Richard Lavoie is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2014 and currently operates StillWater Planning Group. Outside of advisory work, he is involved in fixed insurance sales and owns several private entities related to securities and real estate management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

Pamela Tierney is a financial advisor with Primerica Advisors in Geneva, NY, holding a Series 63 designation and 31 years of industry experience. She has been with Primerica Advisors since 1999 and also has long-term associations with Pony Express & Company and The Guardian Life Insurance Company. Outside of her advisory role, she serves as a trustee for a family account and acts as an estate administrator. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates multiple strategies, including discretionary and non-discretionary account management.

Robert Koczent Jr. is a financial advisor with LPL Financial in Penn Yan, NY, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with LPL Financial since 2004. Additionally, he serves as Vice President and Director of Financial Services at Lyons National Bank. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Joseph Topichak is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at INVEST Financial Corp. and Community Bank, NA. Outside of his advisory role, he serves as an advisory board member for the Live Like Levi Foundation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

William Henry is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1997, totaling 28 years of industry experience. He is based in Penn Yan, NY. Outside of his advisory role, he holds ownership interests in natural gas royalties and commercial rental property, and has family involvement in real estate acquisition and resale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

David Eichenhofer is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at American Portfolios Advisors, American Portfolios Financial Services, HNP Capital LLC, and LPL Financial. He is also an agent involved in selling life and term insurance as well as annuities. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization and offers a wide range of investment options and advisory programs.

William Hudson is a financial advisor at Raymond James & Associates with 40 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Raymond James in 2024. Hudson holds Series 63 and Series 65 licenses. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

Dominec Yanniello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a team of over 14,000 financial advisors.

Christopher Vaughan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Insight Financial, where he is also a co-owner. Vaughan is based in Keuka Park, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Hansen is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Insurance Services. In addition to his advisory role, Hansen operates a tax preparation and accounting business under his own name. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Joseph Gontarz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked with Insight Financial since 2010 and Cadaret, Grant & Co., Inc. from 2010 to 2025. Outside of his advisory role, he is involved with Halls Homes and Lumber in Tioga, PA. 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 wide range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

Benaiah Henry is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 14 years in manufacturing automation systems. He also assists with accounting and taxes for his wife's small farm business in Horseheads, NY. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of investment strategies and fiduciary services, supported by a nationwide network of more than 23,000 advisors.

John Leahy is a financial advisor with Ameriprise in Romulus, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary Recommendation Reports that incorporate Social Security, tax, and withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and delivers its service through a centralized consulting team in partnership with advisors like Leahy.

Anders Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Columbia Threadneedle Investments and UBS Financial Services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Leslie Troisi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. Prior to joining LPL Financial in 2025, Troisi was associated with Insight Financial and Cadaret, Grant & Co., Inc. Troisi is also involved with The Villa On Esperanza, a real estate rental business in Keuka Park, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of financial planning, model-portfolio advisory programs, and third-party asset management solutions, supported by an in-house research team and a large network of investment adviser representatives.

Albert Troisi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 17 years with Cadaret, Grant & Co., Inc., alongside a long tenure at Insight Financial. Outside of finance, he is active as an artist and musician. 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 range of investment solutions supported by an in-house research team and a broad platform that combines advisory and non-advisory products.