Mark Peck is the sole advisor at Interstellar Wealth LLC, an independent registered investment adviser. He holds a Series 65 credential and has worked in the financial industry since 2012, including roles at Opus Bank, Rocket Dollar Inc., Forge Global Inc., and Directed Trust Co. Interstellar Wealth provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm uses a combination of passive and active fund selections guided by modern portfolio theory and offers discretionary and non-discretionary management, with the ability to incorporate socially responsible investing and alternative assets.

Jeffrey Lamarca is a CFA® charterholder and registered investment advisor with 11 years at Marcellus Capital Management, LLC. He has four years of industry experience and holds Series 63 and 65 licenses. Based in Skaneateles, NY, he leads his independent firm as its sole advisor. Marcellus Capital Management offers financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes fundamental analysis and due diligence to construct portfolios tailored to client goals and risk tolerance, using a mix of equities, corporate bonds, ETFs, and mutual funds.

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.

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Lifemark Securities Corp. and Americu Capital Management, LLC prior to joining Adirondack Capital Advisors. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation focused investment strategy that combines actively managed and index-based funds, offering individualized investment policies and ongoing monitoring.

James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Americu Capital Management, LLC and Americu Credit Union. He may earn commissions from insurance companies for sales of certain non-variable life, health, annuity, and disability income insurance products. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation centered approach using both actively managed and index-based funds and individual securities, focusing on developing individualized investment policies and ongoing monitoring.

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

William Bonk is a financial advisor with IBN Advisory Services, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining IBN Advisory Services, he worked at Trust Advisory Group Ltd and AGES Financial Services, Ltd. Outside of his advisory role, he owns and operates Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Advisory Services, Inc. provides asset management and financial planning for individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing internal teams and third-party managers to develop client-specific investment strategies based on individualized investment policy statements.

Jack Irwin is a financial advisor with Newman Ladd Capital Advisors, LLC and holds a Series 66 designation. He has two years of industry experience and has worked in various roles including tax preparation and administrative capacities at Moen & Thurston. Irwin serves on the boards of the Notre Dame Club of Central New York/Syracuse and Paige's Childhood Cancer Fund, where he acts as treasurer. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs fundamental and cyclical methods in portfolio construction and maintains ongoing monitoring with regular client reporting.

Mark Mahshie is a financial advisor at MPM Advisors Group LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for nearly four decades and IBN Financial before joining MPM Advisors Group. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment management using index mutual funds and ETFs, focusing on asset allocation and periodic rebalancing, and offers client-specific investment policies and educational seminars.

John Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. for 14 years and has been an independent insurance agent and associated with Lifemark Securities Corp. since 2010. Outside of advisory services, he is an owner and partner of MPM Tax Pros, a tax preparation business. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment strategies using index mutual funds and ETFs, offers educational seminars, and maintains regular client communications.

Rex Mahoney is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Coastal Capital Management LLC for seven years before joining Adirondack Capital Advisors. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, retirement plan consulting, and advisory consulting. The firm employs a long-term, asset-allocation focused investment approach using fundamental analysis and a mix of actively managed and index-based funds, ETFs, and individual securities.

Patrick Dooley is a financial advisor at Adirondack Capital Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His work history includes positions at Adirondack Capital Advisors, Coastal Capital Management, Americu Capital Management, and Ultimate Goal, LLC. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, retirement plan consulting, and advisory services. The firm employs a long-term, asset-allocation focused approach using both actively managed and index-based investments, operating as a fee-only adviser without product sales or commission-based compensation.

F Libardoni Jr. is a financial advisor with IBN Advisory Services, Inc., holding Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Cetera Advisors LLC for two years and operates Libardoni Financial, where he has provided income tax preparation and planning services since 1998. Additionally, he is a licensed agent in fixed insurance products including life, disability, and annuities. IBN Advisory Services, Inc. provides asset management and financial planning for individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of internal investment teams and third-party managers to implement strategies tailored to clients’ investment policy statements.

Michelle Shope is a financial advisor at Shope Advisors Group with one year of industry experience. She holds a Series 65 designation and previously spent 15 years as a homemaker before beginning her career in financial planning. Shope Advisors Group is an SEC-registered advisory firm that provides personalized financial planning, investment supervisory services, and consultation to individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million for about 83 clients and employs a diversified, medium- to long-term strategic asset allocation approach using actively managed mutual funds and ETFs.

Andrew Moen is a financial advisor at Newman Ladd Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm, where he works up to 80 hours per month. Newman Ladd Capital Advisors offers investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical methods for securities evaluation, conducts ongoing account monitoring, and provides regular performance reporting.

Ryan Pine is a financial advisor with Genesee Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Genesee Capital Advisors since 2013 and was previously employed at Purshe Kaplan Sterling Investments. Outside of his advisory role, he is an insurance agent and a member of a real estate review partnership. Genesee Capital Advisors serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes model portfolios primarily composed of mutual funds and ETFs, combining fundamental and technical analysis in a long-term investment approach while accommodating shorter-term trades for rebalancing, tax management, or cash needs.

James Shope III is a CFP® professional with 27 years of industry experience, currently serving at Shope Advisors Group in Camillus, NY. He has worked at Leigh Baldwin & Co., LLC since 2005. His other business activities include providing fixed insurance services on an as-needed basis. Shope Advisors Group offers personalized financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic, core-and-satellite asset allocation approach with actively managed mutual funds and ETFs, managing client accounts on a non-discretionary basis.

Christopher Avery is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding a Series 66 designation and 20 years of industry experience. He has been with IBN Financial Services since 2008 and has prior experience at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is involved in construction through CM Property Group and works as a Medicare sales agent. IBN Financial Services is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs multiple methods of analysis and utilizes a range of investment vehicles to manage assets for approximately 497 client relationships.

Richard Carlesco Jr. is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with IBN Financial Services since 2002 and previously worked at Cambridge Investment Research, Inc. Carlesco serves as a board member and volunteer at Victory for Vets, Inc. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets across about 497 client relationships, employing a variety of analytical methods and portfolio strategies that include proprietary approaches and external managers.

Harjit Arora is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with IBN Financial Services since 2001. IBN Financial Services, Inc. is a registered investment adviser with a team of 14 advisors serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to implement portfolio strategies through proprietary approaches and third-party managers.