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.

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.

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.

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.

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.

Coltan Goodwine is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has been affiliated with Ameritas and related entities since 2020 and currently also works with United Wealth Advisors Group. His background includes roles in investment and financial planning, as well as paraplanning responsibilities. 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 portfolio management strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology providers.

Laurie Podvin is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 65 designation and has previously worked at ETFIdea, LLC and Bowers & Company CPAs PLLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide, managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Pavlot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ford, English Financial Group, LLC and Commonwealth Financial Network since 2003. Outside of his advisory role, he serves as a basketball official with the International Association of Approved Basketball Officials and is a member of the Board of Assessment Review for the Town of Clayton. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers its advisors access to discretionary model portfolios and various program structures while serving as a back-office and platform provider.

Hannah Brady is a Series 66-credentialed financial advisor with six years of industry experience. She currently works at First Command Advisory Services, where she has been employed since 2020. Prior to joining First Command, Brady worked at the DOD Community Bank operated by Bank of America and Walgreens. 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 wrap-fee asset management programs managed through a centralized Investment Management Team.

George Simser is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. 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 comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Daniel Miles is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. He has held roles at Ameritas and its affiliates since 2017 and is the owner of Miles Ahead Financial Planning and Miles Ahead Wealth Management. Outside of his advisory work, he coordinates adult summer soccer leagues and operates a travel agency specializing in group tours. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs model portfolios, mutual funds, ETFs, and individual securities across various program platforms, and is part of a mutual holding company with broker-dealer and insurance affiliates.

Sean Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. He has previously worked at CUNA Brokerage Services, LifeMark Securities, AmeriCU Credit Union, and Kall & D'argenio, CPAs LLP. He has served as a member financial advisor at AmeriCU Credit Union since 2016. 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 various financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across multiple asset classes.

Kevin Ogrady is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for FSC Securities Corporation for 20 years before joining LPL Financial in 2019. He serves as a board member of the Rotary Foundation of Pittsford, NY. 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 through a large network of investment adviser representatives. The firm offers a variety of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Pyland is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working with Nascentia Health, RP Consulting, Syracuse University, and Solvay Bank. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers along with financial planning and consulting services.

Brent Sanford is a CFP® professional with 28 years of experience in the financial services industry. He has been with Prudential Insurance Company of America since 1998 and joined LPL Enterprise in 2024. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.