Daniel Kain is a financial advisor with S.E.E.D. Planning Group, LLC in Binghamton, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He worked at Nationwide Investment Services Corporation for 15 years before joining S.E.E.D. Planning Group in 2021. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis and a long-term investment strategy through its Sift Investment Management division, offering diversified portfolios and integrating tax and estate planning into its investment process.

Barak Steika is a CFP® professional with Series 66 credentials, affiliated with Lesko Securities Inc. He has four years of industry experience, all with Lesko Securities. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a variety of analytical methods and invests across multiple asset classes, operating on a non-discretionary basis with individualized Investment Policy Statements for each client.

Mia Hartung is a financial advisor at Lesko Securities Inc. in Vestal, NY, holding a Series 66 credential. She began her career with the firm in 2024 after graduating from Colgate University in 2025, and has experience in both educational and financial services roles. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and corporate clients. The firm employs a mix of analytical approaches and offers both long- and short-term trading strategies, managing approximately $728.5 million for over 1,100 clients.

Adeeb Chowdhury is a financial advisor at S.E.E.D. Planning Group, LLC with two years of industry experience. He holds the Series 65 designation and has previous work experience at Eunoia Talent Management Company, BAY Specialized Tax Services, and SUNY Plattsburgh in multiple roles including the Bloomberg Lab and Global Education Office. S.E.E.D. Planning Group provides wealth management and investment services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a long-term investment strategy guided by fundamental analysis and integrates tax planning and client values into portfolio management, offering discretionary management and institutional consulting through a multi-advisor team.

Robert Hartung is a financial advisor at Lesko Securities Inc. in Vestal, NY, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Lesko Securities since 1998. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm employs a range of analytical methods and invests in various asset classes while operating on a non-discretionary basis and managing all assets internally.

Mark Meier Jr. is a financial advisor at Lesko Securities Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and AxA Advisors. Outside of his advisory role, he is a 50% owner of Meier Property LLC, which manages a commercial property used as a detached office. Lesko Securities Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a variety of analytical methods and operates on a non-discretionary basis with a focus on customized Investment Policy Statements.

Jacob Martin is a financial advisor with S.E.E.D. Planning Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining S.E.E.D. Planning Group, he worked at Roth Capital and has a background that includes positions at SUNY Binghamton and Brooklyn Prospect Charter School. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a long-term investment strategy, offering diversified portfolio management through its investment division, Sift Investment Management.

Karen Stebbins is a financial advisor with Lesko Securities Inc. in Vestal, NY, holding a Series 63 designation and bringing 25 years of industry experience. She has been with Lesko Securities since 2001. Outside of her advisory role, she has non-investment-related real estate holdings. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a non-discretionary approach and a diverse range of analytical methods, investing primarily in mutual funds, fixed income, equities, ETFs, TIPS, and non-U.S. securities.

Edward Yetsko is a CFP® with 38 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2024. His prior work includes roles at OSAIC, American Portfolios Financial Services, Inc., Aspire Financial Group, LLC, The Partners, and Cadaret, Grant & Co., Inc. He is a 50% owner of Aspire Financial Group, LLC, a holding company unrelated to investment activities. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm that provides wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm integrates customized portfolio construction with third-party sub-advisors through the AssetMark platform, combining various analytical methods to develop tailored investment policy statements and asset-allocation plans.

Merri Benjamin is a financial advisor at Faithward Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and New York Life Insurance Company. Benjamin is also a Certified Divorce Financial Analyst, providing individual and marital property calculations for couples undergoing divorce. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing approximately $1.05 billion in client assets across about 3,000 relationships. The firm employs a multi-team advisory approach focused on Modern Portfolio Theory and efficient-frontier model portfolios, incorporating fundamental and quantitative analysis, with offerings that include a Biblically Responsible Investing overlay and use of sub-advisers.

Quinlan Ingraham is a financial advisor at S.E.E.D. Planning Group, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked in various roles including positions at Binghamton University and Cooperstown Dream's Park. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a long-term investment strategy, incorporating tax and estate planning alongside diversified portfolio construction using ETFs, mutual funds, equities, and bonds.

William Scanlon Jr. is a financial advisor at Latitude Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise, Latitude Advisors, GWN Securities Inc., and his own practice, William J. Scanlon, Jr. Prior to his current role, he spent 15 years at Latitude Advisors and GWN Securities. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs model-based strategies combined with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Emil Bielecki is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2009. Outside of his advisory role, Emil serves as a Town Clerk in the Town of Vestal. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party managers tailored to client profiles.

Renee Reksc is a financial advisor at Advisory Solutions Group with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Cadaret, Grant & Co., Inc. for over 27 years. Outside of her advisory role, she prepares tax returns through her sole proprietorship and serves on the water management committee for the Laurel Lake Association. Advisory Solutions Group serves retail clients and other registered investment advisory firms by offering financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach that includes quantitative, momentum, and fundamental analysis, and supports both discretionary and non-discretionary strategies.

Todd Kross is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at multiple firms including M & T Securities, Inc. and Wise Wealth, LLC. In addition to his advisory role, he serves as President and CEO of Kross Financial Services, focusing on alternative investment products. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs, utilizing a mix of proprietary and third-party model portfolios. The firm employs various investment methods, including modern portfolio theory and quantitative analysis, and offers clients diversified portfolios that may include ETFs, mutual funds, options, and private investments.

Michael Reksc is a financial advisor with Advisory Solutions Group, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Advisory Solutions Group, he worked at Purshe Kaplan Sterling Investments and Cadaret, Grant & Co., Inc. Reksc also serves as a sheriff’s deputy with the Binghamton/Broome County Police. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm utilizes diversified portfolios based on quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with regular reviews.

Matthew Adler is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked concurrently at Cheevers Hand & Angeline and Excel Securities & Associates, Inc. since 2009 and has been associated with John Hancock Mutual Life Insurance Co. since 1981. Adler also serves as president and insurance agent at Cheevers Hand & Angeline, focusing on non-variable insurance sales and service. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party sub-advisers tailored to client profiles.

Thomas Surowka is a Series 63 licensed advisor with Kestra Advisory Services, LLC, bringing 42 years of industry experience. He has worked with Kestra since 2016 and is also employed as Senior Director at NFP Corporate Services (NY), overseeing sales and marketing. Outside his advisory work, Surowka serves as president of the Lake Chrisann Community Association, where he participates in efforts related to lake water quality and compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors and offers a variety of management platforms and third-party solutions.

Stephanie Derzanovich is a financial advisor at &PARTNERS with seven years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes eight years at Wells Fargo Clearing and a year at Universal Instruments. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies.

Francis Hamill is a financial advisor with Equity Services, Inc. in Binghamton, NY, holding 46 years of industry experience since 1980. He is also involved with NPA Financial, LLC, where he sells life insurance and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches through a network of investment adviser representatives.