Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Logan Crandall is a financial advisor at Pragmatic Advisors, LLC with a Series 65 credential and experience dating back to 2021. His prior roles include positions at Northwestern Mutual, C&A Accounting, and Clark CPA PC. He also worked at Le Moyne and Hhs before entering the advisory field. Pragmatic Advisors provides portfolio management and investment services to individuals, pension and profit-sharing plans, and business entities, focusing on fundamental analysis and modern portfolio theory. The firm operates primarily on a non-discretionary basis, implementing portfolio changes only with client approval and typically recommending mutual funds, hedge funds, and private equity funds.

Alicia Testani is a financial advisor at Leigh Baldwin & Co., LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Order.co and WB Mason. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm combines fundamental and technical analysis with various investment strategies and offers services through multiple custodial platforms and third-party advisory programs.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and also spent 15 years with Newman Ladd Capital Advisors, LLC. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis and may use options strategies, managing approximately $285 million in discretionary assets through a team of 18 advisors.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. 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 combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Baldwin is also licensed in insurance for fixed non-variable annuity business. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning 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, offering long- and short-term positions, options strategies, and systematic ETF/mutual fund allocations, typically managing accounts on a discretionary basis with access to third-party advisory programs and custodial platform services.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 26 years of industry experience. She has been with Leigh Baldwin since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates part of her time to activities related to fixed annuities, life insurance, and long-term care. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans, foundations, and municipalities. The firm employs a combination of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

Michael Van Slyke is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 63 designation and has previously worked at Bankers Life and related entities from 2014 to 2025 before joining Belpointe in 2026. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of investment strategies.

Thomas Bailey is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services, JMA Wireless, and the U.S. Department of Health & Human Services. Outside of advising, Bailey operates his own income tax preparation and financial services LLC and works as a licensed New York State armed guard and retired police officer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors managing over $1.3 billion in assets. The firm offers a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Jacob Morenus is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Gateway Wealth Partners in 2026, he worked at Equitable Advisors, LLC for four years and was involved with North Star Real Estate & Property Management and the Big Cats Lacrosse Club. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach, using low-cost mutual funds and ETFs combined with individual securities and independent managers, and offers both discretionary and non-discretionary portfolio management.

Jerry Gambell is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Voya Financial Advisors in 2025, he worked at PFS Investments Inc. and Primerica Financial Services, among other firms. Outside of his advisor role, he is an author who occasionally writes books. Voya Financial Advisors serves individual and institutional clients with a variety of services including financial planning, portfolio management, and plan-sponsor consulting. The firm offers multiple program structures such as Unified Managed Account wrap programs and third-party money manager programs, primarily delivering non-discretionary, recommendation-based advice.

Alec Hoke is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, and First Allied Advisory Services, Inc. He is also president and principal of Beacon Wealth Strategies, LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

David Beam is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Key Investment Services since 2020 and previously spent five years with TIAA-CREF. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection paired with ongoing monitoring and provides access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

Jacqueline Rudenis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at various Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services, emphasizing non-discretionary relationships supported by firm research and diverse portfolio management options.

Adrian Shute is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc. and operating his own firm, Adrian W. Shute & Associates, since 2008. He also serves as Town Justice in LaFayette, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors in Cazenovia, NY, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. and Western International Securities, Inc. Outside of his advisory role, he is also active as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and multiple custody platforms.

Tyler Krowiak is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was involved with Lesko Financial Services and had roles outside finance, including at Krooked Tusker Distillery and Dave Kaz Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial products, operating under a fiduciary standard.

Thomas Donahue is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previous experience with Lincoln Financial Securities Corporation. In addition to his advisory work, he serves on the boards of two nonprofit organizations, including the Central New York Ski Racing Foundation. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and a range of investment solutions.

Peter Tague is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, SSN Advisory, and First Allied Advisory Services. He serves as President of PTFS Capital Inc., a corporation established for managing business expenses and payroll. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

John Ryan is a Series 66-licensed advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC. He has also been involved with Marquardt Switches Inc. for over two decades. Additionally, John serves as a vendor for the Manufacturers Association of Central New York. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Kimberly Cawley is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she owns a horse ranch and serves on the board of directors for Chadwick Residence. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that integrate tax-efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Lamson is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has worked with Avantax Advisory Services, Avantax Investment Services, and currently operates Lamson Tax & Accounting Services, which he founded and has run for over 25 years. Outside of advisory work, he is involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering various portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Stephen Abbe is a financial advisor at Orchard Advisors with four years of industry experience. He holds a Series 65 credential and has been associated with SRC, Inc. since 1996. Orchard Advisors provides investment services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, using a multi-method investment approach tailored to each client’s objectives and risk tolerance.

David Connelly is a financial advisor at Orchard Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cardinal Capital Management LLC since 2011. He joined Orchard Advisors in 2021, one of three advisors at the firm. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and business entities. The firm combines discretionary portfolio management with hourly consulting and manages all client assets internally, employing multiple analysis methods and both long- and short-term strategies aligned with client objectives.

Andrew Nardella is a financial advisor at Orchard Advisors with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Orchard Advisors since 2016. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, employing a multi-method investment process and managing all client assets in-house.