Daniel West is a financial advisor at West Financial Planning in Cherry Valley, NY, holding CFP® and Series 65 credentials with five years of industry experience. His prior work includes roles at H&R Block and the United States Postal Service. West Financial Planning primarily serves families and individual clients through comprehensive financial planning and investment management centered on a written plan. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing strategic asset allocation with passively managed ETFs, diversification, and quarterly reviews, operating on a non-discretionary basis.

Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internal investment management teams.

Elliott Friedman is a financial advisor with Lincoln Investment, holding 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1989 and has served as a substitute teacher with the Rome City School District since 1983. He also serves as treasurer for Adas Israel Cemetery. Lincoln Investment Planning, LLC is a large investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and dynamic investment strategies.

Barbara Becker is a financial advisor with Lincoln Investment Planning, Inc. She holds a Series 63 designation and has 20 years of industry experience, including 18 years with Lincoln Investment. Becker is based in Cobleskill, NY. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs various strategies to meet client objectives.

Erik Damers is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 20 years of industry experience, including ten years with Lincoln Financial Advisors Corporation prior to joining Cambridge in 2024. Outside of his advisory role, he works as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Peter Pochily is a financial advisor with LPL Financial based in Cherry Valley, NY. He holds a Series 66 designation and has 13 years of industry experience, including prior roles at Wells Fargo Clearing and NBT Bank. Outside of advisory services, he is involved with NBT-Mang Insurance Agency, providing non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Mcallister is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Leo T. McAllister, Inc. He also serves as a coach in sports and fitness at Cobleskill Richmondville Central School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.