He holds a Series 65 credential and has previously worked at CapFinancial Partners, Cobblestone Capital Advisors, and The Best Interest, LLC. Outside of his advisory role, he serves as Secretary on the Board of Directors and Finance Committee at Lollypop Farm, the Humane Society of Greater Rochester. Rialto Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a modern portfolio theory approach focused on broadly diversified, low-cost mutual funds and ETFs, managing client portfolios on a discretionary basis tailored to specific objectives.

Richard Reagan is a CFP® with nine years of industry experience, currently serving at Reagan Companies Asset Management, Inc., where he has worked since 2012. He holds a Series 63 designation and is based in Marcellus, NY. Reagan Companies Asset Management, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combined fundamental, technical, charting, and cyclical analysis investment approach and offers discretionary portfolio management along with educational seminars and workshops.

Christopher Riggi is a CFP® with 11 years of industry experience, currently serving as an advisor at Reagan Companies Asset Management, Inc. since 2018. His prior roles include positions at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and retirement plans. The firm uses a documented investment process combining charting, fundamental, technical, and cyclical analysis and manages over $1.1 billion in assets.

Patrick Dalton is a CFA® charterholder with four years of industry experience. He has been with Lipe & Dalton Investment Counsel since 2004, working within a two-advisor team based in Syracuse, NY. Lipe & Dalton provides discretionary investment supervisory services and continuous portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $779.9 million in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to deliver individualized portfolio construction.

Ethan Gilbert is a CFP® professional with four years of industry experience. He is currently with Rialto Wealth Management and previously worked at Rockbridge Investment Management, Disciplined Capital Management, and served in the U.S. House of Representatives. Rialto Wealth Management provides fee-based investment management and financial planning to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios primarily using low-cost, passive mutual funds and ETFs, and offers qualified retirement plan consulting and fiduciary advice.

Zachary De Bottis is a CFP® professional with four years of industry experience, currently serving at Rockbridge Investment Management, LLC since 2019. Prior to joining Rockbridge, he worked at SUNY Geneseo University for four years. Rockbridge Investment Management provides discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and tax preparation services to individuals, nonprofit organizations, business entities, and pension/profit-sharing plans. The firm emphasizes passively managed index funds and ETFs, diversified asset allocation, and regular rebalancing, while offering additional services such as pension consulting and participant education for employer-sponsored retirement plans.