Brynner Holland is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as prior work in the automotive and pet care industries. Outside of advisory work, he manages a short-term rental property through Vrbo. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Larry Daigneau is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and 24 years of industry experience. His prior work includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 2002 to 2017. Outside of advising, he owns and operates Money Map Mentors, an S-Corporation established to manage payroll and provide income stability. Capital Analysts serves a diverse client base including individual investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and custom investment solutions through a combination of in-house discretionary management and advisor-managed portfolios, supported by proprietary research and institutional partnerships.

Michael Caputo is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Crystal Clear Financial Group, NYLIFE Securities, and New York Life Insurance. Outside of financial services, he previously worked with Outfit Your Logo and Pavones Pizza. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types, with the majority of assets managed on a non-discretionary basis.

Anthony Markusz is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Heritage Wealth Advisors, Ameriprise, and Equitable Advisors. In addition to his advisory role, he is a licensed real estate salesperson involved in listing and selling homes in Syracuse, NY. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model separates defined planning services from ongoing discretionary management and includes offerings of both model and customized portfolios.

Gregory Sabo is a financial advisor with Lincoln Investment in Syracuse, NY, holding a Series 63 license and bringing 17 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside his advisory role, he operates a seasonal tax preparation and planning service for individuals and small businesses. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Paul Madden is a financial advisor with Janney Montgomery Scott in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2015 and concurrently serves in the United States Air Force. Outside of his financial career, Madden is a basketball official with IAABO Board 38, refereeing high school basketball games. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Adam Gould is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He currently works at Key Investment Services LLC and has previously held positions at KeyBank, Key Capital Bank, Wells Fargo Clearing, Merrill, Bank of America, Citizens Securities Inc., LPL Financial, and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model to deliver portfolio management and model-based advisory products, integrating offerings from KeyCorp affiliates and emphasizing non-discretionary asset management.

Kyle Jones is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with New York Life Insurance Co. and its related entities since 2016 and also operates Crystal Clear Financial Group, LLC. Outside of his advisory work, Jones serves as a referee for both lacrosse and basketball games through regional officials associations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alec Hoke is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, and First Allied Advisory Services, Inc. He is also president and principal of Beacon Wealth Strategies, LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

David Beam is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Key Investment Services since 2020, following five years at TIAA-CREF. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and operates a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

Bradley Aldrich II is a ChFC®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Eagle Strategies (NY Life) and has been with New York Life and its related securities entities since 2014. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis.

Anthoni Pope is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 licenses and previously served in political and community roles, including volunteer work with the Onondaga Democratic Committee. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and manages a substantial majority of its assets on a non-discretionary basis.

Lisa Thurston is a financial advisor at Mariner with eight years of industry experience. She holds a Series 63 designation and has worked previously at firms including OSAIC, Securities America Advisors, Stratos Wealth Partners, LPL Financial, First Allied Securities, and Retirement Income Analysts. Outside of advising, she is involved as a distributor of Young Living Essential Oils and works as an individual agent assisting clients with Medicare Advantage plan selections. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining in-house research with third-party managers and integrating tax and accounting services uncommon for a firm of its size.

Tarky Lombardi is a financial advisor at Mariner with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Mariner in 2025, he worked at Key Investment Services LLC and KeyBank. His background also includes roles outside of finance, such as employment at Steve Madden and Mario & Salvo's Pizza, as well as academic positions at Syracuse University and High Point University. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm utilizes customized, discretionary portfolios managed by an Investment Committee, integrating in-house research with third-party managers across a wide range of asset classes, and offers specialized services like Core Family Office solutions and employer financial-wellness tools.

Diana Mcbride is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017. Her prior experience includes roles at Llegend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic model portfolios and dynamic AIM strategies.

Russell White is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Bankers Life Securities, Inc., New York Life Insurance Co, and earlier positions outside finance at Uber and Christian Brothers Academy. He serves as a board member of CNYSME, a networking organization for Syracuse sales executives. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

William Zaika is a CFP® professional with 19 years of industry experience. He is currently with Farther and was previously with Commonwealth Financial Network for 15 years. Zaika is also involved in fixed insurance sales through Diversified Wealth Strategies, LLC. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm applies Modern Portfolio Theory using proprietary models and algorithmic rebalancing, employing a variety of investment vehicles including ETFs, mutual funds, and individual securities.

Jackson Denue is a financial advisor with TIAA-CREF in Syracuse, NY, holding a Series 66 designation and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory roles, he has experience working at Green Hills Farm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operating within a vertically integrated model that includes affiliated funds and acts as adviser to a donor-advised fund.

Kristian Vartabedian is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms including LPL Financial, M&T Securities, Empower Federal Credit Union, CUSO Financial Services, Morgan Stanley, and Bankers Healthcare Group. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model supported by KeyCorp affiliates, offering primarily non-discretionary, percentage-of-AUM wrap fee programs with integrated custodial, trade execution, and insurance services.

Sean Oconnor is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 63 designation and has worked at Principal Securities Inc since 2018, following prior roles at Principal Life Insurance Company, Ephesus, and Time Warner. Outside of his advisory work, he is also licensed as an insurance agent focusing on life, disability, annuities, health, long-term care, and Medicare-related products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various adviser and promoter arrangements.