Steven Eric Gottlieb

John Winchek is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing multiple strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Craig Fitzpatrick is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 17 years of industry experience. Fitzpatrick previously worked at Cadaret Grant & Co., Inc. and Pathfinder Investment Services. He serves on the board of directors and operations committee for the Child Advocacy Center of Oswego County. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Nicholas Barnes is a CFP® professional affiliated with Cetera Planning Partners, bringing 13 years of industry experience. His prior roles include positions at Avantax and Fidelity, among others. He serves as a city councilor in Fulton, NY, a role in which he addresses community concerns and participates in local governance. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, utilizing diversified portfolios tailored to clients’ objectives and risk tolerance within a broader Cetera network.

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 positions at LPL Financial, PRUCO Securities LLC, and Hd Vest Financial Services. He has also operated Deborah Primeau Tax Service, a tax preparation and accounting business, since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based approach, combining in-house portfolio management with third-party strategies and technology platforms.

David Epolito is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at KeyBank for 20 years. Outside of financial advising, he works as a laborer for SMG, managing operations at arenas and amphitheaters. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide portfolio management and related advisory services.

Randy Zeigler is a financial advisor with Ameriprise Financial Services, holding CFP® and ChFC® designations and possessing 40 years of industry experience. He has worked with Ameriprise since 1986, including 15 years with Ameriprise Financial Services, Inc. Zeigler serves on multiple local boards, including New Covenant Community Church as an elder and treasurer, the Rotary Club of Oswego, Oswego County Community Foundation, and Leave a Legacy of Oswego County. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies developed from proprietary research and third-party data.