Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 27 years of industry experience. She has held her current position at the firm since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates time weekly to fixed annuities, life insurance, and long-term care activities without ownership involvement. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm’s investment approach combines fundamental and technical analysis with a variety of strategies and integrates third-party advisory programs and custodial platforms into its services.

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.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

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 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, 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.

Peter Bunitsky Jr. is an advisor with J.W. Burns & Company, Inc., where he has been working since 1990. He holds five years of industry experience. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, emphasizing fundamental analysis and long-term investments with regular portfolio reviews tailored to clients’ objectives and risk tolerance.

Michael Figler is a financial advisor at Pinnacle Investments, LLC with 46 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc., as well as a period of retirement from 2018 to 2025. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers tailored financial planning and portfolio management services using fundamental and technical analysis, and operates with multiple custodial platforms and access to third-party managers.

Robert Beck is a Certified Financial Planner® with 34 years of industry experience. He has worked at Pinnacle Investments, LLC since 2017, with prior roles at Morgan Stanley and UBS Financial Services. Outside of his advisory work, he owns and manages a rental property in Philadelphia. Pinnacle Investments, LLC is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages over $1.2 billion and offers a range of services including financial planning, portfolio management, third-party manager selection, and advisory consultations.

Daniel Posniak is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Pinnacle Investments since 2009. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis with a range of permitted investment strategies.

Daniel Mody is a CFP® with 32 years of industry experience and has been with Pinnacle Investments, LLC since 2001. He holds Series 63 and Series 65 licenses and serves as CEO of Confidential Planning while also sitting on the board of Pinnacle Holding Company, LLC. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, discretionary and non-discretionary portfolio management, and offers access to third-party managers and affiliated sub-advisers.

Stephanie Day is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following four years at Valic Financial Advisors. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering a range of services including financial planning, portfolio management, and advisory consultations with tailored investment strategies.

Joshua Kimber is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2021. He previously worked at Cambridge Investment Research and Cetera, among other firms. Outside of his advisory role, Kimber owns Kimbers Tax Services LLC and serves as a finance committee member for CNY Arts, reviewing the organization’s financial statements and grants. Pinnacle Investments, LLC is a multi-team advisory firm with approximately 57 advisors managing over $1.2 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning and portfolio management through a combination of fundamental and technical investment strategies.

Joseph Saya is a financial advisor at Pinnacle Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at The Sedgwick Group since 2010. Outside of his advisory work, he serves as chairman of the City of Syracuse Board of Assessment Review, overseeing annual property assessment hearings. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and third-party manager selection, employing both fundamental and technical analysis in its investment approach.