Noble Cator Szymanski is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Enterprise, the University at Buffalo, and service in the United States Marine Corps. Outside of financial advising, he coaches sports and fitness at Greek Peak Mountain Resort. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and consulting services supported by an in-house Investment Management & Research team and a network of 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.

Thomas Westers is a financial advisor with Commonwealth Financial Network based in East Syracuse, NY. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he worked at Pennsylvania State University, Harrisburg Campus, and has experience in education and recreational services. 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 operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its 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 at Stratos Wealth Partners, Ltd with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, AxA Advisors, and the US Department of Homeland Security. Jennings operates in Syracuse, NY. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and offers a variety of programs and platforms across multiple custodians.

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 nine years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at PointGuard Advisors, Lion Street Financial, Citizens Bank N.A., Axa Advisors, and AFN. Integrity Alliance is an enterprise-level firm serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. It offers a range of services such as portfolio management, financial planning, and broker-dealer services through a network of over 300 advisors managing approximately $5.4 billion in assets.

Scott Stevens is a financial advisor with Private Advisor Group, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Private Advisor Group in 2015, he worked at LPL Financial, LLC and Mutual of Omaha Investor Services, Inc. Stevens is involved with Eastgate Financial Group, Inc., an investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

Antonio Benedetti is a financial advisor with Eagle Strategies (NY Life) in De Witt, NY. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he was associated with NYL Securities LLC and New York Life Insurance Company. Benedetti also founded and managed Benedetti Builders LLC from 2018 to 2022. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed 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.

Carl Dattellas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Commonwealth and Diversified Wealth Strategies, LLC since 2008. Outside of his advisory work, he serves as a trust protector for a non-family related client. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, technology, and compliance platforms.

Matthew Siegel is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC, Sterling Oak Wealth Management, and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides oversight through ongoing monitoring and due diligence of third-party advisory products.

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.

Adam Loedel is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations and over 22 years of industry experience. He has been with Private Advisor Group since 2012 and is also affiliated with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that integrates technology platforms and multiple investment strategies while providing clients with access to third-party managers and proprietary 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 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.

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, with prior roles at Citizens Bank and Citizens Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and oversight, and operates within the KeyCorp group with affiliations that provide a broad range of financial services.

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.