Christian Stout

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Investments, Cadaret Grant & Co., Inc., and Quickline Capital Partners. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm manages approximately $278 million in client assets and incorporates a structured investment process with an emphasis on faith-based, Biblically Responsible Investment screening.

John Winchek is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Steven Gottlieb is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Gottlieb provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Gregory Colasurdo is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at LPL Financial, PRUCO Securities LLC, Hd Vest Financial Services, and a long tenure at IBM. He also operates Deborah Primeau Income Tax Service, providing tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Paul Colligan is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Outside of his advisory role, he serves on the advisory board for the University of New Haven's Micro MBA program and is involved with the Concussion Legacy Foundation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Randy Zeigler is a financial advisor with Ameriprise in Oswego, NY, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1986 and Ameriprise Financial Services, Inc. from 2005 to 2020. Zeigler serves on the boards of several local organizations, including the New Covenant Community Church, Rotary Club of Oswego, Oswego County Community Foundation, and Leave a Legacy of Oswego County. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm operates as a large institutional entity delivering a broad range of advisory, brokerage, and insurance solutions through affiliated companies.