James Connell Jr. is a financial advisor with TLG Advisors, Inc. and holds a Series 63 designation. He has 34 years of industry experience, including roles at The Leaders Group, Inc. since 2014 and at James V Connell Associates since 2011. Outside of his advisory work, he is involved in managing and recruiting for insurance-related businesses. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional and digital investment programs through a network of independent representatives and sub-advisors.

Furqan Hassan is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Premier Client Group. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms alongside a Managed Account program.

Raymond Durant is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at TIAA-CREF and Missionsquare Retirement before joining KeyBank and Key Investment Services in 2026. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by model selection and ongoing monitoring, with access to third-party discretionary managers and a corporate structure integrated within the KeyCorp group.

Sandra Bennett is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm also acts as investment adviser to the TIAA Donor Advised Fund and offers a range of managed account options including both model-based and customized portfolios.

Kevin Visconti is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has held roles at Cadaret, Grant & Co., Inc. and is co-owner of Diversified Capital Management, LLC, as well as an Investment Adviser Representative of ETFIDEA, LLC. His activities include fixed insurance sales and providing asset management and financial planning services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management resources to affiliated advisors.

David Levy is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 credential with four years of industry experience. He previously worked at Hornor, Townsend & Kent, LLC and has experience in life insurance brokerage as a non-selling registered assistant focused on special needs planning. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers digital and managed account advisory programs and operates as both a broker-dealer and insurance agency.

William Dinneny is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, with four years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank, First Republic Investment Management, Merrill, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Andrew Bartholomew is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and performs due diligence on third-party advisory products while leveraging its affiliation with the KeyCorp group.

Joseph Caiello is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with New York Life Insurance Co. since 2007 and has owned Crystal Clear Financial Group LLC since 2012. Outside of his advisory work, he owns a cryptocurrency investment business and is involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dustin Smith is a financial advisor at Citizens Securities, Inc. based in Syracuse, NY, holding Series 63 and Series 65 designations with 29 years of industry experience. His career includes roles at City National Bank and RBC Capital Markets. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program.

Hillary Beldue is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 credentials with 11 years of industry experience. She has been with Citizens Securities since 2015 in various roles. Outside of her advisory work, she serves as a trustee for a Supplemental Needs Trust and is a Notary Public. 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 provides a digital advisory program based on proprietary algorithms as well as managed accounts, and operates as a broker-dealer and insurance agency.

Brian Hoeckh is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Citizens Securities since 2010. 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, brokerage, and insurance services, including a digital advisory platform utilizing proprietary algorithms and a Managed Account program.

Mark Popp is a CFP® professional with seven years of industry experience, currently affiliated with Janney Montgomery Scott. He has held multiple roles within the firm since 2018. Outside of his advisory work, he is involved with several nonprofit and community organizations, including serving as co-chair of a fundraising event for the McMahon Ryan Child Advocacy Center, a board member of the Westhill Educational Foundation, and a member of the Rotary Club of Camillus. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management, offering brokerage services, financial planning, and advisory programs.

Maxwell Bobrycki is a financial advisor with Eagle Strategies (NY Life) in Dewitt, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has previously worked at Crystal Clear Financial Group LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2015. Bobrycki serves as a board member of the NAIFA Syracuse chapter, where he organizes meetings and helps increase membership. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Jordan Hamilton is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citizens Bank, Verizon, Best Buy, and Onondaga Community College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices combined with non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets entities.

Turkessa Amoah is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Scott Lombardo is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services, KeyBank, LPL Financial, and M&T Securities. Key Investment Services LLC serves individuals including high-net-worth clients, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client direction in model selection, provides ongoing monitoring, and intermediates access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated financial entities.

Sean Connor is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Rockefeller Capital Management and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms and a Managed Account program.

Brian Hayner is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Citizens Securities since 2005. Outside of his advisory role, he is a partner in a rental property company. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Sonnet Loftus is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with Commonwealth Financial Network and has prior experience at Michael Roberts Associates and Cadaret, Grant & Co., Inc. She is a partner and part owner of Michael Roberts Associates, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including managed model portfolios and personalized indexing, while providing operational and compliance support to affiliated advisors.