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.

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.

Gennaro Concolino is a financial advisor at Goldstrike Capital LLC with a Series 65 designation and no prior industry experience before joining the firm in 2025. He is also the president and owner of C & A Accounting Associates Inc and has held that role since 2000. In addition, he owns JCF Reality, a company involved in investment rental properties. Goldstrike Capital LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and tailored risk management. The firm offers discretionary portfolio management, individualized Investment Policy Statements, and both one-time and ongoing financial planning engagements.

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.

Philip Valeriano is a financial advisor at National Wealth Management Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Valeriano is a 50% owner and collaborator of My Delivery Door in Manilus, NY, where he contributes to operational aspects outside of trading hours. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals and retirement plans. The firm employs a long-term, objective-based investment approach tailored to clients, offering a range of portfolio management and consulting services through multiple platforms and custodians.

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.

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.

Jenna Brown is a financial advisor with Empirikal Partners LLC in Syracuse, NY, holding Series 65 and Series 66 licenses and 13 years of industry experience. Her prior work includes roles at Lifemark Securities Corp., Cadaret, Grant & Co., Inc., Bank of America, and Merrill. She also operates as an independent insurance agent, providing life, accident, and health insurance services. Empirikal Partners LLC offers discretionary asset management, retirement-plan advisory, and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses tailored investment programs guided by fundamental analysis and typically exercises discretionary trading authority, managing approximately $87.5 million across around 199 client relationships with a team of ten advisors.

David Carroll is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockbridge Investment Management, LLC in Syracuse, NY. He has been with Rockbridge since 2014. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and retirement plans, offering investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passive index investing across diversified asset classes with regular rebalancing and provides additional services such as pension consulting and participant education for employer-sponsored plans.

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.

Edward Barno is a financial advisor at Rialto Wealth Management with six years of industry experience. He holds the Series 66 designation and previously worked for Rockbridge Investment Management, LLC from 2015 to 2022. Barno serves as a trustee on the board of Christian Brothers Academy, a private Catholic junior/senior high school in Syracuse, NY. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios using primarily low-cost, non-actively managed mutual funds and ETFs, incorporating options strategies for downside protection as needed.

Willard Lipe is a CFA® charterholder and holds a Series 66 license with 34 years of industry experience. He has been with Lipe & Dalton Investment Counsel since 2004 and has prior experience at HSBC Brokerage (USA) Inc. and Niagara Mohawk Power Corp. Lipe & Dalton Investment Counsel provides discretionary portfolio management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $779.9 million in client assets and employs a combination of fundamental, quantitative, and qualitative analysis in its investment process, emphasizing asset allocation and both long- and short-term strategies.