Francesca Asher is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Strategic Financial Services in Utica, NY. She has been with Strategic Financial Services for ten years. Strategic Financial Services advises individuals, families, institutions, corporations, and retirement plans, providing wealth management, institutional portfolio management, and fiduciary consulting. The firm employs a largely model-based, discretionary investment approach with options for customization and integrates tax-aware planning alongside coordination with outside professionals.

Martin Moshier is a financial advisor at Ascent Wealth Partners, LLC with 22 years of industry experience. He holds the Series 63 designation and has been with Ascent Wealth Partners since 2011. Prior to that, he worked at Purshe Kaplan Sterling Investments from 2011 to 2017. Ascent Wealth Partners advises individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, focusing on large-cap equities and high-grade fixed income, and also facilitates client access to private investment funds.

Douglas Walters is a CFA® charterholder with 13 years of industry experience. He is currently with Strategic Financial Services in Utica, NY and previously worked at Cadaret, Grant & Co., Inc. from 2014 to 2019. Walters holds a Series 63 license. Strategic Financial Services advises a diverse client base including individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm employs a model-based investment process combining quantitative factors, macroeconomic and fundamental analysis, and uses digital planning tools to support its wealth management and institutional advisory services.

Connor Gaffney is a financial advisor with Strategic Financial Services in Utica, NY, holding a Series 65 designation and three years of industry experience. He has been with Strategic Financial Services since 2019 and previously worked at Fiber Instruments Sales for five years. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm utilizes model-based investment strategies combining quantitative factor tilts, macro and fundamental analysis, and ETF/mutual fund implementations, supported by digital planning tools to inform financial plans and portfolio allocations.

Nicholas Accordino is a CFP® professional with one year of industry experience, currently serving at Strategic Financial Services. He previously worked at Utica University for nine years. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm employs model-based investment strategies combined with top-down and bottom-up analysis, using ETFs, mutual funds, and sub-advisors to meet specialized client needs.

Gregory Mattacola is a CFP® professional with eight years of experience at Strategic Financial Services and prior experience at Hancock Estabrook, LLP. He is based in Rome, NY. Outside of financial advising, he provides legal consulting for the Town of Westmoreland and serves as an adjunct lecturer at Danelli Partners, covering topics such as conflict resolution and stress management. Strategic Financial Services offers wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm uses model-based investment strategies combined with top-down and bottom-up analysis and supplements portfolio management with digital planning tools.

Emma Uvanni is a financial advisor at Strategic Financial Services with a Series 65 designation and one year of industry experience. Her previous work includes roles at DK Griffith & Co/LifeMark Securities Corp., Dimmick Group Peterbilt, and Utica General Truck Co. Strategic Financial Services advises individuals, families, institutions, corporations, and retirement plans, offering wealth management, institutional portfolio management, and fiduciary consulting. The firm employs largely model-based investment management with discretionary implementation and provides tailored planning services across distinct client programs.

David Lemire is a CFA® charterholder with five years of industry experience. He has been with Strategic Financial Services since 2011, contributing to the firm for 15 years. Strategic Financial Services provides wealth management, institutional portfolio management, and retirement-plan advisory services to individuals, families, institutions, corporations, and employer-sponsored retirement plans. The firm employs a largely model-based, discretionary investment approach with options for customization and integrates tax-aware planning alongside coordinated external professional advice.

Kyle Dempster is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Strategic Financial Services with six years at the firm and two years of industry experience. Prior to joining Strategic Financial Services, he worked at Utica College for eight years. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm uses a model-based investment approach combining quantitative factor tilts, top-down macro and bottom-up fundamental analysis, and ETF/mutual fund implementations, supplemented by digital planning tools and sub-advisors for specialized needs.

Timothy Welchons is a financial advisor at Ascent Wealth Partners, LLC with 15 years of industry experience. He has worked at Ascent since 2018 and previously spent six years at Bluefin Research Partners, Inc. In addition to his advisory role, he is involved in insurance sales. Ascent Wealth Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach is primarily long-term, focusing on large-cap equities and high-grade fixed income, while incorporating fundamental and technical analysis along with customized option strategies.

Bradley Kowalczyk is a financial advisor with Ascent Wealth Partners, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Ascent Wealth Partners since 2011 and previously worked at Purshe Kaplan Sterling Investments. Outside of advising, he serves as counsel at Kowalczyk Law Office, focusing on business, tax, and estate planning matters, and is a board member of The Boilermaker Roadrace charitable organization. Ascent Wealth Partners provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build portfolios concentrated in large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and customized option strategies.

Anthony Pasqualetti is a financial advisor at Strategic Financial Services with a Series 65 designation and one year of industry experience. Before entering the financial industry, he held roles in various sectors including hospitality and retail, and was a student until 2023. Strategic Financial Services provides wealth management, institutional portfolio management, and retirement-plan advisory services to individuals, families, institutions, corporations, and employer-sponsored retirement plans. The firm employs a largely model-based, discretionary investment approach with options for customization, integrates tax-aware planning, and offers fiduciary consulting and participant education tailored to client needs.

Joseph Leo is a financial advisor at Quartz Partners Investment Management with 21 years of industry experience. He holds a Series 63 designation and has held previous roles at Benchmark Investments, Etico Partners, Etico Wealth Management, and Dinosaur Securities. Leo serves as treasurer and chair of the investment committee for Pathfinder Village, a local philanthropic organization. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and manages accounts primarily on a discretionary basis.

David Griffith is a financial advisor with LifeMark Securities Corp. in Utica, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LifeMark since 2015 and operates his own firm, David K Griffith, Inc., where he provides tax preparation and small business consulting. LifeMark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm uses a suitability-driven approach, managing accounts on both discretionary and non-discretionary bases, and provides various managed account programs including UMAs, SMAs, and TAMP options.

Pierre Duchmann is a Series 65 licensed advisor at Quartz Partners Investment Management with one year of industry experience. Prior to joining Quartz Partners, he has been involved in fuel sales through Silchuk Logistics and property management at Cedar Ridge Apartments. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management with a focus on macro analysis and stock selection across multiple portfolio series.

Jack Talarico is a financial advisor at Quartz Partners Investment Management with a Series 65 designation. He has held roles at Etico and Quartz Partners since 2025, and previously worked at the University at Buffalo, Yahnundasis Golf Club, and the New Hartford school district. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, combining top-down macro analysis and bottom-up stock selection across multiple portfolio series. The firm operates multiple branch offices and offers various program sponsorships and model delivery arrangements.

Todd Powers is a financial advisor at Key Investment Services LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Equitable Advisors, Axa Advisors, and Symmetry Financial Group. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs using a multi-provider model that integrates discretionary implementation and third-party strategist portfolios, with a notable affiliation to KeyCorp affiliates offering additional financial services.

James Brock Jr. is a Series 63-licensed financial advisor with Equity Services, Inc. in Utica, NY, where he has worked since 2000. He has 34 years of industry experience and also has longstanding roles with National Life of Vermont and his family agency, Jim Brock Agency, Inc. Outside of his advisory work, he serves on the Board of Directors for Friends of Bassett Healthcare Network. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, including third-party managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Adam Green is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has worked in roles at several firms including Advanced Group Financial Services, Commonwealth Financial Network, and Northwestern Mutual. Outside of advising, he has been involved in fixed insurance sales. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, supporting a range of investment platforms and third-party solutions.

John Gaspa IV is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Guggenheim Partners. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model including Envestnet and third-party managers, and is integrated with KeyCorp affiliates providing a range of advisory and capital markets services.