Stephanie Osborn

Clinton Kane is a financial advisor at Kane Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at Kane Financial since 2017, following five years at Cadaret, Grant & Co., Inc. and Strategic Financial Services. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses by offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach, combining fundamental analysis with index mutual funds and ETFs, and provides financial planning to all investment management clients without additional charge.

Charles Burmaster Jr. is a financial advisor with CS Planning Corp and holds the ChFC® designation and Series 63 license. He has 33 years of industry experience, including roles at Cadaret, Grant & Co., Inc., Master Planners & Associates, and PKS Investments. In addition to his advisory work, he is a member and owner of Collingwood Group LLC, a pass-through entity for tax purposes. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm uses a multi-advisor model to construct broadly diversified portfolios tailored to individual risk tolerances, monitoring accounts on an ongoing basis and typically managing them on a discretionary basis.

Charles Burmaster is a Series 66–licensed financial advisor with six years of industry experience, currently practicing at CS Planning Corp since 2022. His background includes roles at Cadaret, Grant & Co., Inc., and previous professional engagements in hockey leagues and teams. Outside of financial advising, he is a consultant for Arbonne International. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory and financial planning services, constructing broadly diversified portfolios tailored to client risk tolerance and goals.

Craig Nelson is a financial advisor with Eagle Strategies (NY Life) in New Hartford, NY, holding the ChFC® and Series 63 credentials and possessing 10 years of industry experience. He is also affiliated with Crystal Clear Financial Group, LLC, Nelson & Strife Financial Group, and has been associated with New York Life Insurance Company and Nylife Securities LLC since 2015. In addition to his advisory roles, Nelson teaches a history class weekly at Utica College. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisers. The firm emphasizes client-directed solutions using third-party managers and model portfolios and offers a combination of advisory services alongside affiliated insurance and broker-dealer capabilities.

Jason Hall is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2017. Outside of finance, he is the president and sole operator of Northern Lights LLC, a seasonal aquatic weed harvesting business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory and consulting services along with access to various managed account solutions.

Kyle Strife is a ChFC® credentialed financial advisor with 15 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at Crystal Clear Financial Group, Nelson & Strife Financial Group, and New York Life Insurance Company. Outside of advisory work, he has been involved in insurance brokering through his DBA Nelson & Strife Financial Group. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm employs a client-directed approach that leverages third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life, combining advisory services with affiliated insurance and broker-dealer capabilities.