Anthony Farella is a CFP® professional with five years of industry experience. He is currently with Creative Planning, LLC and was previously with Rockbridge Investment Management, LLC for 18 years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm emphasizes diversified, low-cost portfolios using index mutual funds and ETFs, tailoring asset allocation based on client objectives and risk profiles.

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. He holds Series 63, Series 65, and Series 66 licenses and has 27 years of industry experience. Since 2009, he has been affiliated with American Portfolios Financial Services, Inc. Outside of his advisory work, Dobbertin serves as a scout for the Portland Trail Blazers, dedicating significant time monthly to this role. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm offers financial planning, asset management, and consulting through a combination of proprietary strategies and third-party managers, employing multiple methods of analysis and diverse investment vehicles tailored to client objectives and risk tolerances.

Craig Buckhout is a CFA® charterholder with 18 years of experience at Rockbridge Investment Management, LLC and a total of five years in the financial industry. His previous experience includes six years at Disciplined Capital Management and one year at 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 composed of index mutual funds and ETFs, tailored to client objectives and risk profiles.

Jeffrey Watson is a financial advisor at Rialto Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and 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 approach with diversified, low-cost funds and custom-managed portfolios tailored to client objectives.

Molly Bohrer is a financial advisor at Verum Partners LLC with a Series 65 designation and three years of industry experience. She worked at Morgan Stanley from 2018 to 2021 before joining Verum Partners, where she has been since 2021. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, often engaging Independent Managers while maintaining oversight and due diligence.

Adam Underwood is a CFP® with seven years of industry experience, currently affiliated with Rockbridge Investment Management, LLC. He has worked at Creative Planning, LLC and Equitable Advisors, among other firms. Rockbridge Investment Management serves individuals, nonprofits, businesses, and retirement plans by providing discretionary and non-discretionary investment management and financial planning services. The firm uses diversified, low-cost portfolios focused on index funds and ETFs, tailoring asset allocation to client objectives and risk profiles.

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.

Nathaniel Gavitt is a financial advisor at Summit Financial, LLC in Syracuse, NY, holding a Series 65 credential with 11 years of industry experience. He previously worked at Everest Consultants, LLC for nine years. In addition to advisory services, he offers insurance products through various companies and receives compensation from these sales. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Sam Vercillo is a Series 66 credentialed financial advisor at Gateway Wealth Partners, LLC with five years of industry experience. Prior to joining Gateway Wealth Partners in 2026, he was with Equitable Advisors from 2021 to 2026. His earlier work includes positions at Mike's TV, Appliances, and Power Equipment and the University of Rochester. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, managing assets through diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Aaron Piquet is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Equitable Advisors, LLC, Lifeplan CCO, and Toomey Residential and Community Services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using both fundamental and technical analysis.

Quentin Pinner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Purshe Kaplan Sterling Investments and Ally Invest Advisors among other firms. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients and offers both discretionary and non-discretionary portfolio management through various advisor-managed and third-party models.

William Kamery is a financial advisor at Dakota Wealth, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Dakota Wealth in 2021, he worked for seven years at KeyBank National Association. Dakota Wealth, LLC serves a wide range of clients including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm’s investment approach is long-term and customized, utilizing fundamental, technical, and quantitative analysis to build diversified portfolios and actively manages pooled vehicles and private funds, including serving as sub-advisor to a registered ETF.

Michael Van Slyke is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 63 designation. His prior experience includes roles at Bankers Life and its subsidiaries, as well as NPA Financial, LLC. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages approximately $7.6 billion in client assets through a network of about 174 advisors, offering customized portfolios that combine passive, active, tactical, and blended strategies.

Leo Vassallo is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial. He also owns a private label financial business, L R Vassallo & Associates, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs to implement strategies.

Shane Rohe is a ChFC® with Perigon Wealth Management, LLC in Syracuse, NY. He joined Perigon in 2024 after three years at Blue Water Capital Management and four years at Cornell University. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with client goals and risk tolerance, and it is notable for its service to banking clients and oversight of wrap and sub-advisor programs.

John Serafin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of experience with Mutual/United of Omaha and also operates a sports memorabilia business in Liverpool, NY. His prior experience includes various roles in insurance sales across multiple companies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and combines investment advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.

John King is a financial advisor at Dakota Wealth, LLC in Syracuse, NY, with five years of industry experience. He holds Series 63 and Series 65 registrations and previously worked for 12 years at Key Private Bank. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment process combining fundamental, technical, and quantitative analysis to build diversified portfolios and is notable for its direct involvement in pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.