Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, 65, and 66 licenses and has six years of industry experience. Prior to joining her current firm, she worked at UBS Financial Services for one year. Outside of her advisory role, she provides human resources consulting through BOUSQUET HOLSTEIN PLLC. Edward S. Green & Associates operates primarily as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate client education, retirement, and estate planning with various professionals rather than managing client investments directly. The firm does not take custody of assets or exercise discretionary authority and focuses on referrals to a single sub-adviser while serving as the primary client contact.

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

Lucas Smith is the principal advisor at LTS Wealth Management in Syracuse, NY. He holds the Series 65 designation and has one year of experience in the financial advisory industry. Outside of his advisory role, he has operated a basketball officiating business since 2007 and serves as the grievance chair for the Baldwinsville Teachers Association. He has also maintained longstanding roles in public education, including with the Baldwinsville Central School District. LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses. The firm employs a combination of quantitative and qualitative investment methods within a strategic asset-allocation framework, incorporating tax-aware practices and limited options strategies when appropriate.

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Adirondack Capital Advisors since 2018, following roles at Lifemark Securities Corp. and Americu Capital Management. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes individualized investment policies and a long-term strategy using a combination of actively managed and index funds, ETFs, and individual securities, managing approximately $422 million in discretionary assets across about 460 client accounts.

James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Americu Capital Management, LLC and Americu Credit Union. He may earn commissions from insurance companies for sales of certain insurance products. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes long-term investment strategies and asset diversification, managing portfolios with a combination of actively managed and index funds, ETFs, and individual securities.

Douglas Burns Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

Richard Urciuoli is a financial advisor with Summit Planning Group, Inc., holding a Series 63 designation and over 42 years of industry experience. He has worked at Summit Planning Group since 1986 and at LPL Financial from 1989 to 2020. Outside of advising, he is involved in investment-related activities through his registered investment advisor firm and operates a real estate rental business. Summit Planning Group provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients with at least $250,000 in investable assets. The firm uses a combination of charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions, implementing portfolios with equities, mutual funds, ETFs, and fixed income instruments on a discretionary basis.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Securities, LPL Financial, and C & A Accounting Associates. In addition to his advisory role, he is a licensed insurance agent and provides tax preparation and bookkeeping services as an accountant. Goldstrike Capital offers discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm develops tailored investment policy statements and employs modern portfolio theory across a range of asset classes, working under discretionary authority.

Jodi Bobbett is a financial advisor at Genesis Wealth Planners, LLC with 10 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Prudential Insurance Company of America and related entities for over a decade. Genesis Wealth Planners is a newly registered SEC investment adviser that provides personalized financial planning and investment management services to a diverse client base, including individuals, family offices, trusts, estates, and small business owners. The firm follows a foundational planning process to establish client objectives and constructs portfolios using a range of investment vehicles based on fundamental analysis and third-party research.

Henry Wildhack II is a financial advisor at Armory Capital Management, LLC with 14 years at the firm and 5 years of industry experience. He is based in Syracuse, NY. Armory Capital Management provides fee-only investment management, financial planning, retirement planning, and wealth management to a diverse client base that includes individual investors, trusts and estates, charitable organizations, foundations, and institutional clients. The firm emphasizes asset allocation and rigorous security screening, offering both discretionary portfolio management and consulting services such as written financial plans and hourly planning.

Brian Jennings is a Series 65-licensed advisor at OMC Financial Services Ltd with three years of industry experience. He has previously worked at Greg Jennings LLC and was employed by the St. Louis Cardinals organization from 2016 to 2018. OMC Financial Services Ltd provides individualized investment management and financial planning services primarily on a discretionary basis to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental analysis with technical tools, manages approximately $328 million in discretionary assets, and operates with a three-advisor support team.

Geoffrey Wells is a CFP® with five years of industry experience, currently serving as an advisor at BPC Advisors LLC since 2018. Prior to this, he worked at Rockbridge Investment Management, LLC from 2012 to 2017. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and institutions. The firm uses a quantitative, asset-class focused approach to construct broadly diversified portfolios primarily composed of ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets.

James Sinopoli is a PFS™ credentialed advisor with three years of industry experience. He works at Sinopoli & Sinopoli Financial Services, LLC and previously held positions at PricewaterhouseCoopers LLP and in full-time education. Outside of financial advising, he serves as an accountant at Sinopoli & Sinopoli CPAs, P.C., a tax and accounting firm. Sinopoli & Sinopoli Financial Services, LLC serves individuals, trusts, charitable organizations, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based approach focused on broadly diversified, passive asset-class exposure and utilizes model portfolios with discretionary management delegated to Focus Partners Advisor Solutions.

Gregory Jennings is a financial advisor at OMC Financial Services Ltd with five years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Omc Financial Services Ltd since 2012. Jennings previously operated Greg Jennings, LLC from 2018 to 2026. OMC Financial Services, Ltd. provides individualized investment management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental and technical analysis in its investment approach and manages approximately $328 million in discretionary assets with a three-advisor team.

Mark Mahshie is a financial advisor at MPM Advisors Group LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for nearly four decades and IBN Financial before joining MPM Advisors Group. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment management using index mutual funds and ETFs, focusing on asset allocation and periodic rebalancing, and offers client-specific investment policies and educational seminars.

John Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior experience includes roles at IBN Financial Services, Inc., Lifemark Securities Corp., and independent insurance agency work. Outside of advising, he is an owner and partner in a tax preparation business, MPM Tax Pros. MPM Advisors Group LLC offers discretionary investment management and comprehensive financial planning services to individuals, retirement plans, and corporate clients. The firm focuses on passive investment strategies using index funds and ETFs, emphasizes asset allocation and rebalancing, and provides educational seminars and client communications.

Rex Mahoney is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Coastal Capital Management LLC for seven years before joining Adirondack Capital Advisors. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes long-term investment strategies through individualized policies, using a mix of actively managed and index funds, ETFs, and individual securities, while overseeing approximately $422 million in discretionary assets across 460 client accounts.

Patrick Dooley is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes roles at Coastal Capital Management, Americu Capital Management, and Ultimate Goal, LLC. Adirondack Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and other institutional clients. The firm emphasizes long-term investment strategies with a blend of actively managed and index funds, serving a select client base with a small advisory team.

Matthew Abbott is a financial advisor at Armory Capital Management, LLC, with five years of industry experience. He has held roles with the Premier Lacrosse League since 2021 and previously with Major League Lacrosse from 2009 to 2020. Armory Capital Management provides fee-only investment management, financial planning, retirement planning, and wealth management to a broad client base, including individual investors, trusts, estates, charitable organizations, foundations, and institutional clients. The firm’s investment approach emphasizes asset allocation and rigorous screening of securities, mutual funds, and ETFs, typically favoring longer-term holdings with periodic portfolio reviews.