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, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

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) and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has worked at Eagle Strategies since 2021. In addition to his current role, he operates Murphy Financial Group, a business focused on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

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.

Timothy Osgood is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, with one year of industry experience. He holds the Series 66 designation and previously worked at New York Life Insurance and St John Fisher University. Outside of finance, he has experience with RDF Property Solutions and involvement in the arts through Geva Theatre. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and managed account services, operating as part of Citizens Bank, N.A.

Adam Loedel is a CFP® and ChFC® with 21 years of industry experience. He has worked at Private Advisor Group, LLC since 2012 and has been affiliated with LPL Financial since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple strategies and third-party asset management programs.

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.

Furqan Hassan is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Premier Client Group. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms alongside a Managed Account program.

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.

Kevin Visconti is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has held roles at Cadaret, Grant & Co., Inc. and is co-owner of Diversified Capital Management, LLC, as well as an Investment Adviser Representative of ETFIDEA, LLC. His activities include fixed insurance sales and providing asset management and financial planning services. 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 support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management resources to affiliated advisors.

Donald Abernethy is a financial advisor with Integrity Alliance, LLC in Fayetteville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Integrity Alliance since 2025 and has a decade of experience at Lion Street, Inc. Outside of his advisory roles, Abernethy holds ownership positions in business consulting and asset management firms and serves as secretary/treasurer for a local golf club. Integrity Alliance is an enterprise advisory firm serving individual investors across various wealth levels, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering diverse investment approaches, portfolio management, financial planning, and brokerage services.

David Levy is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 credential with four years of industry experience. He previously worked at Hornor, Townsend & Kent, LLC and has experience in life insurance brokerage as a non-selling registered assistant focused on special needs planning. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers digital and managed account advisory programs and operates as both a broker-dealer and insurance agency.

William Dinneny is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, with four years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank, First Republic Investment Management, Merrill, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Jeffrey Chapman is a ChFC® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2021. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a partner at Legacy Wealth Advisors of NY, a full-service financial firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Joseph Caiello is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with New York Life Insurance Co. since 2007 and has owned Crystal Clear Financial Group LLC since 2012. Outside of his advisory work, he owns a cryptocurrency investment business and is involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.