Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Philip Valeriano is a financial advisor with National Wealth Management Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including nine years with Wells Fargo Clearing Services and seven years with Wells Fargo Advisors. He is a 50% owner and active collaborator in Valeriano & Son LLC, a fee-only registered investment adviser based in Las Vegas. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm’s approach is individualized and long-term focused, with advisors delivering tailored strategies across various asset classes using multiple advisory platforms and custodians.

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Investments, Cadaret Grant & Co., Inc., and Quickline Capital Partners. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm manages approximately $278 million in client assets and incorporates a structured investment process with an emphasis on faith-based, Biblically Responsible Investment screening.

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.

Steven Gottlieb is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Gottlieb provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Daniel Michel is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation before joining Lincoln Investment in 2017. Outside of his advisory role, Michel is president and treasurer of Michel Tax & Accounting Service, Inc., which provides tax preparation and business management services. 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, retirement plans, charitable organizations, and corporations, offering a range of financial planning and portfolio management services that include advisor-managed and third-party strategies.

Jeffrey Petroske is a financial advisor with TIAA-CREF in Baldwinsville, NY, holding Series 63 and 65 designations and six years of industry experience. His prior roles include positions at M&T Securities and M&T Bank, where he worked for seven years each before joining TIAA and TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers a range of advisory services including model- and manager-driven portfolios and acts as adviser to a donor-advised fund.

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.

Brian Clifford is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services and its predecessor entities since 2019. Prior to that, he worked at First Niagara/KeyBank starting in 2010. 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 primarily delivers non-discretionary, model-based wrap programs with oversight from internal committees and operates as part of a bank-affiliated group.

Carolyn Barnaba is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Her career includes roles at KeyBank and Empower Federal Credit Union. 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 employs third-party managers to implement trades within selected models.

Julie Carr is a financial advisor with Lincoln Investment, holding a Series 63 designation and 14 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, and Mutual of Omaha. Outside of her advisory work, she serves as vice president and office manager at Michel Tax & Accounting Service, where she oversees daily operations and prepares income tax returns. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, custom portfolio management, and access to third-party managers through both discretionary and non-discretionary accounts.

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.

Jeffrey Bryce is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Bank and Citizens Securities, Inc. since 2015. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers, supported by internal committees for product due diligence and investment advisory oversight.

Paul Colligan is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Outside of his advisory role, he serves on the advisory board for the University of New Haven's Micro MBA program and is involved with the Concussion Legacy Foundation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Sharon Charles is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. She holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Nicholas Purchiaroni is a financial advisor with LPL Enterprise, holding a Series 63 designation and 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through its affiliated insurance agency.

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.

Lucas Humphries is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent three years at White's Travel Center. Outside of advising, he operates a small eBay selling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.