Jonathan Bartholomew is the sole advisor at Rock Ridge Wealth LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Northern Financial Services, Northern Credit Union, and NBT Bank. Outside of his advisory work, he owns Concealed Designs LLC, a furniture design business currently in its startup phase. Rock Ridge Wealth serves individuals, high-net-worth households, and corporate clients, providing portfolio management, financial planning, and pension consulting. The firm integrates multiple investment approaches and offers services such as tax preparation and estate-planning coordination, with a focus on discretionary trading authority and the use of advanced strategies including machine-learning-enhanced models.

Carolyn Weldon is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Weldon and Weldon Financial Coaching, where she has worked since 2020, and previously worked at Bull Harbor Capital. Outside of her advisory role, she serves on the board of the Flower Memorial Library and is a member of the Patient & Family Advocacy Council at the Walker Cancer Center in Watertown, NY. Weldon and Weldon Financial Coaching provides financial planning and consulting services, acting as a liaison to third-party managers and offering ERISA 3(21) retirement-plan advisory support for plan sponsors. The firm combines client-focused qualitative analysis with quantitative methods and does not exercise discretionary trading authority or maintain assets under management.

Jeffry Weldon is a financial advisor with Weldon and Weldon Financial Coaching in Watertown, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles at Park Avenue Securities LLC and Guardian Life, as well as extensive experience operating as a sole proprietor. Weldon serves on the board of the Minna Anthony Common Nature Center. Weldon and Weldon Financial Coaching provides financial planning and consulting services, acting primarily as a liaison to third-party managers like Matson Money and offering ERISA 3(21) retirement-plan advisory support. The firm focuses on client analysis and financial planning while investment execution is handled by third-party managers, and it operates without discretionary trading authority or directly managing client assets.

Martha Rosner is a financial advisor with Vicus Capital, Inc. in Watertown, NY, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. She has been associated with Vicus Capital since 2005 and has held roles at Cetera Wealth Services, LLC, and her own firm, Rosner Financial Group. Outside of her advisory work, Rosner manages multiple vacation rental properties and serves as a notary public. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis and offers a range of strategies, including core-satellite, momentum, ESG, and tax-loss harvesting, along with retirement-plan consulting and fiduciary services.

Solomon Rosner is a financial advisor at Vicus Capital, Inc. with a Series 65 designation and one year of industry experience. His prior roles include work with Rosner Financial Group and Cetera Wealth Services, LLC. Outside of financial advising, he is involved with Stay ADK, an organization active since 2018. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various strategies and places explicit emphasis on retirement-plan consulting and fiduciary services.

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 10 years of industry experience. He has worked with several Ameritas affiliates and related firms, including United Professional Benefits, United Wealth Advisors Group, and Ameritas Investment Corp. His activities include retirement and estate education planning, as well as life insurance needs analysis. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through a variety of model portfolios, mutual funds, ETFs, and individual securities, leveraging both proprietary and third-party platforms.

Nico Morgia is a financial advisor with Hightower Advisors, holding a Series 66 credential and nine years of industry experience. He has worked with HighTower Securities, LLC since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach using both affiliated and third-party managers, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Savannah Van Slyke is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles within various First Command entities and service in the United States Army Reserve. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Heather Clement is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 credentials and has 31 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and operational features such as monitoring and rebalancing.

Marcia Pistner is a financial advisor at First Command Advisory Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has a background in financial planning dating back to 2006. Outside of her advisory role, she is a fitness instructor at the YMCA and teaches wreath-making classes, contributing proceeds to a local food pantry. First Command Advisory Services is an SEC-registered adviser serving individual, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Karyn Carbone is a Series 66–licensed financial advisor at First Command Advisory Services with nine years of industry experience. She has worked at First Command since 2019 and previously held roles at Edward Jones and the Village of Sackets Harbor. Carbone also spent three years with the Seaway Trail Foundation Inc. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Jay Ringenbach is a Series 66-credentialed financial advisor with First Command Advisory Services, bringing three years of industry experience. His background includes seven years of service in the United States Marine Corps and roles across multiple First Command affiliated entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to manage model portfolios and third-party managers, typically without client selection of external advisers.

Neil Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked with multiple affiliated entities, including United Professional Benefits, United Wealth Advisors Group, LLC, and Ameritas Investment Corp., with roles spanning financial advising and chief operating officer responsibilities. Freeman is also licensed as an independent insurance agent, providing fixed insurance products and health insurance services through affiliated firms. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and charitable organizations. The firm utilizes a range of investment vehicles and program platforms, supported by third-party technology and managers, and operates within a mutual holding company structure that includes multiple financial services affiliates.

Bryan Wyckoff is a financial advisor with Empower Advisory Group in Watertown, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., New York Life Insurance Company, and Merrill. He also operates the Bryan Wyckoff Insurance Agency. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kim Allen is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, with roles at several firms including United Professional Advisors LLC and United Wealth Advisor Group. Outside of his advisory work, he is involved in managing operations and providing insurance and employee benefits through multiple affiliated business ventures. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions across discretionary and non-discretionary programs and utilizes multiple platforms and third-party resources to build customized client portfolios.

Arnold Pechler III is a CFP® with 43 years of experience in financial advising, currently with Ameritas Advisory Services, LLC. His prior roles include positions at Sage Financial Planning and Sage Income Protection, as well as longstanding involvement with United Wealth Advisor Group and Ameritas-affiliated companies. He is also a licensed independent insurance agent engaged in recruiting, training, and insurance sales activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers broad asset management and financial planning services using model portfolios, mutual funds, ETFs, and customized solutions, supported by multiple program platforms and third-party technology.

Dessiray Goutremout is a financial advisor with Independent Financial Partners holding a Series 66 designation and one year of industry experience. Prior to joining IFP Securities, LLC, Dessiray has worked at Carthage Savings and Loan, NA since 2011 and is employed part-time at Time Warp Tavern, a local sports bar. Dessiray also serves as a swimming and diving official for the New York State Public High School Athletic Association. Independent Financial Partners is a nationwide enterprise firm offering investment advisory, financial planning, trust, and retirement-plan services through a multi-advisor platform. The firm supports a decentralized advisory model, retirement-plan consulting, and trustee services, managing over $12.5 billion in assets as of the end of 2024.

Douglas Dier is a financial advisor with Lincoln Investment, holding the Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he serves on the board of directors for the Thousand Islands Bridge Authority and is president of Dier Agency, Inc., a property and casualty insurance business. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Phillip Banazek is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, since 2010. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and customized indexing strategies.

Jeremy Miller is a financial advisor with First Command Advisory Services in Watertown, NY. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to entering the financial industry, he served 20 years in the US Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios.