Donald Abernethy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. He has held roles at several firms including Wealth-Rx, Lion Street, Inc., and Cadaret, Grant & Co., Inc. Outside of advising, he serves as secretary/treasurer of the Golfen Cavaliers, a social golf club, and owns business consulting and professional networking ventures. Integrity Alliance, LLC provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through multiple platforms and investment approaches.

Joseph Caiello is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with New York Life Insurance Co. since 2007 and has owned Crystal Clear Financial Group LLC since 2012. Outside of his advisory work, he owns a cryptocurrency investment business and is involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Crandall is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, M&T Bank, and Citizens Bank. Outside of his advisory work, he is also a commissioned notary public. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm operates a multi-provider platform with discretionary and non-discretionary models, integrating services from KeyCorp affiliates and emphasizing wrap-fee programs.

Mark Popp is a CFP® with eight years of industry experience, currently advising clients at Janney Montgomery Scott. He was self-employed for seven years before joining Janney in 2018. Outside of his advisory role, he is involved in several community organizations, including serving as co-chair of a fundraising event for the McMahon Ryan Child Advocacy Center, a board member and secretary there, a member of the Rotary Club of Camillus, and a board member of the Westhill Educational Foundation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Maxwell Bobrycki is a financial advisor with Eagle Strategies (NY Life) in Dewitt, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has previously worked at Crystal Clear Financial Group LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2015. Bobrycki serves as a board member of the NAIFA Syracuse chapter, where he organizes meetings and helps increase membership. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Jordan Hamilton is a financial advisor at Key Investment Services LLC in Syracuse, NY, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Key Investment Services, he worked at Citizens Bank and has additional experience in the telecommunications and retail sectors. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Karsen De Pasquale is a financial advisor at Farther with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Farther, Karsen held roles at Korn Capital Management, DePasquale Capital Inc., and Romero Capital. Outside of financial services, Karsen's work history includes positions at DoorDash, Tim Horton's, D.P. Dough, and Falconer Central School District. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual equities.

Turkessa Amoah is a financial advisor with Key Investment Services LLC holding a Series 66 designation and 12 years of industry experience. Her career includes roles at KeyBank, Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model to deliver its services, integrating offerings from KeyCorp affiliates and emphasizing non-discretionary asset management and percentage-of-AUM wrap fees.

Scott Lombardo is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at KeyBank, LPL Financial, M&T Securities, J.P. Morgan Securities, and Chase Investment Services Corp. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with both discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Lee Loomis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with New York Life Insurance Co. and NYLIFE Securities, LLC. Outside of his advisory role, Loomis serves as an officer for Gideons International, an organization distributing Bibles to various institutions. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Kasch is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. Kasch has been affiliated with New York Life and its related entities since 2005 and also operates Crystal Clear Financial Group, LLC. Outside of his advisory work, he coaches 16U softball and serves as a high school softball umpire in the Syracuse area. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring solutions to client goals, with the majority of its assets managed on a non-discretionary basis.

Gary Sunada is a financial advisor with Eagle Strategies (NY Life) based in Syracuse, NY. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Eagle Strategies in 2025, he has been associated with NYLIFE Securities since 2007 and New York Life since 2006. Outside of his advisory role, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Scott Hueber is a financial advisor with TIAA-CREF in Syracuse, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at TIAA-CREF since 2019 and previously worked at SEI Investments Management Corp and SEI Investments Distribution Co from 2016 to 2019. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates time-limited planning services from ongoing discretionary management, often utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Patrick Newton is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 63 designation and 21 years of industry experience. He has been with Private Advisor Group since 2013. Newton also sells fixed insurance as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms along with third-party managers and TAMPs to implement investment strategies.

Vicki Brackens is a financial advisor with Stratos Wealth Partners, Ltd and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including prior roles at LPL Financial, LLC, Lincoln Financial Advisors, and MSI Financial Services, Inc. Brackens is involved in a game design project focused on financial literacy in conjunction with Syracuse University and serves as a university advisor for The Lender Center for Social Justice at Syracuse University. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions. The firm employs an open-architecture approach with independent adviser representatives providing customized portfolio management and financial planning services.

Gabriel Cuello is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Syracuse, NY. He has been with LPL Enterprise since 2026. Prior to his advisory role, Cuello worked in education at SUNY Albany and Jamesville-Dewitt schools. He is also involved with Housing Visions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, along with various financial planning and insurance-related services.

Edward Vespa is a financial advisor with MassMutual Investors Services in Syracuse, NY, holding a Series 63 designation and having 42 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of advising, he is involved in sales of group life, group health, and disability insurance, as well as life insurance consulting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, offering collaborative, goal-focused advisory relationships without discretionary investment authority.

Abigail Stevens is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2022, she worked at Auburn Community FCU and Visions Federal Credit Union and has experience in both the education and nonprofit sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and offers a variety of advisory programs through a network of Investment Adviser Representatives and third-party asset managers.

Robert Brunette is a financial advisor with Raymond James Financial in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including roles at Planned Results Inc and Raymond James Financial Services, Inc. Brunette is also involved with Planned Results, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting utilizing various analytical tools and maintains a unique affiliation with a municipal advisor to support its municipal and public finance services.

Jennifer Valley is a financial advisor with LPL Financial who holds a Series 63 designation and has 25 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc., Park Avenue Securities, and Guardian Life Insurance. She is involved with Uncommon Financial, Inc., a business entity she manages related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.