Turkessa Amoah is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Scott Lombardo is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services, KeyBank, LPL Financial, and M&T Securities. Key Investment Services LLC serves individuals including high-net-worth clients, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client direction in model selection, provides ongoing monitoring, and intermediates access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated financial entities.

Sonnet Loftus is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with Commonwealth Financial Network and has prior experience at Michael Roberts Associates and Cadaret, Grant & Co., Inc. She is a partner and part owner of Michael Roberts Associates, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including managed model portfolios and personalized indexing, while providing operational and compliance support to affiliated advisors.

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.

Christopher Harris is a financial advisor with Lincoln Investment in Syracuse, NY, holding a Series 63 designation and 48 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent over two decades at Legend Equities Corporation and Legend Advisory Corporation. Outside of his advisory work, he is a member and owner of LADY DI LEGEND LLC, a holding company used for payroll purposes. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

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.

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.

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.

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.

Paul Colligan is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Securities. Outside of his advisory work, Colligan serves on the advisory board for the University of New Haven’s Micro MBA program and participates in activities with the Concussion Legacy Foundation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Riley La Vancha is a CFP® professional with one year of industry experience, currently serving at Bankers Life Advisory Services, Inc. Prior to this, Riley worked at Rockbridge Investment Management, LLC. Outside of the financial industry, Riley serves on the board of a nonprofit organization, Devins Rec Room, which supports individuals in alcohol or drug recovery in Syracuse, NY. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

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.

Mark Banac is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Banac has worked with various entities within the Bankers Life group since 2019. Outside of advisory services, he is an appointed insurance agent for Bankers Conseco Life Insurance Company of New York, where he sells life insurance, Medicare, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates affiliated broker-dealer and insurance resources in its offerings.

Patrick Newton is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 63 designation and 21 years of industry experience. He has been with Private Advisor Group since 2013. Newton also sells fixed insurance as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms along with third-party managers and TAMPs to implement investment strategies.

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.

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 at Principal Financial Services with 16 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Legacy Financial Group and Associates, Union Financial, and BCA Wealth Advisors. Outside of his advisory role, he is also active as a licensed real estate agent. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Urrutia is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at PlanMember since 2017 and has been self-employed in related investment and insurance services since 2008. Urrutia is also involved in tax preparation and insurance sales through his role with Rooney Group Inc. dba Teachers Tax Service and other affiliated entities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across conservative to aggressive strategies.

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.