Owen Kennedy is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining BFC Planning in 2022, he has worked with Securities Management and Research, Inc. and American National Insurance since 2004. Outside of his advisory role, Kennedy owns a livestock farm and serves as a parish council member at St. Mary’s Church in Cooperstown, NY. BFC Planning, Inc. serves a diverse range of clients, including individuals, corporations, banks, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Neal Miller is a financial advisor at Geneos Wealth Management, Inc. with 50 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Wealth Advisors, LLC and NEXT Financial Group. Outside of his advisory role, Miller serves as an elder at the First Presbyterian Church and is a trustee of Hartwick College. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, utilizing a combination of fundamental and technical strategies tailored to client needs.

Jody Angellotti is a financial advisor with \u0026PARTNERS in Oneonta, NY, holding a Series 66 designation and 16 years of industry experience. Prior to joining \u0026PARTNERS in 2026, Jody worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Jody serves on the finance committee of Otsego Christian Academy, where they review school financials. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides investment management and advisory services using a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and maintains both discretionary and non-discretionary account management options.

Corbin Curley is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Curley serves on the investment committee of the Cullman Child Development Center and is a board member of the Sidney Central School District. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies with ongoing monitoring and regular reviews.

Edward Curley is a CFP® with 35 years of industry experience. He is currently with &Partners, where he has worked since 2026. Prior to that, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. He also serves as a successor trustee in Oneonta, NY. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of proprietary and third-party strategies, with services provided on both discretionary and non-discretionary bases.

David Chiusano is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 35 years of industry experience and has been with Equity Services and National Life Group since 2014. Outside of his advisory role, he serves as Vice President of Investor Relations for the Kensington Condo Association. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Sarah Manchester is a Series 66–licensed financial advisor with Edward Jones in Oneonta, NY, where she has worked since 2009. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Brent Patry is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation and Community BANK. 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, and third-party asset management, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Matthew Campbell is a financial advisor with LPL Enterprise holding a Series 63 designation and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers and products, along with affiliated trust and insurance services.

Lara Leonard is a financial advisor with Morgan Stanley in Oneonta, NY, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent time with Hill Country Eye Center and Kerbey Lane Cafe. Leonard serves as president of the Kappa Phi chapter of the Beta Sigma Phi sorority in Kansas City, Missouri. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and approved planning tools to deliver its services.

Robert Vanhorn is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a trustee for two investment-related trusts established for the benefit of his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Christopher Langford is a financial advisor with LPL Enterprise LLC, holding Series 63, 65, and 66 credentials and six years of industry experience. His career includes roles at Mutual of Omaha and self-employment ventures, as well as involvement in small business operations such as Wayside Cider and Brushland Eating House. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Lori Cudney is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2024, with prior experience at Citigroup Global Markets dating back to 1998. Outside of finance, she is involved with Sunrise Specialty Catering as an event supervisor and participates in the Oneonta Dollars for Scholars program. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Kevin Corkery is a financial advisor with LPL Financial in Oneonta, NY, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at both NBT Bank and LPL since 2015. Outside of his advisory role, he is a freelance musician and a private drum teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Jason Doi is a financial advisor with Mass Mutual Investors Services in Oneonta, NY, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and Axa Advisors, LLC. Outside of his advisory role, he is also involved in individual life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations as part of ongoing financial planning relationships.

Kyle Velte is a financial advisor with Edward Jones in Oneonta, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for seven years at the New York State Office of People with Developmental Disabilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Christopher Rollo is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His previous roles include positions at Allied Financial Partners and Mostert, Manzanero & Scott, LLP. Outside of his advisory work, he serves as a board member and finance committee member of the Catskill Symphony Orchestra, a nonprofit arts organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research.

Christopher Hage is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee and holds power of attorney for his father's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Brown is a Series 66 licensed financial advisor at Edward Jones with six years of experience in the industry. He has been with Edward Jones since 2020 and previously worked at Hartwick College for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 advisors and 15,000 branch offices.