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Michael D

Series 66, Series 65

Wolcott, NY

Leigh Baldwin & CO., LLC

Michael Douglass is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 65 and Series 66 credentials and over 25 years of industry experience. His prior roles include positions at FSP Advisors, Inc., Davie Kaplan, CPA, P.C., and 1st GLOBAL ADVISORS, Inc. In addition to his advisory work, he is the owner of a CPA firm. 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 and foundations. The firm employs a blended investment approach using fundamental and technical analysis, managing accounts primarily on a discretionary basis with options for third-party managers and model portfolios.

Options & derivatives strategies Tax-loss harvesting
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Brandon B

Series 65, Series 63

Sodus, NY

Belpointe Asset Management LLC

Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera and Bright Futures Wealth Management. Outside his advisory roles, he has been involved with Premo Design Inc. and briefly worked at Sodus Bay Heights Golf Course. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of advisory and co-advisory relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Aaron H

Series 65

Oswego, NY

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christian S

Series 66

Oswego, NY

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Ryan B

Series 66

Wolcott, NY

LPL Financial

Ryan Brophy is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His work history includes roles at LPL Financial, The Lyons National Bank, Citizens Bank, Oldham-Gryska Agency, Northwestern Mutual, and Alfred State College. Brophy is also involved with The Lyons National Bank in a financial institution capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and various management options.

College savings (529s, UTMA, etc.)
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