Christopher Riggi is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Reagan Companies Asset Management, Inc and Reagan Investment Management since 2018. Prior to that, he worked at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management, Inc serves individuals, high-net-worth clients, and institutional plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor both long-term and short-term strategies according to client goals and risk tolerances.

Patrick Dalton is a CFA® charterholder with four years of industry experience. He has been with Lipe & Dalton Investment Counsel since 2004, working within a two-advisor team based in Syracuse, NY. Lipe & Dalton provides discretionary investment supervisory services and continuous portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $779.9 million in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to deliver individualized portfolio construction.

Ethan Gilbert is a CFP® professional with four years of industry experience. He is currently with Rialto Wealth Management and previously worked at Rockbridge Investment Management, Disciplined Capital Management, and served in the U.S. House of Representatives. Rialto Wealth Management provides fee-based investment management and financial planning to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios primarily using low-cost, passive mutual funds and ETFs, and offers qualified retirement plan consulting and fiduciary advice.

Monica Coles is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Oxford Harriman Private Wealth Management, Thurston Springer Financial, Bristal Lane, Pinnacle Investments, Cadaret, Grant & Co., AmeriCU Credit Union, and Morgan Stanley. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities, managing approximately $87.65 million in assets. The firm employs multiple methods of analysis and uses a range of investment vehicles, including proprietary strategies and third-party managers, to tailor portfolio strategies according to client objectives and risk tolerances.

Zachary De Bottis is a CFP® professional with four years of industry experience, currently serving at Rockbridge Investment Management, LLC since 2019. Prior to joining Rockbridge, he worked at SUNY Geneseo University for four years. Rockbridge Investment Management provides discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and tax preparation services to individuals, nonprofit organizations, business entities, and pension/profit-sharing plans. The firm emphasizes passively managed index funds and ETFs, diversified asset allocation, and regular rebalancing, while offering additional services such as pension consulting and participant education for employer-sponsored retirement plans.

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.

John Dobbertin is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. He has been affiliated with American Portfolios Financial Services, Inc. since 2009. Outside of advisory work, Dobbertin works as a scout for the Portland Trail Blazers, dedicating significant time monthly to this role. IBN Financial Services, Inc. serves a diverse client base including individuals, pension plans, trusts, and charities, managing approximately $87.65 million in assets with a team of 14 advisors. The firm utilizes a combination of fundamental, technical, and cyclical analysis to implement dynamic portfolio strategies across various asset classes and offers both discretionary and non-discretionary account management.

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.

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.

Peter Bunitsky Jr. is an advisor with J.W. Burns & Company, Inc., holding four years of industry experience. He has been with J.W. Burns & Company since 1990. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $872 million on a discretionary basis and employs a long-term, fundamental analysis approach tailored through personal investment policies.

Linda Mcanelly is a financial advisor at Leigh Baldwin & CO., LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin since 1998, with prior experience at Financial Quest, Inc. and Prestige Investing LLC. Outside of advisory work, she has offered long-term care, disability, fixed annuities, life insurance, and Medicare plans through various insurance companies, and was appointed as a FINRA arbitrator, although she is not currently active in that role. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, uses both long- and short-term positions, and may incorporate options strategies, managing about $285 million in discretionary assets through a team of 18 advisors.

Michael Figler is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 65 and Series 63 licenses and bringing 46 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He retired briefly before joining Pinnacle Investments in 2025. Pinnacle Investments, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis and offers diverse investment strategies, alongside a distinct financial planning process aligned with CFP standards.

Robert Beck is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Pinnacle Investments, LLC since 2017. Pinnacle Investments, LLC offers investment advisory and brokerage services to individuals, including high-net-worth clients, as well as various entities such as pension plans, trusts, and charitable organizations. The firm utilizes both fundamental and technical analysis across a range of investment strategies and asset classes, supported by a distinct CFP-aligned financial planning process.

Daniel Posniak is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Pinnacle Investments since 2009. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning and portfolio management using fundamental and technical analysis, with accounts custodied at Charles Schwab or First Clearing.

Daniel Mody is a CFP® with 31 years of industry experience, currently serving as an advisor at Pinnacle Investments, LLC since 2001. He also holds leadership roles outside the firm as CEO of Confidential Planning and as a board member of Pinnacle Holding Company, both providing financial services. Pinnacle Investments is a multi-team SEC-registered adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of services including financial planning and portfolio management, utilizing both fundamental and technical analysis across various asset classes.