James Finlay is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has spent several years with Citizens Securities and Citizens Bank in various roles since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm has both a digital advisory program utilizing ETF-based portfolios via proprietary algorithms and a Managed Account program.

Andres Cano is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been associated with KeyBank and Key Investment Services in various capacities since 2016. Outside of his advisory role, Cano serves as a director for Advocates, Inc., a nonprofit organization supporting families with children with disabilities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee offerings, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and leveraging affiliations with KeyBank and KeyBanc Capital Markets.

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.

Ryan Falsone is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Key Investment Services, Key Bank National Association, HSBC, Northwest Bank, and Collins & Collins LLC. He also worked at Hobart & William Smith Colleges for four years. Citizens Securities serves individual and high-net-worth investors with investment advisory, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

William Kriesel is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. His prior work includes roles at B&C Planning Services LLC, ETFIDEA LLC, Cadaret, Grant & Co., Inc., and Diversified Capital Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

Bradley Aldrich II is a Chartered Financial Consultant (ChFC®) with 11 years of industry experience. He has worked with Eagle Strategies (NY Life) since 2020 and has been affiliated with NYLIfe Securities, LLC and New York Life Insurance since 2014. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

David Reynolds is a CFP® professional with 25 years of industry experience, currently advising at Citizens Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses and is based in Syracuse, NY. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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.

Stephen Rockhill is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 65, Series 63, and Series 66 licenses and possessing 26 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, incorporating both digital ETF-based portfolios managed with proprietary algorithms and traditional commission-based brokerage activities.

Delanie Di Donato is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley for three years before joining Citizens Securities, where she has served since 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Diana Mcbride is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds the 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 serves individuals, high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

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® with 18 years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked for 15 years at Commonwealth Financial Network. Zaika is also involved in fixed insurance sales through Diversified Wealth Strategies, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Jackson Denue is a financial advisor at TIAA-CREF based in Syracuse, NY, holding a Series 66 designation with two years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2024 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary portfolio management.

Cindy Ziegler is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Citizens Securities since 2005. Outside of her advisory role, she serves as a power of attorney for two individuals and assists with bookkeeping and administration for a family business on a limited basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios tailored through proprietary algorithms and client risk assessments, in addition to a Managed Account program.

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.

Justin Owens is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 credential and five years of industry experience. Before joining Citizens Securities in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2021 to 2023. He serves as a mentor for adults with developmental disabilities through Advocates Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s investment approach includes a digital advisory program using ETF-based portfolios guided by proprietary algorithms and client risk profiles.

Annie Baker is a financial advisor with Commonwealth Financial Network based in Syracuse, NY. She holds a Series 66 designation and has six years of industry experience, all of which have been with PBJ Wealth Management. Outside of her advisory role, she serves as a board member of Geddes Federal Savings & Loan Association. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers discretionary and nondiscretionary managed account programs and access to third-party asset managers while providing custody, clearing, and back-office services.

Noble Cator Szymanski is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His background includes service in the United States Marine Corps, as well as coaching at Greek Peak Mountain Resort. Prior to joining Lincoln Investment, he worked at LPL Enterprise and the University at Buffalo. 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 investment programs through both discretionary and non-discretionary strategies, managing approximately $22.9 billion in advisory assets as of December 2025.

Marie Norkett is a CFP® professional with five years of industry experience, currently serving at Creative Planning since 2025. Her prior roles include positions at Sageview Advisory Group, Capital One, United Income, Blue Ocean Strategic Capital, and The Carta Group/Community Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques.