Joseph Valicenti is the sole advisor at Valicenti Advisory Services Inc. in Elmira, NY, with 18 years of experience at the firm he founded. He holds relevant credentials and has developed his practice primarily through Valicenti Advisory Services since 2008. Valicenti Advisory Services provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, Modern Portfolio Theory approach and complements its investment services with in-house tax preparation, bookkeeping, payroll, and affiliated insurance offerings.

Lisa Caracci is a financial advisor at John G. Ullman & Associates, Inc with a Series 65 designation and two years of industry experience. Prior to joining John G. Ullman & Associates, she worked at Hardinge, Inc and was involved with Steuben County Habitat for Humanity for nine years. John G. Ullman & Associates serves individual and high-net-worth clients as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, generally focusing on relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, applying a value-based investment approach that emphasizes strategic asset allocation and individual security selection.

Jase Merrill is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining John G. Ullman & Associates in 2021, he worked at WB Mason and Merrill Business Products. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing accounts with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

Kelley Zimmerman is a financial advisor at Burns Matteson Capital Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Burns Matteson since 2018. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, wealth management, and financial planning. The firm employs a diversified investment approach that includes individual equities, fixed income, mutual funds, ETFs, and option strategies, with a distinctive emphasis on derivatives and margin lending within separately managed accounts.

Karen Meriwether is a CFP® professional with over 30 years of experience at John G. Ullman & Associates, Inc., where she has worked since 1984. She holds Series 63 and Series 65 licenses and is based in Corning, NY. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

Andrew Baron is a CFP® professional with nine years of industry experience, currently serving at John G. Ullman & Associates, Inc. since 2017. Prior to this, he worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2014 to 2017. John G. Ullman & Associates, Inc. provides discretionary investment management and comprehensive financial planning for individuals, high‑net‑worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm focuses on balanced, value‑oriented portfolios with a low‑to‑moderate risk approach and manages over $1.38 billion in assets across more than one thousand client families.

Jakob Brost is a financial advisor at John G. Ullman & Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Lake Road Advisors. Outside of finance, he has experience in the brewing industry with Liquid Shoes Brewing. John G. Ullman & Associates serves individual and high-net-worth clients as well as charitable institutions, providing discretionary portfolio management and financial planning. The firm emphasizes value-based investment analysis, managing portfolios primarily at the family level with a focus on low-to-moderate risk.

Logan Dibble is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 credential and has experience in both financial services and academia, including roles at First Heritage Federal Credit Union, Guthrie & Company, PC, and teaching positions at Slippery Rock University and Mansfield University. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, generally working with relationships of at least $250,000 in assets. The firm combines strategic asset allocation with individual security selection, focusing on value-based analysis and managing portfolios with an emphasis on low- to moderate-risk positions.

Shawn Twigg is a CFP® with five years of industry experience, currently serving as a financial advisor at John G. Ullman & Associates, Inc. He previously worked at Cetera Investment Advisers LLC and Comprehensive Financial Group among other firms. Outside of his advisory role, he is involved in logging and timber harvesting as a part-time equipment operator. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, generally focusing on relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and managing portfolios primarily at a family level with a focus on low-to-moderate risk.

Alexander Chacho is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 designation and has been with the firm since 2022. Prior to that, he worked at Corning Credit Union and H&R Block. John G. Ullman & Associates, Inc. provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm focuses on balanced, value-oriented portfolios with low-to-moderate risk allocations and manages over $1.38 billion in client assets.

Louis Ruize is a financial advisor with Valicenti Advisory Services Inc. in Elmira, NY. He holds five years of industry experience and has been with Valicenti Advisory Services since 2016. Valicenti Advisory Services, Inc. provides discretionary investment management and financial planning to individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a top-down, Modern Portfolio Theory approach and complements its investment services with in-house tax preparation, bookkeeping, payroll, and insurance offerings.

Peter Winnett is a CFP® with four years of industry experience, currently serving as a financial advisor at John G. Ullman & Associates, Inc. He has been with the firm since 1997. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and risk-segmented portfolio management.

John Ullman is a financial advisor at John G. Ullman & Associates, Inc with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with USGM Securities Inc. since 1978. He also serves as director and president of USGM Securities and as a director of American Equity Development Corp. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, generally focusing on accounts with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and risk-segmented portfolio management.

Judith Palumbo is a CFP® with four years of industry experience, currently serving as a financial advisor at John G. Ullman & Associates, Inc. She has been with the firm since 2010. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based analysis and risk-segmented portfolios focused on low-to-moderate risk positions.

Eric Sweet is a financial advisor at Burns Matteson Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Star Bank and in educational roles at SUNY Brockport and CPP schools. Burns Matteson Capital Management is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth families, retirement plans, and charitable organizations. The firm offers investment management, wealth management, and financial planning services, utilizing a variety of investment vehicles including mutual funds, ETFs, separately managed accounts, and options strategies as part of its documented investment approach.

Amanda Herrick Smith is a CFP® professional with four years of industry experience, currently serving at John G. Ullman & Associates, Inc. She has been with the firm since 2006. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, generally managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

Todd Brost is a CFP® professional with four years of industry experience. He has been with John G. Ullman & Associates, Inc. since 2006. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and risk-segmented portfolio management.

William Burns Jr. is a CFP® and ChFC® with 24 years of experience in financial advisory. He has been with Burns Matteson Capital Management, LLC since 2000. Outside of his advisory role, he volunteers as a piano player at his church and coaches youth basketball. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans, offering investment advisory services, wealth management, and financial planning. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and routinely uses derivatives and structured products in portfolio management.

Jason Nickerson is a CFP® and holds a Series 66 license, with four years of industry experience. He is affiliated with John G. Ullman & Associates, Inc., where he has worked since 1998 in various capacities. Outside of his advisory role, he is a partner and owner of Famalina Blue Properties LLC, a business involved in vacation-style rental properties. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

William Redder is a financial advisor at Burns Matteson Capital Management, LLC in Corning, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Burns Matteson since 2005. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans, offering investment advisory services, wealth management, and financial planning. The firm’s investment approach includes allocations across equities, fixed income, and mutual funds or ETFs, with distinctive use of derivatives, structured notes, and option strategies.