Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. She previously worked at UBS Financial Services for one year before joining Edward S. Green & Associates, where she has been since 2010. In addition to her advisory role, Nancy provides human resources consulting for Bousquet Holstein PLLC. Edward S. Green & Associates primarily acts as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate clients’ education, retirement, and estate planning with other professionals. The firm does not manage client assets directly but refers clients to a sub-adviser for investment management and serves as the primary client contact for those referrals.

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

Lucas Smith is the principal advisor at LTS Wealth Management in Syracuse, NY. He holds the Series 65 designation and has one year of experience in the financial advisory industry. Outside of his advisory role, he has operated a basketball officiating business since 2007 and serves as the grievance chair for the Baldwinsville Teachers Association. He has also maintained longstanding roles in public education, including with the Baldwinsville Central School District. LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses. The firm employs a combination of quantitative and qualitative investment methods within a strategic asset-allocation framework, incorporating tax-aware practices and limited options strategies when appropriate.

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.

Richard Urciuoli is a financial advisor with Summit Planning Group, Inc., holding a Series 63 designation and over 42 years of industry experience. He has worked at Summit Planning Group since 1986 and at LPL Financial from 1989 to 2020. Outside of advising, he is involved in investment-related activities through his registered investment advisor firm and operates a real estate rental business. Summit Planning Group provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients with at least $250,000 in investable assets. The firm uses a combination of charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions, implementing portfolios with equities, mutual funds, ETFs, and fixed income instruments on a discretionary basis.

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.

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.

Henry Wildhack II is a financial advisor at Armory Capital Management, LLC with 14 years at the firm and 5 years of industry experience. He is based in Syracuse, NY. Armory Capital Management provides fee-only investment management, financial planning, retirement planning, and wealth management to a diverse client base that includes individual investors, trusts and estates, charitable organizations, foundations, and institutional clients. The firm emphasizes asset allocation and rigorous security screening, offering both discretionary portfolio management and consulting services such as written financial plans and hourly planning.

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.

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.

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 16 years of industry experience. His prior experience includes roles at IBN Financial Services, Inc., Lifemark Securities Corp., and independent insurance agency work. Outside of advising, he is an owner and partner in a tax preparation business, MPM Tax Pros. MPM Advisors Group LLC offers discretionary investment management and comprehensive financial planning services to individuals, retirement plans, and corporate clients. The firm focuses on passive investment strategies using index funds and ETFs, emphasizes asset allocation and rebalancing, and provides educational seminars and 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.

Matthew Abbott is a financial advisor at Armory Capital Management, LLC, with five years of industry experience. He has held roles with the Premier Lacrosse League since 2021 and previously with Major League Lacrosse from 2009 to 2020. Armory Capital Management provides fee-only investment management, financial planning, retirement planning, and wealth management to a broad client base, including individual investors, trusts, estates, charitable organizations, foundations, and institutional clients. The firm’s investment approach emphasizes asset allocation and rigorous screening of securities, mutual funds, and ETFs, typically favoring longer-term holdings with periodic portfolio reviews.

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.