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.

Chad Wilkinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Kestra Advisory, NFP Securities, and the P & A Group. Outside of his advisory work, he is co-owner of several farming-related businesses, including G Wilkers Milkers, LLC and Wilkholm Farm, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 3,150 advisors. The firm provides a range of advisory programs and services, along with operational, trading, technology, and compliance support, enabling advisors to offer customized portfolio solutions and access to model portfolios managed by its Investment Management and Research team.

Ryan Bachman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, alongside eight years of service in the United States Army. He is also a member of the New York National Guard. Park Avenue Securities LLC serves a diverse retail client base with brokerage, advisory, and consulting services, employing a range of investment strategies through proprietary and third-party platforms, including digital advice solutions. The firm manages approximately $15 billion in regulatory assets under management and supports both discretionary and non-discretionary accounts with various investment and lending options.

Michael Curtis is a CFP® and ChFC® with 43 years of experience in the financial services industry. He was affiliated with Commonwealth Financial Network from 2023 to 2024 and previously worked at MCC Financial Services Inc. and Cadaret, Grant & Co., Inc., with a long tenure at Provident Mutual Life Insurance Co. Curtis retired in 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a range of customizable portfolio solutions and operates as a back-office platform provider under its supervision.

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.

Raymond Luce III is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and has worked previously at Reliance Capital Management and Cadaret, Grant & Co., Inc. Outside of finance, he is involved as a sports and fitness coach. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Austin Mcintosh is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and concurrently holds positions at M&T Bank, including branch manager and notary roles. His background also includes internships and community involvement with the Upstate Minority Economic Alliance and CNY Centro. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and institutions. The firm supports investment advice with an in-house research team and provides a broad range of delivery options, from financial planning to third-party asset management.

Stanley Warner is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with multiple firms including Avantax Planning Partners and Longhi Financial Inc., and maintains a CPA practice specializing in tax preparation and accounting. Warner also serves on the board of directors for MMI Prep School. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with fiduciary and retirement plan capabilities.

Nicholas Barnes is a CFP® professional with 13 years of industry experience, currently advising at Cetera. His prior experience includes roles at Avantax Planning Partners, MML Investors Services, and Prudential Securities. He holds a city council position in Fulton, NY, where he serves as a local public official addressing community concerns. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing advisor-managed accounts, firm-sponsored models, and third-party solutions.

Jennifer Reed is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she is involved in wedding photography and contributes part-time to the Disabled Persons Action Organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Kristin Walts is a financial advisor with LPL Financial in East Syracuse, NY, holding a Series 63 designation and 13 years of industry experience. She has worked at LPL Financial and NBT Bank since 2017 and previously at Scottrade from 2016 to 2017. Outside of her advisory role, she is involved with NBT Insurance Agency, LLC, focusing on non-variable insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory operations with insurance and lending products.

Paul Myles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025 and has over a decade of experience as a licensed real estate salesperson with JF Real Estate. Outside of advisory work, he is involved in real estate sales and leasing in Syracuse, NY, and participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.

Morgan Hodinger is a financial advisor at Primerica Advisors with experience dating back to 2017. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Primerica Financial Services. His background also includes roles in education and hospitality. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a network of about 3,700 advisors. The firm offers model-based investment strategies delivered by third-party asset managers and supports trade execution and custody through established financial institutions.

Nathan Kinne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, Kinne has served with the City of Batavia Fire Department since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm manages third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Rochelle Peabody is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Constellation, Exelon Corporation, and Entergy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Cameron Borowiec is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2016. Outside of his advisory role, Borowiec owns Nailed It Remodeling, LLC and works seasonally as a ski and snowboard instructor at HoliMont Ski Resort. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

Bethany Nassimos is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at BNY Mellon, Cadaret, Grant & Co., Inc., The Investment Center Inc., and IC Advisory Services Inc. Outside of her advisory role, she volunteers as a Girl Scout troop leader with the Girl Scout of NYPENN council. 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 variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.