Maggie Sayers is a CFP® and Series 65-licensed advisor with over 13 years of industry experience. She is the principal of Tendful Wealth Planning, an independent firm based in Rome, NY, and previously worked at Gunther Wealth Management from 2011 to 2024. In addition to advising, she provides virtual paraplanning support through Method Financial Planning. Tendful Wealth Planning offers fee-only financial planning and discretionary investment management to individuals and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to construct diversified portfolios using active and passive funds, and incorporates ESG options upon request.

Maxwell Moore is a financial advisor at Birch Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Citigroup and Manning & Napier and has experience at State Street Corp and the University of Massachusetts Amherst. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm uses a combination of analytical approaches and focuses on equities, ETFs, and money-market funds while delivering written financial plans and managing portfolios on a discretionary basis.

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and a total of four years in the financial industry. Prior to joining Belpointe in 2019, he worked at Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved in CFO consulting through Chatham Street Consulting Services, LLC, and serves on the finance committee of St. Peter's Church in Rome, NY. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both active and passive strategies tailored to client objectives and risk tolerance, while also supporting various affiliated businesses and proprietary investment products.

Bryan Mc Cormick is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and having two years of industry experience. He previously worked at Chatham Street Advisors for five years and has experience in the electric industry. Outside of advising, he owns and operates Rome Lightery Company, specializing in lighting design and lamp repair. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using customized portfolios and a range of advisory relationships.

Joseph Gunther is a financial advisor at IFG Advisory, LLC with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked with LPL Financial since 2011. Outside of his advisory role, he is involved with Gunther Wealth Management, a business related to his LPL activities, and has experience providing non-variable insurance products. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies implemented through sub-advisors and third-party managers, and also manages held-away assets to align with clients' financial goals.

Mary Zervos is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services, KeyBank, Bank of America, and Merrill. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee platforms, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Taylor Jaquays is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, Jaquays worked at Mutual of Omaha, Ralston Supply/Colgate University, and Serendipity Ventures. Jaquays also acts as an agent for non-securities insurance products with Agia. Valic Financial Advisors is a large enterprise firm serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a network of over 1,200 advisors, utilizing a centralized technology platform and discretionary unified managed accounts.

Ronald Labella is a Series 63 licensed financial advisor with 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994 and has concurrently worked at Utica College since 1982. Outside of his advisory work, he owns R&D Enterprises, a computer consulting business advising clients on computer problems and procedures. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Alexander Gere is a financial advisor with Key Investment Services LLC in Rome, NY, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes multiple roles at Key Investment Services LLC and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence on third-party advisory products, and supervisory oversight across its offerings.

Daniel Orcutt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also affiliated with United Professional Advisors and Ameritas Investment Corp, among other Ameritas-related entities. In addition to his advisory work, Orcutt serves as president of DCO Insurance Agency Inc, an independent insurance agency specializing in fixed insurance products and group benefits. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, using risk questionnaires, model portfolios, and third-party resources to support portfolio construction and ongoing management.

John Slifka is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds a Series 63 designation and has held roles at LPL Financial, The Prudential Insurance Company of America, PRUCO Securities, LLC, Cadaret, Grant & Co., Inc., and Securities America Advisor, Inc. Outside of financial services, he was involved with Three Sisters Farm for 11 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Amanda Dunlap is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at OSAIC since 1998 and Integrated Financial Planning Center since 1996. Outside her advisory role, she owns and operates several related businesses, including Absolute Financial Planning and Absolute Tax Solutions. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various third-party managers, employing asset-allocation tools and risk assessment techniques to construct diversified portfolios.

Joseph Mazzaferro is a CFP® certificant with 14 years of industry experience. He is currently with LPL Enterprise and has prior experience at the Prudential Insurance Company of America and Pruco Securities, LLC. Mazzaferro serves as a board member for the RFA Scholar Leader Fund, where he helps evaluate scholarship candidates. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering advisory and brokerage services through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and includes access to third-party asset managers and insurance products.

Logan Reinold is a Series 66-credentialed financial advisor with Equitable Advisors, based in Holland Patent, NY, and has three years of industry experience. His prior work includes roles at Berkshire Bank and Turning Stone, as well as positions outside finance such as at FedEx and SUNY Polytechnic Institute. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a mix of proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

Daniel DeBlois is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2025, he spent three years at Cadaret, Grant & Co., Inc. and eleven years at Leigh Baldwin & CO., LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Presky is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been associated with Pruco Securities, LLC and Prudential Insurance Company of America since 1985. Outside of his advisory role, Presky serves on the Board of Directors of the Genesis Group of Mohawk Valley and has held leadership positions with the Mohawk Valley Economic Development organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and a range of financial planning and consulting services.

Michelle Shauger is a financial advisor with Primerica Advisors in Rome, NY, holding Series 63 and Series 65 licenses with 24 years of experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, she has been involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers a range of model-based investment strategies supported by third-party asset managers and custodial services.

Raymond Acosta is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at CUNA Brokerage Services, Lifemark Securities Corp., and AmeriCU Credit Union, where he continues to serve. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

David Waters is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved with EagleRock Holdings, LLC, an entity for real estate and private equity investments. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and participation in wrap programs through a network of investment adviser representatives.

Joseph Alnutt is a financial advisor with LPL Financial in Rome, NY, holding a Series 66 designation and three years of industry experience. He has worked at AmeriCU Credit Union and Primerica prior to joining LPL Financial. Outside of advising, his background includes roles in the food service industry, such as managing at Trappers Pizza Pub and Stingers Pizza Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad platform that oversees over $819 billion in discretionary assets.

James Chase is a financial advisor with Mass Mutual Investors Services in Oriskany, NY, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. He has previously worked at LPL Financial, NBT Bank, Wells Fargo Clearing Services, and Key Investment Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment programs including wrap and money-manager services.

Mark Vacca is a financial advisor with LPL Financial in Rome, NY, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years and has operated Vacca Consolidated Financial Services since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.