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.

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.

Zackery Guerrero is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. Prior to joining Principal, he worked at Equitable Advisor, LLC and has held various roles in insurance and retail sectors. He is also engaged in outside sales related to life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, 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.

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.

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 prior roles include positions at TIAA-CREF and Missionsquare Retirement. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and utilizes a multi-provider model combining internal and third-party portfolio management resources.

Jeffrey Bryce is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2018, following roles at Citizens Bank and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs with a multi-provider model that includes discretionary implementation by Envestnet and portfolio design by Key Wealth Chief Investment Office and third-party managers.

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.

Donald Abernethy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. He has held roles at several firms including Wealth-Rx, Lion Street, Inc., and Cadaret, Grant & Co., Inc. Outside of advising, he serves as secretary/treasurer of the Golfen Cavaliers, a social golf club, and owns business consulting and professional networking ventures. Integrity Alliance, LLC provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through multiple platforms and investment approaches.

Reginald Grandjean is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was associated with Legend Advisory Corporation and Legend Equities Corporation for a combined total of nearly four decades. Outside of advisory work, he has been involved as a vice president and 40% owner of a payroll services company. Lincoln Investment Planning, LLC is a large enterprise 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, advisor-led consulting, and portfolio management supported by an in-house investment management team and third-party managers.

Andrew Bartholomew is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 65 licenses and bringing 20 years of industry experience. He has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining discretionary implementation with strategist portfolios overseen by a Product Due Diligence Committee, integrating services from KeyCorp affiliates.

Jeffrey Chapman is a ChFC® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2021. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a partner at Legacy Wealth Advisors of NY, a full-service financial firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

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.

Todd Cross is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Tucker-Haskins and Associates, MML Investors Services, MassMutual Life Insurance Co., NYLIFE Securities LLC, and New York Life. Outside of advising, he has served as a field trainer for insurance agents at Bankers Life & Casualty, Inc. and has worked as a grocery delivery shopper. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Mark Popp is a CFP® with eight years of industry experience, currently advising clients at Janney Montgomery Scott. He was self-employed for seven years before joining Janney in 2018. Outside of his advisory role, he is involved in several community organizations, including serving as co-chair of a fundraising event for the McMahon Ryan Child Advocacy Center, a board member and secretary there, a member of the Rotary Club of Camillus, and a board member of the Westhill Educational Foundation. 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 and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple 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 in Syracuse, NY, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Key Investment Services, he worked at Citizens Bank and has additional experience in the telecommunications and retail sectors. 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 and utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Karsen De Pasquale is a financial advisor at Farther with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Farther, Karsen held roles at Korn Capital Management, DePasquale Capital Inc., and Romero Capital. Outside of financial services, Karsen's work history includes positions at DoorDash, Tim Horton's, D.P. Dough, and Falconer Central School District. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual equities.