Eric Birdsall is a financial advisor at Milestone Consultants, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at Cadaret, Grant & Co., Inc., Hornor, Townsend & Kent, LLC, and HSBC Securities (USA) Inc. In addition to his advisory role, Birdsall volunteers with the Rotary Club of Whitney Point and serves as a member of the Board of Trustees for the Village of Whitney Point. Milestone Consultants, Inc. is a small registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension or profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, with a notable focus on discretionary management for retirement plan participants and a strategic approach that combines fundamental, technical, and tactical allocation methods.

Erinn Flanagan is the sole advisor at Flanagan Financial Management in Norwich, NY, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has worked at Leigh Baldwin & Co., L.L.C. since 2000 and founded her current firm in 2013. Outside of advising, she has a majority ownership interest in a local building associated with bookkeeping and rental activities. Flanagan Financial Management provides discretionary portfolio management and tailored asset-allocation advice to individual clients and charitable organizations. The firm manages a concentrated asset base across a small number of accounts, offering customized strategies using multiple analytical methods and continuous portfolio monitoring.

Matthew Chaffee is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Leigh Baldwin & Co. since 2000. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm employs a blend of fundamental and technical analysis with a mix of investment strategies and utilizes multiple custodial relationships and model marketplaces in managing accounts.

Kevin Cooper is a financial advisor with Edward Jones in Greene, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Cooper serves as a board member of the Chenango River Theatre, where he participates in organizing events and reviewing operational matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branches, and provides services under a fiduciary standard.

Dylan Cooper is a financial advisor with Edward Jones in Greene, NY. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked at Broome-Tioga Boces, Weis Supermarket, and the Binghamton Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Peter Smith is a financial advisor with Ameriprise in Norwich, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves on the boards of several local foundations, including the Greater Norwich Foundation, the Cook Foundation, and the Roger Follett Foundation, where he is president. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Carey is a financial advisor with LPL Financial in Norwich, NY, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2010 and also operates Mang Advisors, which he founded in 2001. Outside of advising, Carey has been involved in insurance agency work and real estate investment activities. 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 a range of advisory and brokerage services, including financial planning and managed portfolio programs, supported by a large network of investment adviser representatives and technology tools.

Timothy Guinn Jr. is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Matthews Auto Group and NBT Bank. Outside of his advisory work, he serves as treasurer for both the VFW Auxiliary 2782 and Norwich Cyclones Youth Football. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to produce written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jordan Alger is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2010. Alger is also involved in marketing and servicing fixed life, disability, long-term care, health, and annuity products through a related insurance agency. 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 financial planning and investment management services, utilizing multiple portfolio strategies and technology tools to support advisors.

Evan Walker is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Securities and Mass Mutual Investors Services. Outside of advisory work, he is involved with NBT Insurance Agency, where he markets and sells fixed life, disability, long-term care, health, and annuity 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 services including financial planning, model portfolio programs, and access to third-party asset managers, supporting advice with operational and research tools while overseeing over $819 billion in discretionary assets.

Roger Clarkson is a CFP® with 30 years of experience in financial advising, currently with LPL Financial. He worked at LPL Financial from 2002 to 2019 and returned in 2022 after a three-year tenure at SagePoint Financial, Inc. His other business activities include serving as an agent for Red Oak Financial Management, LLC, where he sells fixed annuities, long-term care, disability, Medicare supplement, and whole life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services and supports its advisors with tools including machine learning to enhance operational and research capabilities.

Louis Guzzetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at M&T Bank, Guzzetta Financial Associates, and Cadaret, Grant & Co., Inc., with overlapping tenures at the latter two from 2009 to 2022. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.