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.

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.

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.