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.

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. 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.

Stephanie Day is a financial advisor at Pinnacle Investments, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following prior roles at VALIC Financial Advisors, INC. from 2014 to 2019. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning and portfolio management services using a range of investment methods and third-party managers, with accounts custodied at Charles Schwab or First Clearing.

Joshua Kimber is a CFP® certified financial advisor with 10 years of industry experience. He is currently with Pinnacle Investments, LLC, where he has worked since 2021. His prior experience includes roles at Cambridge Investment Research and Cetera. Outside of his advisory work, Kimber owns Kimber Tax Services LLC, a tax return preparation business, and serves on the finance committee of CNY Arts. Pinnacle Investments, LLC provides investment advisory and brokerage services to a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis and offers a range of investment strategies and financial planning services.

Christopher Moak is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors since 2018, with prior experience at LPL Financial and Independent Financial Partners. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice, offering access to a variety of programmatic solutions and educational resources.

Thomas Bird is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and 34 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Bird also works as a self-employed tax preparer during tax season. Capital Analysts serves both retail and institutional clients, offering portfolio management, advisor-managed model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Joseph Saya is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at The Sedgwick Group since 2010. Outside of his advisory role, he serves as chairman of the City of Syracuse Board of Assessment Review, overseeing property assessment hearings. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, and institutional clients, offering financial planning and portfolio management through a range of investment strategies and third-party managers.

James Eicholzer is a CFP® professional with over 21 years of experience in the financial industry. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Eicholzer also owns Eicholzer Tax Service, where he prepares personal income tax returns. He is an advisor at Capital Analysts, a firm that serves retail and institutional clients including high-net-worth investors, trusts, and charitable organizations. Capital Analysts offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice, delivered through a nationwide network of independent representatives and an in-house investment management team.

Nicholas Beiter is a financial advisor with Capital Analysts, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Capital Analysts since 2022, Lincoln Investment since 2017, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in media ventures related to the bourbon industry, including co-creating and contributing to Breaking Bourbon, LLC, and founding Angel's Share Media, LLC, which focuses on press releases for bourbon and American whiskey brands. Capital Analysts serves a diverse client base of retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors. The firm combines discretionary management by an internal Investment Management & Research team with advisor-led approaches, utilizing a proprietary mutual fund screening process for portfolio construction and tax-aware options.

Carol Darby is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, with 23 years of industry experience. She has been with Pinnacle Investments since 2009 and holds Series 63 and Series 65 licenses. 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 institutional clients. The firm offers a range of services such as financial planning and portfolio management, utilizing both fundamental and technical analysis across various asset classes.

John Buss is a financial advisor at Pinnacle Investments, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Pruco Securities, LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Pinnacle Investments, LLC offers investment advisory and brokerage services to a range of clients including individuals, pension plans, trusts, and corporations. The firm employs both fundamental and technical analysis and provides services such as financial planning, discretionary and non-discretionary portfolio management, and access to third-party managers.