Ascent Wealth Partners, LLC

Joseph Summa is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He currently works at Ascent Wealth Partners, LLC and previously spent five years at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member and treasurer at Teugega Country Club and is an adjunct professor at Utica College. Ascent Wealth Partners provides wealth management, customized portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is long-term, focusing on large-cap equities and high-grade fixed income, supplemented by mutual funds and ETFs, with occasional use of options strategies and private fund investments.

Douglas Bissonette is a financial advisor with Ascent Wealth Partners, LLC, where he has worked since 2014. He has six years of industry experience. Outside of his advisory role, he provides tax preparation services to clients. Ascent Wealth Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, focusing on large-cap equities and high-grade fixed income, and uses customized option strategies.

Christopher Lai is a CFA® charterholder with 10 years of experience in financial advising. He has worked at Ascent Wealth Partners, LLC since 2011 and is based in New Hartford, NY. Ascent Wealth Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with wealth management, customized portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach focused on large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and options strategies.

Stephen Basile is a financial advisor at Ascent Wealth Partners, LLC in New Hartford, NY, holding a Series 66 designation with nine years of industry experience. He has worked at Ascent since 2018 and previously spent two years at The Ayco Company, L.P./Mercer Allied. Ascent Wealth Partners provides wealth management, customized portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach focused on large-cap equities and high-grade fixed income, utilizing both fundamental and technical analysis.

Gerard Murray is a financial advisor at Ascent Wealth Partners, LLC with five years of industry experience. Prior to joining Ascent in 2025, he worked for Patriot Asset Management, Inc. and its parent, Patriot Federal Bank, for a total of 14 years. Outside of his advisory role, Murray serves as Town Justice for the Town of Mohawk in Montgomery County, New York. Ascent Wealth Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, customized portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach, focusing on large-cap equities and high-grade fixed income, and also utilizes options strategies and occasional private fund investments.

Scott Mccartney is a CFA® charterholder with nine years of industry experience, currently serving at Ascent Wealth Partners, LLC since 2011. He holds board and committee roles with several nonprofit and public organizations, including chairing audit and finance committees for entities focused on technology, education, and employment for disabled persons. Additionally, he contributes to investment oversight for arts and educational foundations. Ascent Wealth Partners advises individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, focusing on large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and customized option strategies.

Neil Edmonds is a financial advisor at Ascent Wealth Partners, LLC with six years of industry experience. He holds a Series 63 designation and has been with Ascent since 2015. Edmonds is also a licensed insurance agent and occasionally offers insurance products to clients. Ascent Wealth Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, focusing on large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and customized option strategies.

Nancy Kowalczyk is a financial advisor with Ascent Wealth Partners, LLC in New Hartford, NY, bringing seven years of industry experience. She has been with Ascent Wealth Partners since 2011. Outside of her advisory role, she manages a rental property in Utica, NY. Ascent Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach focused on large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and options strategies.

Sophia Tsoupelis is a financial advisor at Ascent Wealth Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked for Strategic Financial Services, Inc. for five years. Outside of finance, she has experience working as a hostess at Symeons Greek Restaurant. Ascent Wealth Partners advises individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, focusing on large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and customized option strategies.

Martin Moshier is a financial advisor at Ascent Wealth Partners, LLC with 22 years of industry experience. He holds the Series 63 designation and has been with Ascent Wealth Partners since 2011. Prior to that, he worked at Purshe Kaplan Sterling Investments from 2011 to 2017. Ascent Wealth Partners advises individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, focusing on large-cap equities and high-grade fixed income, and also facilitates client access to private investment funds.

Timothy Welchons is a financial advisor at Ascent Wealth Partners, LLC with 15 years of industry experience. He has worked at Ascent since 2018 and previously spent six years at Bluefin Research Partners, Inc. In addition to his advisory role, he is involved in insurance sales. Ascent Wealth Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach is primarily long-term, focusing on large-cap equities and high-grade fixed income, while incorporating fundamental and technical analysis along with customized option strategies.

Bradley Kowalczyk is a financial advisor with Ascent Wealth Partners, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Ascent Wealth Partners since 2011 and previously worked at Purshe Kaplan Sterling Investments. Outside of advising, he serves as counsel at Kowalczyk Law Office, focusing on business, tax, and estate planning matters, and is a board member of The Boilermaker Roadrace charitable organization. Ascent Wealth Partners provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build portfolios concentrated in large-cap equities and high-grade fixed income, supplemented by mutual funds, ETFs, and customized option strategies.