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.

Daniel Esford is a CFP® with 10 years of industry experience, currently serving as an advisor at Reagan Companies Asset Management, Inc. since 2019. His prior experience includes roles at Securities America Advisors, Inc. and Allied Financial Services Inc. Reagan Companies Asset Management, Inc. offers 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, using both long-term and short-term strategies tailored to client goals and risk tolerances.

Robert Tackabury is a financial advisor at IBN Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with IBN Financial Services since 2004. In addition to his advisory role, he operates a CPA practice providing tax preparation, bookkeeping, and CPA services, and also sells long-term care insurance. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple analytical methods and a range of investment strategies to deliver financial planning, asset management, and consulting services through a team of 14 advisors.

Elliot Schrag is a financial advisor with IBN Financial Services, Inc., holding a Series 63 designation and 17 years of industry experience. He has worked at IBN Financial Services since 2018 and previously was associated with BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. Schrag operates under the name Schrag Wealth Management Group for his securities business. IBN Financial Services, Inc. serves individuals, pension plans, trusts, estates, charities, and business entities with financial planning, asset management, and consulting. The firm employs multiple methods of analysis and implements portfolio strategies driven by Dynamic Portfolio Strategies, utilizing a range of investment vehicles to meet client objectives and risk tolerances.

Norman Caffrey is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 63 designation and 42 years of industry experience. He has been with IBN Financial Services since 2002. Outside of his advisory role, he occasionally performs as a guitar player. IBN Financial Services is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets through a team of 14 advisors, offering financial planning, asset management, and consulting using a combination of proprietary strategies and third-party managers.

Richard Reagan is a CFP® with nine years of industry experience, currently serving at Reagan Companies Asset Management, Inc., where he has worked since 2012. He holds a Series 63 designation and is based in Marcellus, NY. Reagan Companies Asset Management, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combined fundamental, technical, charting, and cyclical analysis investment approach and offers discretionary portfolio management along with educational seminars and workshops.

Richard Stevens is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY. He holds the ChFC® designation and has 41 years of industry experience. Since 2013, he has been with IBN Financial Services and also works as an independent contractor for the Advanced Planning Strategies Program, referring clients to professionals in legal, accounting, and other fields to coordinate comprehensive financial strategies. 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 employs a mix of fundamental, technical, and cyclical analysis to manage portfolios using Dynamic Portfolio Strategies and a range of investment vehicles tailored to client objectives and risk tolerances.

Christopher Riggi is a CFP® with 11 years of industry experience, currently serving as an advisor at Reagan Companies Asset Management, Inc. since 2018. His prior roles include positions at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and retirement plans. The firm uses a documented investment process combining charting, fundamental, technical, and cyclical analysis and manages over $1.1 billion in assets.

Monica Coles is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Oxford Harriman Private Wealth Management, Thurston Springer Financial, Bristal Lane, Pinnacle Investments, Cadaret, Grant & Co., AmeriCU Credit Union, and Morgan Stanley. 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 multiple methods of analysis and uses a range of investment vehicles, including proprietary strategies and third-party managers, to tailor portfolio strategies according to client objectives and risk tolerances.

Ethan Ciota is a financial advisor at Reagan Companies Asset Management, Inc. in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His prior work experience includes a year at Equitable Advisors, LLC, and several years in education at Miami University and local schools. Reagan Companies Asset Management, Inc. provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as retirement plans and consulting services. The firm employs a multi-strategy investment process documented in client-specific Investment Policy Statements and manages over $1.1 billion in discretionary assets.

John Dobbertin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, 65, and 66 credentials and has 27 years of industry experience. He has been associated with American Portfolios Financial Services, Inc. since 2009. Outside of his advisory work, Dobbertin serves as a scout for the Portland Trailblazers NBA team. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities, with approximately $87.65 million in assets under management. The firm uses a range of analytical methods and portfolio strategies to tailor asset management and financial planning services to client objectives and risk tolerances.

Molly Bohrer is a financial advisor at Verum Partners LLC with a Series 65 designation and three years of industry experience. She worked at Morgan Stanley from 2018 to 2021 before joining Verum Partners, where she has been since 2021. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, often engaging Independent Managers while maintaining oversight and due diligence.

Christopher Moak is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors since 2018, with prior experience at LPL Financial and Independent Financial Partners. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice, offering access to a variety of programmatic solutions and educational resources.

Nathaniel Gavitt is a financial advisor at Summit Financial, LLC in Syracuse, NY, holding a Series 65 credential with 11 years of industry experience. He previously worked at Everest Consultants, LLC for nine years. In addition to advisory services, he offers insurance products through various companies and receives compensation from these sales. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Aaron Piquet is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Equitable Advisors, LLC, Lifeplan CCO, and Toomey Residential and Community Services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using both fundamental and technical analysis.

William Kamery is a financial advisor with Dakota Wealth, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Dakota Wealth in 2021, he worked at KeyBank National Association for seven years. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations across multiple asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

John Serafin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of experience with Mutual/United of Omaha and also operates a sports memorabilia business in Liverpool, NY. His prior experience includes various roles in insurance sales across multiple companies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and combines investment advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.

John King is a financial advisor at Dakota Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Key Private Bank from 2009 to 2021. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using various investment vehicles and emphasizes active oversight, including managing private funds and acting as sub-adviser to a registered ETF.

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Good Life Advisors since 2018 and previously was with Independent Financial Partners and LPL Financial. Outside of his advisory work, he is involved in Gabrielle Chocolates and Ice Cream, a small ice cream manufacturing business. Good Life Advisors is a multi-team registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and financial planning services, emphasizing tailored investment strategies through a combination of direct management, model portfolios, and sponsored advisory platforms.

Thomas Brown is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY. He holds the Series 66 designation and has seven years of industry experience, including eight years with Blue Water Capital Management, LLC prior to his current role. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction aligned with each client’s goals, time horizon, and risk tolerance, and uniquely services banking and thrift institutions while overseeing wrap-fee programs and sub-advisor relationships.