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.

Stephen Rockhill is a financial advisor at Citizens Securities, Inc. with Series 63, 65, and 66 licenses and 26 years of industry experience. He has previously worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, Scottrade, and Morgan Stanley. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program using proprietary algorithms and discretionary managed accounts.

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.

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.

Julie Carr is a financial advisor with Lincoln Investment in Baldwinsville, NY, holding a Series 63 designation and 14 years of industry experience. Her career includes roles at Legend Advisory Corporation and Legend Equities Corporation, as well as ongoing work in tax preparation as vice president of Michel Tax & Accounting Service. She also has experience in life insurance sales. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm uses an in-house Investment Management & Research team to develop strategic portfolios and operates a layered delivery model combining advisor-led relationships with model portfolios and third-party managers.

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.