Jennifer L Reed

Chad Wilkinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and P & A Group. Outside of his advisory work, he is co-owner of several farming-related entities involved in crop sales and farm equipment ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset management, and custody services.

Ryan Bachman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses with three years of industry experience. His background includes eight years of service in the United States Army. He is also a member of the New York National Guard and provides insurance services outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

David Epolito is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Key Investment Services and its predecessor entities since 2012 and previously spent 20 years at KeyBank. Outside of his advisory role, he works part-time as a laborer for SMG, an operator of arenas and amphitheaters. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions and provides ongoing monitoring, due diligence, and access to discretionary third-party managers.

Paul Myles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025 and has over a decade of experience as a licensed real estate salesperson with JF Real Estate. Outside of advisory work, he is involved in real estate sales and leasing in Syracuse, NY, and participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.

Morgan Hodinger is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and two years of industry experience. His prior professional background includes roles at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, supporting a range of strategic and tactical investment models.

Nathan Kinne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, Kinne has served with the City of Batavia Fire Department since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm manages third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.