Lee Loomis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with New York Life Insurance Co. and NYLIFE Securities, LLC. Outside of his advisory role, Loomis serves as an officer for Gideons International, an organization distributing Bibles to various institutions. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Marriott Wells is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Citizens Securities in 2021, he worked at Edward Jones from 2019 to 2021. 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 utilizes both a digital advisory platform and traditional managed accounts, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Christopher Harris is a financial advisor at Lincoln Investment with 48 years of industry experience. He holds a Series 63 designation and has previous experience at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is a member and owner of LADY DI LEGEND LLC, a holding company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs that utilize both strategic and tactical investment approaches.

George Nardone is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc. and Diversified Capital. Outside of his advisory roles, he serves as Director of Operations at Eastwood Dental Office, PC. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Richard Hulburd is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His career has been entirely with Citizens Bank and its affiliated entities since 2014. Outside of his advisory role, he operates a YouTube channel focused on weather reporting and storm chasing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides various investment programs, including a digital advisory platform that uses ETF-based portfolios guided by proprietary algorithms and client risk assessments.

Rachel Roney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has worked at Commonwealth since 2019 and co-owns Michael Roberts Associates Inc., where she has been involved since 1997. Outside of her advisory role, she is Vice President and co-owner of Back Beat, Inc., a private entity unrelated to investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a variety of managed account programs, access to third-party asset managers, and custodial services, supporting advisors in portfolio implementation through both internal and external resources.

Michael Kasch is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. Kasch has been affiliated with New York Life and its related entities since 2005 and also operates Crystal Clear Financial Group, LLC. Outside of his advisory work, he coaches 16U softball and serves as a high school softball umpire in the Syracuse area. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring solutions to client goals, with the majority of its assets managed on a non-discretionary basis.

Derek Hayner is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation. He has one year of industry experience and previously worked in retail and automotive sectors, including roles at BMW of Rochester and Delta Sonic. Citizens Securities serves a broad retail client base with investment advisory, brokerage, and insurance services. The firm offers digital and managed account programs, catering to individual and high-net-worth investors as well as retirement plans.

Gary Sunada is a financial advisor with Eagle Strategies (NY Life) based in Syracuse, NY. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Eagle Strategies in 2025, he has been associated with NYLIFE Securities since 2007 and New York Life since 2006. Outside of his advisory role, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Kristin Holbrook is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Citizens Securities since 2015. 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 alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program utilizing proprietary algorithms and a Managed Account program.

Scott Hueber is a financial advisor with TIAA-CREF in Syracuse, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at TIAA-CREF since 2019 and previously worked at SEI Investments Management Corp and SEI Investments Distribution Co from 2016 to 2019. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates time-limited planning services from ongoing discretionary management, often utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Shane Murphy is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Michael Roberts Associates, Fiscal Advisors & Marketing Inc., Capital Strategy Group, and Cadaret Grant & Co., Inc. In addition to advisory work, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and serves both individual and institutional clients with over $212 billion in assets under management. The firm offers a range of managed account programs, third-party asset management access, retirement consulting, and custody services, providing portfolios through internally managed models or outsourced platforms.

Edward Lynch is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His previous roles include positions at PwC and Citi, as well as work with Animal Mansion. Citizens Securities serves individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, serving a broad retail client base.

Peter Schneider is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and Axa Advisors, LLC. Schneider is also the owner of Schneider Wealth Management Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including discretionary model portfolios, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance resources.

Timothy Odell is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, he worked at Equitable Advisors, LLC and has served in the United States Army Reserve since 2024 as a Medical Operation Officer. His background also includes military service in the United States Army and Air Force Reserve. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both investment advisory programs and brokerage and insurance services, featuring a digital advisory platform and managed account programs.

Joseph Feeney is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors, LLC. Citizens Securities serves a diverse retail client base, including individual investors, high-net-worth individuals, and retirement plans, offering both advisory programs and brokerage and insurance services. The firm operates a digital advisory program using proprietary algorithms alongside commission-based brokerage and non-discretionary services.

Meghan O'Brien is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining Commonwealth, she worked five years at PBJ Wealth Management and has a background including roles in education and the hospitality sector. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad range of services including managed-account programs, access to third-party asset managers, and custody and clearing services.

Joseph Bethmann is a financial advisor with Principal Financial Services in East Syracuse, NY, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at Legacy Financial Group and Associates, Union Financial, and BCA Wealth Advisors. Outside of his advisory work, Bethmann is also licensed as a real estate agent, assisting clients with buying and selling homes. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through distinct advisory and promoter arrangements.

Elijah Geariety is a financial advisor with Commonwealth Financial Network in DeWitt, NY. He holds Series 63 and Series 66 licenses and has been in the industry since 2023. His prior experience includes roles at Northwestern Mutual and Keim Asset Management, as well as work in education and service industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party managers, retirement and plan consulting, and custody/clearing services.

Vicki Brackens is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including five years with Lincoln Financial Advisors. Outside of her advisory work, she is involved in a game design venture focused on financial literacy in collaboration with Syracuse University and serves as a university advisor for The Lender Center for Social Justice at Syracuse University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.