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.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

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.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Baldwin is also licensed in insurance for fixed non-variable annuity business. 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 employs a blend of fundamental and technical analysis, offering long- and short-term positions, options strategies, and systematic ETF/mutual fund allocations, typically managing accounts on a discretionary basis with access to third-party advisory programs and custodial platform services.

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.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

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.

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.