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 in Rome, NY, with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Citigroup and Manning & Napier. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm uses a variety of analytical approaches and typically manages accounts on a discretionary basis, focusing on equities, ETFs, and money-market funds.

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.

Lisa Stanford is a Series 66-licensed financial advisor with Money Concepts Capital Corp, bringing 17 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Lisa is involved as a board member and secretary of the Boonville Area Chamber of Commerce, works with Flack Broadcasting, and owns a DJ business called DJ Unicorn Chaos. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Mary Zervos is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations, ongoing monitoring, and access to third-party discretionary managers, supported by due diligence and supervisory oversight.

Taylor Jaquays is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. Taylor has worked at Valic Financial Advisors since 2017 and is also affiliated with Agia, where they are involved in non-securities insurance products. Valic Financial Advisors, Inc. serves 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 discretionary unified managed accounts through a large network of advisors, operating at scale with centralized technology and model solutions.

Ronald Labella is a financial advisor with Lincoln Investment in Rome, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994 and has an ongoing affiliation with Utica College since 1982. Outside of his advisory role, he owns R&D Enterprises, a computer consulting business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services using a combination of in-house and third-party investment strategies, employing both strategic and tactical management approaches.

Alexander Gere is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes multiple roles within Key Investment Services and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-driven investment decisions supported by non-binding recommendations and oversight of third-party advisory products, operating within the KeyCorp group with integrated banking and capital markets affiliations.

John Slifka is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 33 years of industry experience. His background includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, LPL Financial, Cadaret, Grant & Co., Inc., and Securities America. Outside of finance, he has experience managing Three Sisters Farm for over a decade. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, third-party asset management, and a range of insurance products through an integrated platform.

Joseph Mazzaferro is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the RFA Scholar Leader Fund, where he helps evaluate scholarship candidates. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third‑party asset management, and a range of brokerage and insurance products via its integrated platform.

Logan Reinold is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Berkshire Bank, Turning Stone, and SUNY Polytechnic Institute. 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 third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.

Daniel Deblois is a financial advisor with LPL Financial in Rome, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Leigh Baldwin & Co., LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Richard Presky is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked with Pruco Securities, LLC and Prudential Insurance Company of America for more than four decades. He has held leadership roles in local economic development organizations and serves on the board of the Genesis Group of Mohawk Valley. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

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 in Rome, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2019 and has concurrent roles at CUNA Brokerage Services, Inc. and AmeriCU Credit Union, where he has been involved for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources across diversified strategies.

Richard Hazard is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Hazard serves as a board member and treasurer of the Adirondack-Catskill Chapter of Safari Club International. 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 third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Jeffrey Hazard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, Hazard is active in the Adirondack-Catskill Safari Club International, serving as its secretary and participating in related events and seminars, and he is a member of the National Rifle Association. 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 various third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple advisory platforms and offering both advisory and brokerage channels to meet client needs.

Stephen Golembiowski is a CFP® and ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with LPL Financial, where he has worked since 2022 following a 22-year tenure at Cadaret, Grant & Co., Inc. and over two decades of self-employment. He also serves in a fiduciary capacity for the S & A Golembiowski Revocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services delivered through a national network of investment adviser representatives.

David Waters is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. Outside of his advisory role, he is involved with EagleRock Holdings, LLC, an entity focused on real estate and private equity investments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory services with brokerage and insurance product sales.

Joseph Alnutt is a financial advisor with LPL Financial in Oneida, NY, holding a Series 66 designation and three years of industry experience. His career includes roles at AmeriCU Credit Union and Primerica Advisors. Outside of finance, he has work experience in the food service industry with Trappers Pizza Pub and Stingers Pizza Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Vacca is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc. for 18 years and has operated Vacca Consolidated Financial Services since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.