Jason Nickerson is a CFP® and holds a Series 66 license, with four years of industry experience. He is affiliated with John G. Ullman & Associates, Inc., where he has worked since 1998 in various capacities. Outside of his advisory role, he is a partner and owner of Famalina Blue Properties LLC, a business involved in vacation-style rental properties. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and risk-segmented portfolio management.

William Redder is a financial advisor at Burns Matteson Capital Management, LLC in Corning, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Burns Matteson since 2005. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans, offering investment advisory services, wealth management, and financial planning. The firm’s investment approach includes allocations across equities, fixed income, and mutual funds or ETFs, with distinctive use of derivatives, structured notes, and option strategies.

Thomas Snow is a financial advisor with John G. Ullman & Associates, Inc. in Corning, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with John G. Ullman & Associates since 1982. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions, foundations, endowments, trusts, and U.S. corporations, typically managing accounts with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and risk-segmented portfolios focused on low-to-moderate risk.

Jeffrey Naylor is a financial advisor at Valicenti Advisory Services Inc with 4 years of industry experience. He has been with Valicenti Advisory Services since 2005. Valicenti Advisory Services, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, trusts, estates, and business entities. The firm combines portfolio management with ancillary services such as tax preparation, bookkeeping, and insurance products through its affiliated agency.

Darren Wilcox is a CFP® professional with four years of industry experience, currently serving at John G. Ullman & Associates, Inc. He has been with the firm since 2006. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, typically managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, employing a value-based investment approach that emphasizes strategic asset allocation and individual security selection.

Loren Wood is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He previously worked for IBN Financial Services, Inc. for 21 years. Outside of his advisory role, Wood operates a sole proprietorship focused on accounting and tax preparation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Michael Timofeeff is a financial advisor with Verity Asset Management, holding a Series 66 designation and 17 years of industry experience. He has held roles at The Leaders Group Inc and New York Sport & Fitness, and has been associated with Verity Financial Group and Verity Asset Management since 2008. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Rachel Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding the Series 66 designation and three years of industry experience. Prior to joining Benjamin F. Edwards, she worked at UPS and Radisson Hotel Corning. She is also an independent consultant with Arbonne, focusing on nutrition, skincare, and makeup. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage services, and insurance products.

Jessica Titus is a financial advisor at TLG Advisors, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a Senior Internal Partner in sales at BKA Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm provides investment supervisory services and comprehensive financial planning, focusing on manager selection and portfolio diversification using fundamental analysis and Modern Portfolio Theory.

Joseph Rhodes Jr. is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently affiliated with TLG Advisors, Inc. and has held positions at The Leaders Group Inc., BKA Financial, Lion Street Financial, and Wells Fargo Clearing Services. He also works as an independent insurance agent. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm’s investment approach focuses on manager selection and portfolio diversification, employing fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Kristen Ketchum is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She has worked at Benjamin F. Edwards since 2014 and previously spent six years at RBC Capital Markets. Ketchum holds the Series 66 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Jolie Mc Carthy is a CFP® professional with 10 years of industry experience. She has worked at Savant Wealth Management since 2026 and previously spent 15 years at Socha Financial Group. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust service affiliates.

Shawn Corey is a Series 66-licensed financial advisor with nine years of industry experience, currently working at Benjamin F. Edwards & Company, Inc. since 2016. Prior to this, he was employed by Steuben County for five years. He serves as Treasurer for Victory Highway Wesleyan Church in Painted Post, NY. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of services including financial planning, investment management, brokerage, and retirement consulting.

Jill Miller is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. She has worked at Benjamin F. Edwards since 2014 and previously spent six years at RBC Capital Markets. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services, including wrap-fee advisory programs, financial planning, investment management consulting, and brokerage services, and offers both discretionary and non-discretionary managed solutions utilizing proprietary strategies and third-party models.

Michelle Vang is a CFP® professional with nine years of experience in financial advising. She is currently with Savant Wealth Management and previously worked at Socha Financial Group, LLC, and Nancy A. Socha & Associates, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Ryan Hughes is a financial advisor at Raymond James Financial in Corning, NY. He holds the Series 66 designation and joined the firm in 2026. His prior experience includes roles at Corning Federal Credit Union and Raymond James Financial Services, along with four years of prior work in education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal finance work through a unique affiliated municipal advisor.

Rachelle Snyder is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously spending 12 years with Metlife Securities, Inc. and 10 years with Mass Mutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved software tools to analyze client goals.

Michael O'Brien is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he owns O'Brien-Adams Enterprises LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu for clients who meet net-worth thresholds, including specialized areas such as business-owner transition and special-needs planning.

Mira Hailu Martinez is a financial advisor at Ameriprise in Corning, NY, holding a Series 66 credential. She joined Ameriprise in 2024 and has prior work experience at The Guthrie Clinic, Southern Tier Plastics, and Wendy's. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service with a written Recommendation Report and ongoing retirement-income planning advice that focuses on dependable income sources and tax-aware withdrawal strategies.

Kelly Lewis is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Prior to joining Edelman, Kelly worked for nine years at John G. Ullman & Associates, Inc. Outside of advisory work, Kelly provides tax preparation consulting for Cavaco Management Group, LTD during the tax season. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.