Christopher Harris is a financial advisor at Lincoln Investment with 48 years of industry experience. He holds a Series 63 designation and has previous experience at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is a member and owner of LADY DI LEGEND LLC, a holding company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs that utilize both strategic and tactical investment approaches.

George Nardone is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc. and Diversified Capital. Outside of his advisory roles, he serves as Director of Operations at Eastwood Dental Office, PC. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Richard Hulburd is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His career has been entirely with Citizens Bank and its affiliated entities since 2014. Outside of his advisory role, he operates a YouTube channel focused on weather reporting and storm chasing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides various investment programs, including a digital advisory platform that uses ETF-based portfolios guided by proprietary algorithms and client risk assessments.

Derek Hayner is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation. He has one year of industry experience and previously worked in retail and automotive sectors, including roles at BMW of Rochester and Delta Sonic. Citizens Securities serves a broad retail client base with investment advisory, brokerage, and insurance services. The firm offers digital and managed account programs, catering to individual and high-net-worth investors as well as retirement plans.

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.

Kristin Holbrook is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program utilizing proprietary algorithms and a Managed Account program.

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.

Riley La Vancha is a CFP® professional with one year of industry experience, currently serving at Bankers Life Advisory Services, Inc. Prior to this, Riley worked at Rockbridge Investment Management, LLC. Outside of the financial industry, Riley serves on the board of a nonprofit organization, Devins Rec Room, which supports individuals in alcohol or drug recovery in Syracuse, NY. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Mark Banac is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Banac has worked with various entities within the Bankers Life group since 2019. Outside of advisory services, he is an appointed insurance agent for Bankers Conseco Life Insurance Company of New York, where he sells life insurance, Medicare, and annuity products. 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. The firm emphasizes individual client service and integrates affiliated broker-dealer and insurance resources in its offerings.

Edward Lynch is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His previous roles include positions at PwC and Citi, as well as work with Animal Mansion. Citizens Securities serves individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, serving a broad retail client base.

Timothy Odell is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, he worked at Equitable Advisors, LLC and has served in the United States Army Reserve since 2024 as a Medical Operation Officer. His background also includes military service in the United States Army and Air Force Reserve. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both investment advisory programs and brokerage and insurance services, featuring a digital advisory platform and managed account programs.

Joseph Feeney is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors, LLC. Citizens Securities serves a diverse retail client base, including individual investors, high-net-worth individuals, and retirement plans, offering both advisory programs and brokerage and insurance services. The firm operates a digital advisory program using proprietary algorithms alongside commission-based brokerage and non-discretionary services.

Meghan O'Brien is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining Commonwealth, she worked five years at PBJ Wealth Management and has a background including roles in education and the hospitality sector. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad range of services including managed-account programs, access to third-party asset managers, and custody and clearing services.

Vicki Brackens is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including five years with Lincoln Financial Advisors. Outside of her advisory work, she is involved in a game design venture focused on financial literacy in collaboration with Syracuse University and serves as a university advisor for The Lender Center for Social Justice at Syracuse University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Nicholas Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Abigail Stevens is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Auburn Community FCU and Visions Federal Credit Union. Outside of her advisory career, she has experience working in educational and community organizations, including Le Moyne College and the Skaneateles Library Association. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and nonprofits. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

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.

Sharon Charles is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. She holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Michael Jim is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.