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.

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.

Thomas Snow is a financial advisor with John G. Ullman & Associates, Inc. in Corning, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with John G. Ullman & Associates since 1982. 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 security selection and risk-segmented portfolios focused on low-to-moderate risk.

Darren Wilcox is a CFP® professional with four years of industry experience, currently serving at John G. Ullman & Associates, Inc. He has been with the firm 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, employing a value-based investment approach that emphasizes strategic asset allocation and individual security selection.

Rachel Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. She previously worked outside the financial industry at Radisson Hotel Corning and UPS. Morgan is also an independent consultant for Arbonne, focusing on nutrition, skincare, and makeup. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies, supported by several hundred advisors and substantial assets under management.

Rordan Hart is a financial advisor with Eagle Strategies (NY Life) in Painted Post, NY, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been associated with Eagle Strategies and related entities since 2016 and serves as a board member and mayor for the Village of Trumansburg. Outside of financial advising, he owns Wingman Tactical, LLC, a firearms sales and repair business. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jennifer Anderson is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and one year of industry experience. She has worked at H&H Financial Group LLC, Eagle Strategies LLC, NYLife Securities, LLC, BCK Partners, Inc., and Socha Financial Group, LLC. Eagle Strategies serves a diverse clientele including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

Kristen Ketchum is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing both strategic multi-year allocations and tactical adjustments across various portfolio models.

Jolie Mc Carthy is a CFP® professional with 10 years of industry experience. She has worked at Savant Wealth Management since 2026 and previously spent 15 years at Socha Financial Group. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust service affiliates.