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.

David Krawczyk is a CFP® professional with one year of industry experience. He is currently with Rockbridge Investment Management, LLC and previously worked at Firley, Moran, Freer & Eassa, CPA for six years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, focusing on diversified, low-cost portfolios primarily using index mutual funds and ETFs. The firm manages approximately $1.84 billion across about 1,500 client relationships and offers tailored asset allocation and financial planning services.

Andrew Derrenbacker is a CFP® and CFA® at J.W. Burns & Company, Inc. in Dewitt, NY, with eight years at the firm and a total of four years of industry experience. He previously worked and studied at Colgate University from 2014 to 2018. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses fundamental analysis and a long-term purchase orientation, developing personal investment policies with each client and managing approximately $872 million on a discretionary basis.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Rachel Ryan is a financial advisor at Rialto Wealth Management in Syracuse, NY, with 12 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Citigroup for nine years before joining Rialto in 2022. Rialto Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a modern portfolio theory-based approach using broadly diversified, low-cost funds, and provides both retail wealth management and institutional retirement plan services on a fee-only basis.

Mariah Galletta is a financial advisor at Rialto Wealth Management with two years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Rock Bridge Investment Management and Atria Wealth Solutions. Rialto Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management and financial planning. The firm’s investment approach focuses on broadly diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis aligned with client objectives.

Nicholas Stancato is a CFP® professional with eight years at Rockbridge Investment Management, LLC and a total of four years in the financial industry. Prior to joining Rockbridge, he worked at General Electric for eleven years. 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 focuses on passively managed index funds and ETFs, emphasizes diversified portfolios with regular rebalancing, and offers pension consulting and participant education without account minimums.

Robert Ryan is a financial advisor at Rockbridge Investment Management, LLC with 4 years of industry experience. He previously worked at Disciplined Capital Management from 2015 to 2021. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans, providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs, diversified portfolios with regular rebalancing, and offers pension consulting and participant education without account minimums.

Allison Rumschik is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Sycamore Financial Group since 2017 and previously worked at Foliofn Investments, Inc. for three years. Sycamore Financial Group serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and proprietary model portfolios to manage accounts with a long-term focus, primarily recommending individual stocks and bond index funds.

Jesse Cramer is a financial advisor at Rialto Wealth Management in Syracuse, NY, with four years of industry experience. He holds a Series 65 credential and has previously worked at CapFinancial Partners, Cobblestone Capital Advisors, and The Best Interest, LLC. Outside of his advisory role, he serves as Secretary on the Board of Directors and Finance Committee at Lollypop Farm, the Humane Society of Greater Rochester. Rialto Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a modern portfolio theory approach focused on broadly diversified, low-cost mutual funds and ETFs, managing client portfolios on a discretionary basis tailored to specific objectives.

Thaddeus Malley is a CFP® professional with four years of industry experience, currently serving at J.W. Burns & Company, Inc., where he has worked since 2006. The firm provides individualized portfolio management and limited financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. J.W. Burns & Company manages approximately $872 million on a discretionary basis and emphasizes fundamental analysis and a long-term purchase orientation in its investment approach.

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.

John Zimmerman is a financial advisor at J.W. Burns & Company, Inc. in Dewitt, NY, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BNP Paribas for 11 years before joining his current firm in 2026. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term investments, manages over $1 billion in assets, and utilizes both wrap-fee and separately managed account programs.

Christopher Riggi is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Reagan Companies Asset Management, Inc and Reagan Investment Management since 2018. Prior to that, he worked at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management, Inc serves individuals, high-net-worth clients, and institutional plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor both long-term and short-term strategies according to client goals and risk tolerances.

Patrick Dalton is a CFA® charterholder with four years of industry experience. He has been with Lipe & Dalton Investment Counsel since 2004, working within a two-advisor team based in Syracuse, NY. Lipe & Dalton provides discretionary investment supervisory services and continuous portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $779.9 million in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to deliver individualized portfolio construction.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.