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® professional with four years of industry experience, currently serving at Rockbridge Investment Management, LLC since 2019. Prior to joining Rockbridge, he worked at SUNY Geneseo University for four years. Rockbridge Investment Management provides discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and tax preparation services to individuals, nonprofit organizations, business entities, and pension/profit-sharing plans. The firm emphasizes passively managed index funds and ETFs, diversified asset allocation, and regular rebalancing, while offering additional services such as pension consulting and participant education for employer-sponsored retirement plans.

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.

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 18 years at Rockbridge Investment Management, LLC in Syracuse, NY. He has four years of industry experience. Rockbridge Investment Management serves individuals, nonprofits, business entities, and pension/profit-sharing plans with 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 provides pension consulting and participant education for employer-sponsored plans.

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, 65, and 66 credentials and has 27 years of industry experience. He has been associated with American Portfolios Financial Services, Inc. since 2009. Outside of his advisory work, Dobbertin serves as a scout for the Portland Trailblazers NBA team. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities, with approximately $87.65 million in assets under management. The firm uses a range of analytical methods and portfolio strategies to tailor asset management and financial planning services to client objectives and risk tolerances.

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.

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., 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.

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 at Pinnacle Investments, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. He was retired from 2018 to 2025 before joining Pinnacle Investments. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion through approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, discretionary and non-discretionary portfolio management, wrap-fee programs, third-party manager selection, and advisory consultations.