Jacob Farabee is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Passive Capital Management, LLC and has prior work experience at Public Financial Management, Rapid Response Monitoring, Connecticut College, and DAF Office Networks. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, with discretionary portfolio management and periodic rebalancing.

Anthony Farella is a CFP® professional with 18 years at Rockbridge Investment Management, LLC in Syracuse, NY. He has four years of industry experience. Rockbridge Investment Management serves individuals, nonprofits, business entities, and pension/profit-sharing plans with 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 provides pension consulting and participant education for employer-sponsored plans.

Michael Antonacci is a financial advisor at Rialto Wealth Management in Syracuse, NY, with nine years of industry experience. He holds the Series 66 designation and previously worked at Rockbridge Investment Management, LLC and The AYCO Company, L.P./Mercer Allied. 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 employs a primarily passive investment approach using low-cost mutual funds and ETFs, with custom portfolios guided by modern portfolio theory and options for downside protection.

Kevin Sullivan is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Rialto Wealth Management since 2025 and previously spent nine years at Rockbridge Investment Management, LLC. 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 primarily through a fee-based asset model. The firm employs a modern portfolio theory approach with broadly diversified, low-cost mutual funds and ETFs, managing approximately $626 million across retail and institutional clients.

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.

Craig Buckhout is a CFA® charterholder with 18 years at Rockbridge Investment Management, LLC and 6 years previously at Disciplined Capital Management. He has a total of 24 years of industry experience. 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 for employer-sponsored retirement plans.

Jeffrey Watson is a financial advisor at Rialto Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pinnacle Investments, LLC and TIAA-CREF. 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, emphasizing broadly diversified, low-cost funds and custom-managed portfolios aligned with client objectives.

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.

Adam Underwood is a CFP® with seven years of industry experience. He is currently with Rockbridge Investment Management, LLC, where he has worked since 2022. Prior to that, he was with Equitable Advisors and AXA Advisors. 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 funds and ETFs, diversified portfolios, and regular rebalancing while acting as a fiduciary for retirement accounts.

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.

Sam Vercillo is a Series 66 credentialed financial advisor at Gateway Wealth Partners, LLC with five years of industry experience. Prior to joining Gateway Wealth Partners in 2026, he was with Equitable Advisors from 2021 to 2026. His earlier work includes positions at Mike's TV, Appliances, and Power Equipment and the University of Rochester. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, managing assets through diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

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.

Quentin Pinner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Purshe Kaplan Sterling Investments and Ally Invest Advisors among other firms. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients and offers both discretionary and non-discretionary portfolio management through various advisor-managed and third-party models.

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.

Michael Van Slyke is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 63 designation and has previously worked at Bankers Life and related entities from 2014 to 2025 before joining Belpointe in 2026. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of investment strategies.

Leo Vassallo is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial. He also owns a private label financial business, L R Vassallo & Associates, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs to implement strategies.

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.

Thomas Bailey is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services, JMA Wireless, and the U.S. Department of Health & Human Services. Outside of advising, Bailey operates his own income tax preparation and financial services LLC and works as a licensed New York State armed guard and retired police officer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors managing over $1.3 billion in assets. The firm offers a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

James Brennan is a financial advisor with Aegis Capital Corp. in Syracuse, NY, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He previously worked at Princor Financial Services Corp, Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. Outside of his advisory role, he is a co-owner of Columbia Hall Inc., an S-Corp involved in the rehabilitation of a commercial building. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and is noted for its significant non-discretionary asset management and active broker-dealer operations.

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.