Dean Macris is a financial advisor with IBN Financial Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IBN Financial Services since 2016 and maintains concurrent roles at Investment Concepts, LLC and Guardian Life Insurance Co. of America, where he has worked for 11 and 30 years respectively. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple methods of analysis and implements portfolio strategies driven by trade signals from Dynamic Portfolio Strategies, offering financial planning, asset management, and consulting through a combination of proprietary and third-party managers.

Adam Gagas is a financial advisor at Rockbridge Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Creative Planning, LLC, Disciplined Capital Management LLC, and Breakwall Asset Management. Outside of his advisory role, he serves as a director at Pathfinder Bank and is the owner of Gagas Realty Corp. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm focuses on diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailoring asset allocation to client objectives and risk profiles.

Patrick Rohe is a CFP® with six years of industry experience and has been with Rockbridge Investment Management, LLC since 2009. He holds the Series 66 designation and is based in Syracuse, NY. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans, focusing on diversified, low-cost portfolios primarily composed of index mutual funds and ETFs. The firm manages approximately $1.84 billion across around 1,500 client relationships, offering personalized asset allocation, financial planning, and 401(k) plan consulting.

Scott Reinhardt is a CFA® charterholder with 19 years of industry experience. He has been with Passive Capital Management, LLC and Hanover Square Investor Relations, LLC since 2006. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, focusing on minimizing trading costs, taxes, and market-timing.

Harjit Arora is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with IBN Financial Services since 2001. IBN Financial Services, Inc. is a registered investment adviser with a team of 14 advisors serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to implement portfolio strategies through proprietary approaches and third-party managers.

David Haahr is a CFP® and Series 66-registered advisor with Reagan Companies Asset Management, Inc, where he has worked since 2012. He has nine years of industry experience. Haahr is based in Marcellus, NY, and is part of a four-advisor team at the firm. Reagan Companies Asset Management provides 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, offering discretionary portfolio management and educational seminars tailored to client goals and risk tolerances.

Claire Ariglio is a financial advisor at Rockbridge Investment Management, LLC with five years of industry experience. She holds a Series 63 designation and has worked at Creative Planning, LLC since 2026, following an 11-year tenure at Rockbridge. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and retirement plans with discretionary and non-discretionary investment management, supervisory services, and financial planning. The firm focuses on diversified, low-cost portfolios primarily using index mutual funds and ETFs, tailoring asset allocation to client objectives and risk tolerance.

Jenna Brown is a financial advisor at Empirikal Partners LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Lifemark Securities Corp., Cadaret, Grant & Co., Inc., Bank of America, Merrill, LPL Financial, and Equitable Advisors. Additionally, she operates as an independent insurance agent, specializing in the sale and service of life, accident, and health insurance. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios to client objectives with ongoing monitoring and quarterly reviews.

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.

Robert Tackabury is a financial advisor at IBN Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with IBN Financial Services since 2004. In addition to his advisory role, he operates a CPA practice providing tax preparation, bookkeeping, and CPA services, and also sells long-term care insurance. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple analytical methods and a range of investment strategies to deliver financial planning, asset management, and consulting services through a team of 14 advisors.

Elliot Schrag is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 63 designation and 18 years of industry experience. Prior to joining IBN Financial Services in 2018, he worked at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. from 2015 to 2018. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, charities, and business entities. The firm offers financial planning, asset management, and consulting through proprietary strategies and third-party managers, employing multiple analytical methods and portfolio strategies that adjust allocations based on trade signals.

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.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Grove Point Investments and Cadaret, Grant & Co., Inc. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs a structured investment process supported by an internal committee and emphasizes faith-based Biblically Responsible Investment screening for its portfolios.

Norman Caffrey is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 63 designation and 42 years of industry experience. He has been with IBN Financial Services since 2002. Outside of his advisory role, he occasionally performs as a guitar player. IBN Financial Services is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets through a team of 14 advisors, offering financial planning, asset management, and consulting using a combination of proprietary strategies and third-party managers.