Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.

Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.

The Reagan Companies is one of the largest insurance and risk management firms located in upstate New York. We provide insurance, risk management, contract surety bond, and investment management services to people like you. Established in 1929, we're proud to be a third generation family business. Over the years, we've grown into a multi-faceted firm, with a range of products and solutions designed to fit your needs and budget. As an independent insurance agency, our goal is to assist you in all your insurance needs. We will help you manage and plan for all of your potential risks. As professionals, we assess your needs and offer you a variety of insurance products to choose from. We work hard to build a trusted relationship with our customers. We strive to make you feel both comfortable with and confident in our abilities by acting as your consultant. We want you to have the confidence in us that your parents may have had and that your children will have. We are an organization dedicated to our customers. We seek out the best companies that offer the approriate coverages at a fair price.

CORNELL POCHILY INVESTMENT ADVISORS, INC is an investment management company based out of 2415 N TRIPHAMMER RD, Ithaca, New York, United States.

We are a comprehensive financial services firm, dedicated to improve clients long-term financial success. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Adams and Associates, Inc. are not affiliated.

PeerPlace provides data management software for the health and human services industry. Our “No Wrong Door” framework enables coordinated care planning across community-based agencies. Now you can connect community resources with consumer needs to foster continuity of care and maximize the delivery of community-based services. ON-DEMAND SOFTWARE AS A SERVICE (SAAS) With a cloud-based Software as a Service (SaaS) model, PeerPlace manages the entire lifecycle of care management services while helping maintain funding compliance. PeerPlace software solutions automate real life business processes and workflow that allows our customers to do what they do best...care for their consumers, clients and patients. Our software scales to meet the needs of statewide, regional and local system requirements. COLLABORATIVE DATA MANAGEMENT SOFTWARE PeerPlace data management software streamlines identification and tracking by providing one Master Client Record that can be securely shared electronically among all care professionals that provide services to that consumer. With one Master Client Record this can substantially reduce the unit cost of services delivered by eliminating redundant collection of information and reducing the time involved in generating numerous reports required by multiple funders.

Burns Matteson Capital Management is a financial planning and wealth management company located in Corning, NY.

-Manage a portfolio consisting of several hundred million dollars for hundreds of clients-Conduct investment research and portfolio construction-Frequent meetings with representatives of investment funds to understand their fundamental trading strategies and to determine if theirs aligned with oursAssist in development of proprietary trading strategies-Developed spreadsheets and trading checklists to allow para-professionals to more easily and accurately support trading activities-Conduct trades of ETF’s, ETN’s, Bonds, CD’s, Equities, and Mutual funds Used by Charles Schwab as ‘educational resource’ on trading of ETFs for new traders-Responsible for company IT equipment and network installation/troubleshooting, back-up/restore, disaster recovery, as well as information security software and awareness training-Identified and completed paperless office project which resulted in a decreased need to hire additional personnel during tax season-Information security

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

With over 50 years of combined experience in the world of personal financial planning, Michael Bono, CPA, CFP®, Sarah Creath, EA, CFP®, and James Kaffenbarger, J.D., CFP® bring together a simplified approach to investing and a partnership style of service that offers a vision for the future. Our energetic team is dedicated to providing creative client solutions and superior service through the effective use of resources, technology and ample support personnel. BCK Partners offers comprehensive financial management that includes: retirement planning, tax planning and preparation, healthcare & insurance planning, estate planning, employer benefit analysis, education planning, and family wide-services. From an investment perspective, BCK Partners believes in balanced, diversified portfolios. We believe these can best be achieved through Index ETFs, individual bonds and bond ETFs. Based in Corning, NY, BCK Partners, Inc. services clients locally and nationwide.

The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources to help corporations, retirees, nonprofits, high-net-worth individuals, and professionals pursue their financial goals. Located in Victor, NY, and serving clients in the Rochester area and nationally, the firm focuses on various aspects of investment planning and management. Its advisors focus on different client segments, such as 401(k) and 403(b) retirement plans, risk management, estate planning, education planning, tax management, employee and executive benefits, and divorce settlements. Learn more at https://www.thepittigroup.com/. To schedule a meeting, call (585) 337-4000 or email [email protected]. -- The Pitti Group Wealth Management, LLC ("The Pitti Group") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). The Pitti Group provides investment advisory and related services for clients nationally. The Pitti Group will maintain all applicable registrations, notice filings, and licenses as required by the various states in which The Pitti Group conducts business, as applicable. The Pitti Group renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. The Pitti Group Wealth Management does not provide tax or legal advice. This information is intended for use only by residents of NY, NJ, FL, PA, OH, IN, CO, TX, SC, HI, MA, NC, VA, and WA.

Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087