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.

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Michael Sinopoli is a financial advisor with Sinopoli & Sinopoli Financial Services, LLC, holding a Series 65 credential and three years of industry experience. He has worked at PricewaterhouseCoopers LLP and currently serves as an accountant at Sinopoli & Sinopoli CPAs, P.C., a tax and accounting firm. Sinopoli & Sinopoli Financial Services, LLC provides 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 approach using broadly diversified, passive asset classes and operates as a four-person team with a formal affiliation to an accounting firm, which is notable among similarly sized advisory firms.

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.

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 27 years of industry experience, currently serving at Shope Advisors Group in Camillus, NY. He has worked at Leigh Baldwin & Co., LLC since 2005. His other business activities include providing fixed insurance services on an as-needed basis. Shope Advisors Group offers personalized financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic, core-and-satellite asset allocation approach with actively managed mutual funds and ETFs, managing client accounts on a non-discretionary basis.

Philip Valeriano is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Wells Fargo Clearing for nine years before joining National Wealth Management Group in 2025. Valeriano is a 50% owner of Valeriano & Son LLC, a fee-only registered investment adviser based in Las Vegas, NV. National Wealth Management Group provides fee-based investment advisory and financial planning services mainly to individuals, including high-net-worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms.

Christopher Avery is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 66 designation and 20 years of industry experience. He has been with IBN Financial Services since 2008 and has prior experience at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is involved in construction through CM Property Group and works as a Medicare sales agent. IBN Financial Services 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 utilizes a range of investment vehicles to manage assets for approximately 497 client relationships.

James Burns is a CFA® charterholder with five years of industry experience at J.W. Burns & Company, Inc., a firm he has been associated with since 1987. Based in Dewitt, NY, he is part of a six-advisor team. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, employing fundamental analysis and a long-term investment approach with regular portfolio reviews based on clients’ objectives and risk tolerance.

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Richard Carlesco Jr. is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with IBN Financial Services since 2002 and previously worked at Cambridge Investment Research, Inc. Carlesco serves as a board member and volunteer at Victory for Vets, Inc. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets across about 497 client relationships, employing a variety of analytical methods and portfolio strategies that include proprietary approaches and external managers.

George Yackey Jr is a financial advisor at IBN Financial Services, Inc. with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Ameriprise Financial Services, among others. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm employs multiple analytical methods and implements dynamic portfolio strategies using a range of investment vehicles tailored to client objectives and risk tolerances.

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 at Rockbridge Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Rockbridge since 2021. His prior experience includes roles at Disciplined Capital Management LLC and Breakwall Asset Management. Outside of financial advising, Gagas serves as a director at Pathfinder Bank and owns a commercial real estate company, Gagas Realty Corp. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans with investment management, supervisory services, and financial planning. The firm focuses on diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailoring asset allocation 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.