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.

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Philip Valeriano is a financial advisor at National Wealth Management Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Valeriano is a 50% owner and collaborator of My Delivery Door in Manilus, NY, where he contributes to operational aspects outside of trading hours. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals and retirement plans. The firm employs a long-term, objective-based investment approach tailored to clients, offering a range of portfolio management and consulting services through multiple platforms and custodians.

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. in Phoenix, NY, holding a Series 66 designation with four years of industry experience. His work history includes roles at Grove Point Investments and Cadaret, Grant & Co., Inc. Chase’s career includes periods outside the industry between 2012 and 2022. Beacon Wealth Consultants serves a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and plan sponsors. The firm provides comprehensive wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, guided by an internal investment committee and a structured client discovery process.

Stanley Warner is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role, he held positions at Cetera Wealth Services, LLC and Avantax Insurance Agency, LLC, among others. In addition to advising, he is a licensed CPA and serves on the board of directors for MMI Prep School. Avantax Planning Partners provides portfolio management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and businesses. The firm utilizes firm-designed style allocation models and offers tax-intelligent strategies with a network largely composed of CPA firms and registered advisor representatives.

Nicholas Barnes is a CFP® professional with 13 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His prior experience includes roles at Cetera Wealth Services, D'Arcangelo & Co. LLP, and Prudential Securities. Barnes also serves as a city councilor in Fulton, NY, where he participates in local governance and community resource allocation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing assets with tax-intelligent strategies and discretionary portfolio management.

David Palmiter is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Citizens Securities, Inc. for 17 years. Outside of advising, he is the owner of a single-family rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating as part of the KeyCorp group with affiliated banking and capital markets entities.

John Winchek is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Craig Fitzpatrick is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 17 years of industry experience. Fitzpatrick previously worked at Cadaret Grant & Co., Inc. and Pathfinder Investment Services. He serves on the board of directors and operations committee for the Child Advocacy Center of Oswego County. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Steven Gottlieb is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Gottlieb provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Daniel Michel is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he spent significant time at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Michel serves as president and treasurer of Michel Tax & Accounting Service, Inc., a firm specializing in tax preparation, payroll, bookkeeping, and accounting. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning services and investment management solutions, employing both strategic and dynamic approaches across discretionary and non-discretionary programs.

Aaron Hausman is a Series 65 credentialed advisor affiliated with Commonwealth Financial Network. He has one year of experience in financial advisory roles, currently serving at both Stout Asset Management, LLC and Commonwealth Financial Network since 2026. His prior work includes positions at Prime Therapeutics, Ragnar Events, Magellan Health, Apex Semiconductors, Raytheon, and The Running Shop AZ. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment options.

Amber Amidon is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has 14 years of industry experience, including positions at Park Avenue Securities, Principal Financial Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she serves as a power of attorney for a family member. Amber works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party investment strategies.

Christian Stout is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has worked at Commonwealth Financial Network since 2015 and is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operations, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, including PPS Custom and Personalized Indexing options.

Raymond Luce III is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 31 years of industry experience. His prior work includes roles at LPL Financial, Reliance Capital Management, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved as a sports and fitness coach in Central Square, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design and compliance, and employee education, supported by due diligence processes and a range of management platforms.

Andrew Baker is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory work, he operates a sole proprietorship buying and selling used boats, RVs, autos, and snowmobiles at auction. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, managing approximately $12.9 billion in regulatory assets through a variety of platforms and investment strategies.

Carolyn Barnaba is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her career includes roles at KeyBank and Empower Federal Credit Union, with over two decades associated with KeyBank entities. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment strategy selection combined with professional monitoring and oversight, operating within the KeyCorp group and collaborating with affiliated entities for custody, clearing, and additional financial services.

Evan Ryan is a financial advisor with Key Investment Services LLC in Cicero, NY. He holds Series 63 and Series 66 registrations and has four years of industry experience. Prior to his current role, he worked at KeyBank and was involved with the Potsdam Town & Country Club and Clarkson University/MWCS. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party managers and providing supervisory oversight across its programs.

Chad Wilkinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and P & A Group. Outside of his advisory work, he is co-owner of several farming-related entities involved in crop sales and farm equipment ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset management, and custody services.