Ngoc Sou is a financial advisor at Forum Financial Management, LP with four years of industry experience. They hold the Series 65 designation and have worked at Forum Financial Management since 2022. Prior to this, Ngoc was affiliated with Cornell University and Virginia Polytechnic Institute and State University. Forum Financial Management, LP provides investment advisory and related services to a diverse client base, including high-net-worth individuals, retirement plan sponsors, charitable organizations, and corporate clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing institutional mutual funds and ETFs, and offers back-office and sub-advisory services to independent advisors and RIAs.

Andrew Smith is a financial advisor at Forum Financial Management, LP with one year of industry experience and holds a Series 65 credential. Prior to joining Forum, he worked in various roles including a consultant at Florae Collaborative LLC, a plant nursery business, and as Assistant Director of Global Operations at Cornell University. At Cornell, he manages international subsidiaries. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and back-office support to independent advisors and RIAs.

Guillermo Rossi is a financial advisor with Bolton Securities Corporation, holding a Series 63 designation and 16 years of industry experience. He has worked at UBS Financial Services Inc. for 12 years before joining Bolton Global Asset Management and Bolton Global Capital in 2023. Outside of his advisory role, he is the owner and managing director of NY Capital Markets LLC and also manages Martik LLC, both entities related to securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and tactical flexibility.

Michael Strong is a Series 66 licensed financial advisor with 10 years of experience, currently affiliated with Eagle Strategies (NY Life). He has worked at H&H Financial Group LLC and associated entities since 2016. His other business activities include insurance brokering and involvement as a profit interest member in a real estate LLC used for office space by his firm partners. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Clarissa Coombs is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TIAA-CREF, and Morgan Stanley. Coombs serves as secretary and board member of the Suicide Prevention Foundation, which maintains the building for the Ithaca Suicide Crisis Center. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, using a combination of proprietary and third-party portfolio management strategies alongside financial planning and investment banking.

Ryan Thauvette is a financial advisor with TIAA-CREF, holding a Series 66 designation and 19 years of industry experience. He has worked at TIAA-CREF since 2014. Outside of his advisory role, he is involved in farming as the owner of Sweet Springs Farm in Cortland, NY. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options.

Kevin Labourdette is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at &PARTNERS and previously held roles at Wells Fargo Clearing and Cummins Inc. before entering the financial advisory field. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both advisory and brokerage services using proprietary and third-party investment models, combining fundamental, technical, and quantitative analysis, and offers a range of financial planning, consulting, and investment banking services.

Scott Hurlbut Sr. is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Eagle Strategies since 1999 and also works with H&H Financial Group. Outside of advising, he brokers health and life insurance and is involved with H H Squared Partners, LLC as a member. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected to insurance and annuity products.

Michael McGuire is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses, and has 28 years of industry experience. He has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions and acts as adviser to a donor-advised fund.

Mario Gonzalez Ayon is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial LLC, Elmira Savings Bank, and Scottrade, INC. His current tenure at TIAA-CREF began in 2022. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment solutions.

Manda Lewis is a financial advisor with Eagle Strategies (NY Life) in Trumansburg, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at H&H Financial Group LLC since 2012 and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2005. Lewis is also involved as an associate and broker with H&H Financial Group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Labourdette is a financial advisor at &PARTNERS with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at &PARTNERS since 2024. His prior experience includes eight years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services alongside financial planning, retirement plan consulting, and investment banking. The firm employs a combination of proprietary models and third-party manager solutions utilizing fundamental, technical, and quantitative analysis.

Geoffrey Wright is a financial advisor with Lincoln Investment in Ithaca, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1983 and has also worked with New York Life Insurance Company since 1977. Outside of his advisory role, he is a partial owner of a small number of racehorses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, employing a mix of strategic and tactical investment approaches, and manages both discretionary and non-discretionary portfolios.

Rachel Whittaker is a financial advisor at &PARTNERS with a Series 66 designation and one year of industry experience. Her prior roles include positions at Heritage Lake Advisors & Partners and Wells Fargo Advisors. She also has experience in real estate as a licensed salesperson with Warren Real Estate. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers across fundamental, technical, and quantitative strategies.

Colton Herrington is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation. He has 12 years of industry experience and has been affiliated with New York Life and its related entities since 2013. Outside of his advisory role, Herrington is involved in several business ventures including owning an employment agency and a construction and excavation company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Lucas Herrington is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been associated with H & H Financial Group LLC and Eagle Strategies since 2012, and with New York Life and NYLIFE Securities since 2010 and 2011, respectively. Outside of his advisory work, Herrington owns and operates Elk Creek Enterprises, a construction and excavation company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working extensively with institutional plan sponsors within an integrated New York Life affiliate structure.

Erik Detota is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at firms including LPL Financial, Tompkins Trust Company, TD Ameritrade, and AXA Advisors. Transamerica Retirement Advisors serves individuals participating in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education focused on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management and serves a large client base with primarily non-discretionary assets.

Stephen Smith is a financial advisor with TIAA-CREF in Ithaca, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with TIAA and TIAA-CREF since 1993 and 2001, respectively. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates as a vertically integrated group using affiliated funds in its advisory services.

Kelly Michalek is a financial advisor with TIAA-CREF, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients connected through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and serves as adviser to a donor-advised fund.

David Labourdette is a financial advisor at &PARTNERS with Series 66 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing, Zonar Systems, and Transcar Express, LLC. Outside of his advisory role, he serves as a trustee and chairman overseeing church finances at Grace Chapel Independent Bible Church. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary and third-party portfolio management strategies, and it operates both as a registered investment adviser and a broker-dealer.