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.

Jason Tabor is a CFP® with 22 years of industry experience, currently with Principal Financial Services. His prior roles include positions at Allied Financial Partners, Securities America, and Principal Life Insurance. He serves as the incoming board chair of the Otsego County Chamber of Commerce. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Powers is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., and Equitable Advisors, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tyler Jones is a financial advisor with Principal Financial Services holding a Series 66 credential. He has recently begun his career in the industry, joining Principal Securities Inc. and Principal Life Insurance Co. in 2025. Prior to this, his work experience includes roles in various sectors such as education, food service, and delivery services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

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.

Scott Curtis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Cambridge in 2025, he spent 12 years with Ibn Financial Services Inc. He is also the owner of Cooperstown Financial Services, LLC, a retail sales and distribution business. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions, including proprietary and third-party strategies, with both discretionary and non-discretionary implementation across multiple custody platforms.