Neil Edmonds is a financial advisor at Ascent Wealth Partners, LLC with six years of industry experience. He holds a Series 63 designation and has been with Ascent since 2015. Edmonds is also a licensed insurance agent and occasionally offers insurance products to clients. Ascent Wealth Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with wealth management, 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, supplemented by mutual funds, ETFs, and customized option strategies.

Nancy Kowalczyk is a financial advisor with Ascent Wealth Partners, LLC in New Hartford, NY, bringing seven years of industry experience. She has been with Ascent Wealth Partners since 2011. Outside of her advisory role, she manages a rental property in Utica, NY. Ascent Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach focused on large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and options strategies.

Curtis Pearsall is a Series 65-licensed financial advisor with three years of industry experience, currently with Strategic Financial Services in Utica, NY. Prior to joining Strategic Financial Services, he worked at Collaborative Business Solutions LLC and spent over a decade at Upstate Cerebral Palsy Inc. He serves as Treasurer and a member of the Finance Committee for Connect Ed, a care management organization. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to a diverse client base including individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm employs a model-based investment approach combining quantitative factor tilts, macro and fundamental analysis, and uses digital planning tools to support client financial plans and portfolio management.

Sophia Tsoupelis is a financial advisor at Ascent Wealth Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked for Strategic Financial Services, Inc. for five years. Outside of finance, she has experience working as a hostess at Symeons Greek Restaurant. 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 combining fundamental and technical analysis, focusing on large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and customized option strategies.

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 4 years of industry experience, currently serving as an advisor at Strategic Financial Services in Utica, NY. He has been with Strategic Financial Services since 2011. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to a diverse client base including individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm employs a model-based investment approach combining quantitative factor tilts, macro and fundamental analysis, and uses digital planning tools to support financial plans and portfolio management.

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.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and a total of four years in the financial industry. Prior to joining Belpointe in 2019, he worked at Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved in CFO consulting through Chatham Street Consulting Services, LLC, and serves on the finance committee of St. Peter's Church in Rome, NY. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both active and passive strategies tailored to client objectives and risk tolerance, while also supporting various affiliated businesses and proprietary investment products.

Ronald Drake is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Lifemark Securities Corp. since 2012 and has also been an independent insurance agent since 2013. Prior to joining Lifemark, he held accounting positions at Teague Accounting Xperts, Inc. and PUMA Accounting. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, delivering suitability-driven advice tailored through risk assessments with accounts managed on both discretionary and non-discretionary bases.

Bryan Mc Cormick is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and having two years of industry experience. He previously worked at Chatham Street Advisors for five years and has experience in the electric industry. Outside of advising, he owns and operates Rome Lightery Company, specializing in lighting design and lamp repair. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using customized portfolios and a range of advisory relationships.

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.