F Libardoni Jr. is a financial advisor with IBN Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. His prior work includes roles at Cetera Advisors LLC and Investors Capital Corporation. Outside of advising, he is also an insurance agent specializing in life, disability, and annuities and provides income tax preparation and planning through Libardoni Financial. IBN Advisory Services, Inc. offers asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing internal investment teams and third-party managers guided by individualized investment policy statements.

Matthew Abbott is a financial advisor at Armory Capital Management, LLC, with five years of industry experience. He has held roles with the Premier Lacrosse League since 2021 and previously with Major League Lacrosse from 2009 to 2020. Armory Capital Management provides fee-only investment management, financial planning, retirement planning, and wealth management to a broad client base, including individual investors, trusts, estates, charitable organizations, foundations, and institutional clients. The firm’s investment approach emphasizes asset allocation and rigorous screening of securities, mutual funds, and ETFs, typically favoring longer-term holdings with periodic portfolio reviews.

Michelle Shope is a financial advisor at Shope Advisors Group with one year of industry experience. She holds a Series 65 designation and previously spent 15 years as a homemaker before beginning her career in financial planning. Shope Advisors Group is an SEC-registered advisory firm that provides personalized financial planning, investment supervisory services, and consultation to individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million for about 83 clients and employs a diversified, medium- to long-term strategic asset allocation approach using actively managed mutual funds and ETFs.

Andrew Moen is a financial advisor at Newman Ladd Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm, where he works up to 80 hours per month. Newman Ladd Capital Advisors offers investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical methods for securities evaluation, conducts ongoing account monitoring, and provides regular performance reporting.

Vincent Sinopoli Jr. is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in the accounting profession as president of Sinopoli & Sinopoli, Certified Public Accountants, P.C. since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach with diversified, passive asset-class exposure and is formally affiliated with an accounting firm, which is uncommon among similarly sized advisory teams.

Ryan Pine is a financial advisor with Genesee Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Genesee Capital Advisors since 2013 and was previously employed at Purshe Kaplan Sterling Investments. Outside of his advisory role, he is an insurance agent and a member of a real estate review partnership. Genesee Capital Advisors serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes model portfolios primarily composed of mutual funds and ETFs, combining fundamental and technical analysis in a long-term investment approach while accommodating shorter-term trades for rebalancing, tax management, or cash needs.

Michael Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at PricewaterhouseCoopers LLP. In addition to his advisory role, Sinopoli is an accountant at Sinopoli & Sinopoli CPAs, P.C., providing tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC serves individuals, trusts, charitable organizations, businesses, and retirement plans, managing portfolios based on Modern Portfolio Theory using diversified, passive asset-class exposures. The firm operates as a four-person team and is formally affiliated with an accounting firm, a structure that includes procedures to manage related conflicts of interest.

Michael Cerminaro Jr. is a financial advisor at Nottingham Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA for 17 years, as well as LPL Financial and Nottingham Financial Group. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

Cynthia Scott is a financial advisor at OMC Financial Services Ltd with the ChFC® designation and Series 63 and 66 licenses. She has four years of industry experience. She has been associated with OMC Financial Services Ltd since 1987. OMC Financial Services Ltd provides individualized investment management and financial planning to individuals, trusts, estates, and business entities. The firm uses a client data-gathering questionnaire to tailor portfolios and combines fundamental and technical analysis with both long- and short-term trading strategies, offering continuous account monitoring and semi-annual portfolio reviews.

James Shope III is a CFP® professional with 26 years of industry experience. He is the sole advisor at Shope Advisors Group and has been associated with Leigh Baldwin & Co., LLC since 2005. Shope occasionally provides fixed insurance services on a non-investment basis. Shope Advisors Group is an SEC-registered firm serving individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million in client assets, focusing on diversified, medium- to long-term strategic asset allocation through a core-and-satellite approach using actively managed mutual funds and ETFs.

Christopher Avery is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 66 designation and 19 years of industry experience. He has been with IBN Financial Services since 2008 and also has experience with Cambridge Investment Research Advisors. Outside of advisory services, he is involved in construction through ownership of CM Property Group and works as a Medicare sales agent. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities, managing approximately $87.65 million in assets. The firm employs a team-based approach using fundamental, technical, and cyclical analysis, implementing portfolio strategies driven by Dynamic Portfolio Strategies across various asset classes tailored to client objectives.

James Burns is a CFA® charterholder with 39 years of experience at J.W. Burns & Company, Inc., where he currently serves as an advisor. He holds Series 63 and Series 65 licenses and operates out of Dewitt, NY. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm manages approximately $872 million on a discretionary basis and employs a long-term, fundamental analysis investment approach that incorporates personal investment policies and treats cash as an asset class.

Richard Carlesco Jr. is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with IBN Financial Services since 2002 and has also worked with Cambridge Investment Research Advisors since 2025. Carlesco serves as a board member and volunteer for Victory for Vets, Inc. IBN Financial Services, Inc. is a registered investment adviser with a team of 14 advisors managing approximately $87.65 million in assets. The firm serves individuals, including high-net-worth clients, as well as plans, trusts, charities, and business entities, using a variety of analysis methods and portfolio strategies that incorporate proprietary signals and diversified investment vehicles.

Dean Macris is a financial advisor with IBN Financial Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IBN Financial Services since 2016 and maintains concurrent roles at Investment Concepts, LLC and Guardian Life Insurance Co. of America, where he has worked for 11 and 30 years respectively. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple methods of analysis and implements portfolio strategies driven by trade signals from Dynamic Portfolio Strategies, offering financial planning, asset management, and consulting through a combination of proprietary and third-party managers.

Adam Gagas is a financial advisor with Rockbridge Investment Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at Rockbridge since 2021 and has additional experience with Disciplined Capital Management LLC and Breakwall Asset Management. Outside of his advisory roles, he serves as a director at Pathfinder Bank and owns a commercial real estate business, Gagas Realty Corp. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm emphasizes diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailored to clients' objectives and risk profiles.

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.

Harjit Arora is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with IBN Financial Services since 2001. IBN Financial Services, Inc. is a registered investment adviser with a team of 14 advisors serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to implement portfolio strategies through proprietary approaches and third-party managers.

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.