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.

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.

Allison Rumschik is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Sycamore Financial Group since 2017 and previously worked at Foliofn Investments, Inc. for three years. Sycamore Financial Group serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and proprietary model portfolios to manage accounts with a long-term focus, primarily recommending individual stocks and bond index funds.

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.