David Carroll is a CFP® professional with six years of industry experience. He has worked at Rockbridge Investment Management, LLC for 12 years and previously at Wells Fargo Clearing. He is currently associated with Creative Planning, LLC. Rockbridge Investment Management serves individual clients, nonprofits, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm emphasizes diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailored to client objectives and risk profiles.

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 III is a CFA charterholder and Series 66 licensee with 22 years at Lipe & Dalton Investment Counsel and over two decades of experience in the financial industry. He is based in Syracuse, NY, and has a background that includes long-term roles at HSBC Brokerage and Niagara Mohawk Power Corporation. Lipe & Dalton Investment Counsel manages discretionary portfolios for high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm applies fundamental, quantitative, and qualitative analysis using both long- and short-term strategies, with investment decisions made by a leadership team of two CFA charterholders.

David Krawczyk is a CFP® professional with two years of industry experience, currently with Rockbridge Investment Management, LLC. Prior to joining Rockbridge, he worked at Firley, Moran, Freer & Eassa, CPA for six years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm emphasizes diversified, low-cost portfolios primarily composed of index mutual funds and ETFs, with investment strategies tailored to each client's objectives and risk profile.

Andrew Derrenbacker is a CFP® and CFA® at J.W. Burns & Company, Inc., with five years of industry experience. He has been with J.W. Burns since 2014 and previously worked at Colgate University. J.W. Burns & Company provides individualized portfolio management and, when requested, limited financial planning and consulting to individuals, pension plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, focusing on fundamental analysis, long-term investments, and regular portfolio reviews tailored to each client’s objectives and risk tolerance.

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 the Series 66 and Series 63 licenses. Prior to joining Rialto Wealth Management in 2022, she worked at Citigroup for nine years. 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 employs a modern portfolio theory–based approach focused on broadly diversified, low-cost mutual funds and ETFs, managing approximately $626 million for around 338 clients through a team of six advisors.

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 five years of industry experience. He has worked at Rockbridge Investment Management, LLC for eight years and at Creative Planning, LLC for one year. Prior to his advisory career, he was employed at General Electric for eleven years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm manages roughly $1.84 billion across about 1,500 client relationships, focusing on diversified, low-cost portfolios primarily composed of index mutual funds and ETFs, with asset allocations tailored to clients' objectives and risk profiles.

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® with five years of industry experience, currently serving at J.W. Burns & Company, Inc., where he has been part of the team since 2006. The firm, based in Dewitt, NY, has six advisors and a history dating back to 1974. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages about $1.02 billion, focusing on fundamental analysis and long-term investment strategies, with an emphasis on ongoing portfolio monitoring and client-specific objectives.

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, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at BNP Paribas for 11 years before joining J.W. Burns & Company in 2026. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term investment strategies, managing over $1 billion across a range of securities and employing a distinctive wrap-fee and separately managed account model.

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.

Patrick Dalton is a CFA charterholder with over 22 years at Lipe & Dalton Investment Counsel and five years of industry experience. He works at a Syracuse, NY–based firm that specializes in discretionary portfolio management. Lipe & Dalton manages individual portfolios for a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental, quantitative, and qualitative analysis with both long- and short-term trading strategies, focusing on portfolio management through a small team of CFA charterholders.

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.