Steven Gottlieb

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.

Christian Stout is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has worked at Commonwealth Financial Network since 2015 and is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operations, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, including PPS Custom and Personalized Indexing options.

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.

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.

Michael Herholtz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 37 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company for over two decades before joining Mass Mutual in 2018. He is also involved in insurance sales through Any Size Financial Solutions, focusing on individual life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Jessica Jimenez Wharton is a Series 66-licensed financial advisor with Ameriprise in Oswego, NY, and has 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of her advisory role, she is an instructor for pre-licensing classes covering NY Life/Accident insurance and securities exams. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.