Leah Wheeler

James Boyce is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 33 years of industry experience. He has worked at Lincoln Investment since 2002 and previously spent 11 years with United Helpers. Outside of his advisory role, he owns Boyce Financial and Insurance Services, which offers Medicare supplement and other non-variable insurance products. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, providing a range of services including financial planning, custom and model portfolios, third-party manager access, and retirement plan advice.

Brian Henning is a financial advisor with key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at key Investment Services since 2016 and previously held roles at LPL Financial and First Niagara Bank. key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and leverages affiliated bank-developed models alongside third-party managers to deliver its services.

Jared Hollander is a CFP® and ChFC® with five years of experience in financial advising at Cambridge Investment Research Advisors. His prior work includes positions at SeaComm FCU and Cuna Brokerage Services Inc., as well as service in the Pennsylvania Army National Guard. Outside of finance, he owns Hollander Home Inspections, LLC and serves as a member of the Massena Town Council. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.

Joel St Hilaire is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and held prior roles at METLIFE Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he owns St Hilaire Financial Services, providing insurance products including life, disability, property and casualty, long-term care, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes to deliver tailored recommendations across a range of client types.

Mathew Hastings is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services Inc and Cuna Mutual Group starting in 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product offerings.