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.

Renee Reksc is a financial advisor at Advisory Solutions Group with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Cadaret, Grant & Co., Inc. for over 27 years. Outside of her advisory role, she prepares tax returns through her sole proprietorship and serves on the water management committee for the Laurel Lake Association. Advisory Solutions Group serves retail clients and other registered investment advisory firms by offering financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach that includes quantitative, momentum, and fundamental analysis, and supports both discretionary and non-discretionary strategies.

Michael Reksc is a financial advisor with Advisory Solutions Group, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Advisory Solutions Group, he worked at Purshe Kaplan Sterling Investments and Cadaret, Grant & Co., Inc. Reksc also serves as a sheriff’s deputy with the Binghamton/Broome County Police. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm utilizes diversified portfolios based on quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with regular reviews.

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.

Matthew Conlon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Mass Mutual Investors Services since 2016 and concurrently involved with MassMutual Life Insurance Company since 2015 as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using tools such as Monte Carlo simulations and automated asset allocation to develop written recommendations.

Melissa Titus is a financial advisor with LPL Financial in Binghamton, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at The Glen Wood Financial Group, Inc. and Visions Federal Credit Union. Outside of advisory work, she owns and operates a business called Pomifera. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies across a broad platform complemented by extensive non-advisory financial services.

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.