Ginger Baker is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Bailey Financial Group and Raymond James Financial Services. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions in Sarasota, FL, focusing on insurance business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Brent Kessler is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his financial advisory role, he operates as an independent insurance agent specializing in dental and group disability income, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning using advanced software tools and offers a range of event-driven planning programs.

Jonathan Knight is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Knight is also the CFO of Strategic Concepts Group, LLC, the holding company for his financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with its financial advisors.

Joel Urist is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and also operates Urist Financial & Retirement Planning, Inc. Prior to his advisory role, he worked at Formlabs Inc. for six years and Liteboxer Technology Inc. for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Shannon Brown is a financial advisor at Edward Jones with Series 66 credentials. Brown has been with Edward Jones since 2025. Prior to entering the financial industry, Brown was involved with Helping Celebrate Abilities/Handicapped Children's Association and worked as a birth doula. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.

Allison Haslam is a financial advisor with Primerica Advisors, holding a Series 63 designation and 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she serves as president and volunteer for Fabius Pompey Apartments in Fabius, NY. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party managers and custodians.

Allison Small is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services. Outside of her advisory role, Small is involved in coaching ice hockey for several local teams and serves as treasurer for a hockey-related organization. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients. The firm customizes investment strategies based on client risk profiles and employs both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Zachary Walton is a Series 66-licensed financial advisor with nine years of industry experience, currently with LPL Financial since 2025. He previously worked for Cadaret, Grant & Co., Inc. for nine years and has experience in the food service industry at Devany's Riverside Grill. Outside of advising, he is involved in farming activities in Port Byron, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Maryann Pierce is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Marathon Financial Advisors, Inc. and Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Ava Field is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America and Binghamton University, as well as involvement with Timber Banks Golf Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Matthew Easterly is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with NBT Insurance Agency, LLC, marketing and servicing fixed life, disability, long-term care, health, and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

James Diblasi is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of Multiple Sclerosis Resources of Central New York, a charity focused on providing support for individuals with multiple sclerosis. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm's investment approach involves proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

John Davies is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Jones is a CFP® professional affiliated with Edward Jones in East Syracuse, NY, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colette Powers is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for UBS Financial Services for 13 years before joining RBC in 2025. Powers serves on the boards of several nonprofit organizations focused on women’s business development and community support. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and portfolio management services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored strategies using a combination of in-house and third-party investment managers and provides a range of program structures and investment options.

Alexander Hawthorne is a financial advisor with Ameriprise in Oneida, NY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at United Parcel Service, Nicky Doodles, and Oneida City Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, primarily focusing on assets held in Ameriprise-managed accounts.

Wayne Randall Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Kevin James is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he collects, repairs, and occasionally resells vintage watches as a hobby. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Will is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at City National Bank since 2016, alongside his tenure at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

Daniel Michel is a financial advisor with Osaic Wealth, Inc. He holds a Series 63 designation and has 26 years of industry experience. His prior roles include positions at MassMutual, Metlife Securities, and Securities America. Outside of advisory work, he serves as General Manager of Futurity First Insurance Group and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services supported by various investment tools, third-party managers, and unified managed accounts.