Jessica Champion is an independent financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own firm, Champion Method LLC. Champion Method LLC provides wealth management and financial planning services to individuals and high-net-worth clients. The firm blends modern portfolio theory with fundamental, technical, and charting analysis, employs both passive and active investment vehicles, and integrates behavioral finance coaching and customizable socially responsible investing options.

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

Douglas Burns Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Manning & Napier Advisors and Benefits prior to joining Solid Point Wealth Advisors in 2022. Outside of advisory work, he is the co-founder and CEO of Elite NIL, a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit that connects Syracuse University athletes with other charities. Solid Point Wealth Advisors serves individuals, plan sponsors, nonprofits, and businesses with discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a varied investment approach including fundamental analysis and technical methods, and is notable for incorporating private and illiquid investments such as private placements and direct real estate exposure.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Securities, LPL Financial, and C & A Accounting Associates. In addition to his advisory role, he is a licensed insurance agent and provides tax preparation and bookkeeping services as an accountant. Goldstrike Capital offers discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm develops tailored investment policy statements and employs modern portfolio theory across a range of asset classes, working under discretionary authority.

Brian Jennings is a Series 65-licensed advisor at OMC Financial Services Ltd with three years of industry experience. He has previously worked at Greg Jennings LLC and was employed by the St. Louis Cardinals organization from 2016 to 2018. OMC Financial Services Ltd provides individualized investment management and financial planning services primarily on a discretionary basis to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental analysis with technical tools, manages approximately $328 million in discretionary assets, and operates with a three-advisor support team.

Geoffrey Wells is a CFP® with five years of industry experience, currently serving as an advisor at BPC Advisors LLC since 2018. Prior to this, he worked at Rockbridge Investment Management, LLC from 2012 to 2017. BPC Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and institutions. The firm uses a quantitative, asset-class focused approach to construct broadly diversified portfolios primarily composed of ETFs and index-based mutual funds, managing approximately $150 million in discretionary assets.

James Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with a PFS™ designation and two years of industry experience. Prior to joining the firm, he worked at PricewaterhouseCoopers LLP for two years and has a background in full-time education. He is also an accountant at Sinopoli & Sinopoli CPAs, P.C., where he provides tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC is a four-person team that offers investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing broadly diversified, passive asset-class exposure and model portfolios, with discretionary portfolio management delegated to Focus Partners Advisor Solutions.

Gregory Jennings is a financial advisor at OMC Financial Services Ltd with five years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Omc Financial Services Ltd since 2012. Jennings previously operated Greg Jennings, LLC from 2018 to 2026. OMC Financial Services, Ltd. provides individualized investment management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental and technical analysis in its investment approach and manages approximately $328 million in discretionary assets with a three-advisor team.

William Pearlman is a financial advisor with Aldemar Research Corporation, holding Series 63 and Series 65 credentials and possessing 54 years of industry experience. He has worked with Aldemar Research Corporation since 2019 and has concurrent roles with National Asset Management and National Securities Corporation since 2016. Aldemar Research Corporation provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, quantitative, and modern portfolio theory methods to guide asset allocation and security selection.

Andrew Groat is a financial advisor at Aldemar Research Corporation with 21 years of industry experience. He holds a Series 66 designation and has been with Aldemar since 2015. Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, and quantitative methods to guide investment decisions in mutual funds, equities, fixed income, ETFs, and non-U.S. securities.

David Dennett is a financial advisor with Solid Point Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by providing discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and manages a broad range of investments, including private placements and real estate, with a focus on tailoring advice to clients’ objectives.

Andrew Delmedico is a CFP® with 11 years of industry experience, currently serving as an advisor at Solid Point Wealth Advisors, LLC since 2024. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. from 2013 to 2024. Outside of his advisory role, he serves on the boards of the Estate Planning Council of Central New York, Westside Community Federal Credit Union, and acts as treasurer for the Youth Hockey/Rochester Coalition. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by providing discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and includes private placements and direct real estate/REIT exposure in its investment approach.

Vincent Sinopoli Jr. is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in the accounting profession as president of Sinopoli & Sinopoli, Certified Public Accountants, P.C. since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach with diversified, passive asset-class exposure and is formally affiliated with an accounting firm, which is uncommon among similarly sized advisory teams.

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Michael Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at PricewaterhouseCoopers LLP. In addition to his advisory role, Sinopoli is an accountant at Sinopoli & Sinopoli CPAs, P.C., providing tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC serves individuals, trusts, charitable organizations, businesses, and retirement plans, managing portfolios based on Modern Portfolio Theory using diversified, passive asset-class exposures. The firm operates as a four-person team and is formally affiliated with an accounting firm, a structure that includes procedures to manage related conflicts of interest.

Michael Cerminaro Jr. is a financial advisor at Nottingham Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA for 17 years, as well as LPL Financial and Nottingham Financial Group. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.