James Keller III is a financial advisor with Key Investment Services LLC in Camillus, NY. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Principal Securities and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that provides 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 employs a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates.

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.

Sarah Puff is a financial advisor at GWN Securities Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2013. In addition to her advisory role, she is licensed as an agent for life, health, disability, and long-term care insurance, assisting clients in selecting suitable insurance policies as part of their overall financial plans. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both traditional and momentum-based investment strategies.

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.

Michael Murphy is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, NY, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2009 and operates Murphy Financial Group, focusing on New York Life products and brokering non-registered insurance products. Murphy serves on the Upstate Foundation Professional Advisory Board and the Upstate University Hospital Foundation Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and benefit plans, and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Noble Cator Szymanski is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, as well as served in the United States Marine Corps. Outside of his advisory role, he coaches sports and fitness at Greek Peak Mountain Resort. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and access to third-party managers.

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.

Howard Moskow is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2017 and previously was with Legend Advisory Corporation and Legend Equities Corporation for a combined 31 years. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs third-party managers.

David Rutkowski is a CFP® professional with 39 years of experience in the financial services industry, currently working at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation spanning over two decades. Outside of advisory work, he owns and operates an income tax preparation business and serves as co-trustee and investment advisor for a family trust. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team.

Michael Jennings is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Stratos, he worked at Equitable Advisors and AXA Advisors, and earlier in his career, he was employed by the U.S. Department of Homeland Security. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services through an open-architecture platform that integrates multiple third-party managers and includes discretionary and non-discretionary portfolio management.

Reanna Wenham is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at RBC Capital Markets, LLC for 13 years. She is based in Syracuse, NY. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing managed account services, employing a fiduciary standard for its registered investment advisory services.

John Nanosky II is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including PointGuard Advisors, Lion Street Financial, and AXA Advisors. Integrity Alliance is an enterprise advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and both wrap and non-wrap programs.

Scott Stevens is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes prior roles at Mutual of Omaha Investor Services, Inc. and LPL Financial, LLC. Stevens operates Eastgate Financial Group, an investment-related business in Syracuse, NY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary approaches with access to proprietary and third-party investment strategies.

J Kenneth Mcinerney Jr. is a financial advisor with Lincoln Investment in Syracuse, NY, holding a Series 63 license and over 35 years of industry experience. His prior roles include extensive tenures at Legend Equities Corporation and Legend Advisory Corporation. He also owns a tax preparation service focused on personal income taxes and serves as treasurer and board member for the New York State Certified Swimming Officials Association. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, 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 constructs strategic and adaptive model portfolios.

Antonio Benedetti is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Eagle Strategies, NYL Securities LLC, and New York Life Insurance Company. Prior to entering financial services, he was involved with Benedetti Builders LLC for four years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Andrew Murphy is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, NY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLIFE Securities LLC, and operating Murphy Financial Group, through which he sells New York Life products and services. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and mostly non-discretionary asset management.

Matthew Bird is a financial advisor with Lincoln Investment in Syracuse, NY, holding Series 63 and Series 65 designations and four years of industry experience. He has previously worked at Capital Analysts and has a background in the automotive sales industry. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth clients, trusts, charities, and retirement plans, including educators. The firm employs a proprietary Investment Management & Research team to build strategic model portfolios and offers both advisor-led and firm-managed solutions across various platform options.

Matthew Siegel is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and Sterling Oak Wealth Management. 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 through a multi-provider platform model, emphasizing non-discretionary management and integration with KeyCorp affiliates.