Nicholas Stancato is a CFP® professional with five years of industry experience. He has worked at Rockbridge Investment Management, LLC for eight years and at Creative Planning, LLC for one year. Prior to his advisory career, he was employed at General Electric for eleven years. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm manages roughly $1.84 billion across about 1,500 client relationships, focusing on diversified, low-cost portfolios primarily composed of index mutual funds and ETFs, with asset allocations tailored to clients' objectives and risk profiles.

Robert Ryan is a financial advisor at Rockbridge Investment Management, LLC with 4 years of industry experience. He previously worked at Disciplined Capital Management from 2015 to 2021. 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 without account minimums.

Jesse Cramer is a financial advisor at Rialto Wealth Management in Syracuse, NY, with four years of industry experience. He holds a Series 65 credential and has previously worked at CapFinancial Partners, Cobblestone Capital Advisors, and The Best Interest, LLC. Outside of his advisory role, he serves as Secretary on the Board of Directors and Finance Committee at Lollypop Farm, the Humane Society of Greater Rochester. 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 focused on broadly diversified, low-cost mutual funds and ETFs, managing client portfolios on a discretionary basis tailored to specific objectives.

F Libardoni Jr. is a financial advisor at IBN Advisory Services, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC. In addition to advisory work, he has been involved in fixed insurance products since 1978 and provides income tax preparation and filing services through Libardoni Financial since 1998. IBN Advisory Services, Inc. offers asset management and financial planning to a range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a combination of internal investment teams and third-party managers, developing client portfolios based on individualized investment policy statements.

Thaddeus Malley is a CFP® with five years of industry experience, currently serving at J.W. Burns & Company, Inc., where he has been part of the team since 2006. The firm, based in Dewitt, NY, has six advisors and a history dating back to 1974. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages about $1.02 billion, focusing on fundamental analysis and long-term investment strategies, with an emphasis on ongoing portfolio monitoring and client-specific objectives.

Richard Reagan is a CFP® with nine years of industry experience, currently serving at Reagan Companies Asset Management, Inc., where he has worked since 2012. He holds a Series 63 designation and is based in Marcellus, NY. Reagan Companies Asset Management, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combined fundamental, technical, charting, and cyclical analysis investment approach and offers discretionary portfolio management along with educational seminars and workshops.

John Zimmerman is a financial advisor at J.W. Burns & Company, Inc. in Dewitt, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at BNP Paribas for 11 years before joining J.W. Burns & Company in 2026. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term investment strategies, managing over $1 billion across a range of securities and employing a distinctive wrap-fee and separately managed account model.

Richard Stevens is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY. He holds the ChFC® designation and has 41 years of industry experience. Since 2013, he has been with IBN Financial Services and also works as an independent contractor for the Advanced Planning Strategies Program, referring clients to professionals in legal, accounting, and other fields to coordinate comprehensive financial strategies. 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 employs a mix of fundamental, technical, and cyclical analysis to manage portfolios using Dynamic Portfolio Strategies and a range of investment vehicles tailored to client objectives and risk tolerances.

Jill Bassett is a financial advisor with Leigh Baldwin & Co., LLC and holds a Series 66 designation. She has 11 years of industry experience, including roles at both Leigh Baldwin & Co. and Prestige Investing LLC. In addition to advisory work, she is the sole owner of a business offering long-term care, disability, fixed annuities, life insurance, and Medicare plan services. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals—including high-net-worth clients—and various institutional clients. The firm employs a blend of fundamental and technical analysis with a range of investment strategies and utilizes multiple custodial platforms and third-party advisory programs.

Christopher Riggi is a CFP® with 11 years of industry experience, currently serving as an advisor at Reagan Companies Asset Management, Inc. since 2018. His prior roles include positions at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and retirement plans. The firm uses a documented investment process combining charting, fundamental, technical, and cyclical analysis and manages over $1.1 billion in assets.

Patrick Dalton is a CFA charterholder with over 22 years at Lipe & Dalton Investment Counsel and five years of industry experience. He works at a Syracuse, NY–based firm that specializes in discretionary portfolio management. Lipe & Dalton manages individual portfolios for a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental, quantitative, and qualitative analysis with both long- and short-term trading strategies, focusing on portfolio management through a small team of CFA charterholders.

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® certificant with five years of industry experience. He has worked at Rockbridge Investment Management, LLC for seven years and at Creative Planning, LLC for one year. Prior to his financial advising career, he spent four years at SUNY Geneseo University. Rockbridge Investment Management serves individual clients, nonprofit organizations, business entities, and pension or profit-sharing plans. The firm uses a diversified, low-cost investment approach centered on index mutual funds and ETFs, with portfolios tailored to clients’ objectives and risk profiles.

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.

Nathan Burns is a financial advisor at Burns Matteson Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Special Metals New Hartford, Precision Castparts Corp, Northwestern Mutual, and FedEx Ground. Burns also attended Clarkson University from 2016 to 2020. Burns Matteson Capital Management is a fee-only, SEC-registered advisory firm that serves individuals, high-net-worth families, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consultative services, employing a diverse investment approach that includes mutual funds, separately managed accounts, ETFs, and derivatives.

Thomas Pyle is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has held roles at multiple firms, including American National Insurance and The Guardian Life Insurance Co of America, and owns Pyle Agency, Inc., providing insurance products. Outside of finance, he is a minority member of Medallion Jerseys LLC, a dairy farm, and serves as treasurer of the Vermont Jersey Breeders Association. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities, managing approximately $87.65 million in assets with a team of 14 advisors. The firm employs multiple methods of analysis and primarily uses trade signals from Dynamic Portfolio Strategies to guide diversified portfolio management across various asset classes.

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.