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.

Allan Lallier is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2001. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides ongoing portfolio management as well as point-in-time planning services and acts as adviser to a donor-advised fund through affiliated services.

Stephanie Osborn is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at CG Capital, Commonwealth Financial Network, Royal Alliance, and Advanced Group Financial Services, LLC. She also provides administrative support to Osaic representatives operating as Plan Wisely Wealth Advisors. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.

Lawrence Mantle is a financial advisor with Equitable Advisors in New Hartford, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party managers. The firm uses a hybrid referral and implementation model that incorporates external program sponsors and offers tailored advisory services based on documented client goals and risk tolerance.

Jay Scienza is a financial advisor with LPL Financial based in New Hartford, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at NBT Bank, Bank of America, Merrill, and Key Investment Services. Outside of advisory work, he is involved with NBT Insurance Agency, focusing on non-variable insurance products. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and a variety of investment strategies tailored to client needs.

Adam Ayouch is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2015, having also worked at Axa Advisors, LLC during part of that time. Outside of his advisory role, he serves as power of attorney and executor for his grandmother, Marguerite Miller. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Derek Meka is a financial advisor with Osaic Wealth, Inc. based in Herkimer, NY, holding a Series 63 designation and bringing 12 years of industry experience. His career includes roles at firms such as Prudential Insurance Company of America and The Vermont Agency. Outside of his advisory work, he is a co-owner of Superior Fence Company and a member of the Kiwanis Club of Frankfort, participating in community fundraising activities. Osaic Wealth, Inc. provides advisory and brokerage services to a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization tools, supporting a wide range of investment options across multiple custodial platforms.

Salvatore Valente is the principal of The Valente Group LLC in Herkimer, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He also serves as Chief Marketing Officer at Heidelberg Group, Inc., a separate business where he negotiates contracts with trade partners. Additionally, Valente is a licensed insurance agent involved in life and health insurance sales. The Valente Group LLC provides financial planning and portfolio management services to individual clients, high-net-worth individuals, and business entities. The firm emphasizes individualized asset allocation with a focus on value, safety, quality, and risk control, primarily managing client accounts on a non-discretionary basis.