Andres Cano is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been associated with KeyBank and Key Investment Services in various capacities since 2016. Outside of his advisory role, Cano serves as a director for Advocates, Inc., a nonprofit organization supporting families with children with disabilities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee offerings, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and leveraging affiliations with KeyBank and KeyBanc Capital Markets.

Kyle Jones is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with New York Life Insurance Co. and its related entities since 2016 and also operates Crystal Clear Financial Group, LLC. Outside of his advisory work, Jones serves as a referee for both lacrosse and basketball games through regional officials associations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Falsone is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Key Investment Services, Key Bank National Association, HSBC, Northwest Bank, and Collins & Collins LLC. He also worked at Hobart & William Smith Colleges for four years. Citizens Securities serves individual and high-net-worth investors with investment advisory, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Alec Hoke is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, and First Allied Advisory Services, Inc. He is also president and principal of Beacon Wealth Strategies, LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

William Kriesel is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. His prior work includes roles at B&C Planning Services LLC, ETFIDEA LLC, Cadaret, Grant & Co., Inc., and Diversified Capital Management. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

David Beam is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Key Investment Services since 2020 and previously at TIAA-CREF from 2015 to 2020. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model strategy selection, provides ongoing monitoring and due diligence of advisory products, and operates within the KeyCorp group with affiliations across KeyBank and KeyBanc Capital Markets.

Bradley Aldrich II is a Chartered Financial Consultant (ChFC®) with 11 years of industry experience. He has worked with Eagle Strategies (NY Life) since 2020 and has been affiliated with NYLIfe Securities, LLC and New York Life Insurance since 2014. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

David Reynolds is a CFP® professional with 25 years of industry experience, currently advising at Citizens Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses and is based in Syracuse, NY. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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 credentials and two years of industry experience. His background includes roles at Key Investment Services LLC, KeyBank, and Everest Consultants LLC, as well as positions outside finance such as at Steve Madden and Mario & Salvo's Pizza. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable tax and accounting integration and specialized administrative CFO capabilities.

Stephen Rockhill is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 65, Series 63, and Series 66 licenses and possessing 26 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, incorporating both digital ETF-based portfolios managed with proprietary algorithms and traditional commission-based brokerage activities.

Delanie Di Donato is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley for three years before joining Citizens Securities, where she has served since 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Diana Mcbride is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds the 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 serves individuals, high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various advisor- and firm-managed investment programs, employing both strategic and dynamic investment approaches.

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 at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Principal Securities and KeyBank before joining Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection, provides access to third-party discretionary managers, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Brendan Dunuwila is a CFP® professional with 17 years of experience in financial advising. He is currently affiliated with Commonwealth Financial Network and leads Dunuwila Wealth Management, LLC. Prior to his current roles, he spent eight years at VOYA Financial Advisors. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

William Zaika is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked for 15 years at Commonwealth Financial Network. Zaika is also involved in fixed insurance sales through Diversified Wealth Strategies, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

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 at TIAA-CREF based in Syracuse, NY, holding a Series 66 designation with two years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2024 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary portfolio management.