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. with four years of industry experience. He holds the Series 66 designation and previously worked at Hornor, Townsend & Kent, LLC. Levy also serves as a non-selling registered assistant involved in life insurance brokerage activities related to special needs planning. 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 operates both digital and managed account programs and is fully owned by Citizens Bank, N.A.

William Dinneny is a financial advisor at Citizens Securities, Inc. in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at First Republic Bank and its affiliates, Merrill, and Bank of America. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and a managed account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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.

Dustin Smith is a financial advisor at Citizens Securities, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at City National Bank and RBC Capital Markets. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and managed account programs, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Todd Cross is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Tucker-Haskins and Associates, MML Investors Services, MassMutual Life Insurance Co., NYLIFE Securities LLC, and New York Life. Outside of advising, he has served as a field trainer for insurance agents at Bankers Life & Casualty, Inc. and has worked as a grocery delivery shopper. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Brian Crandall is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Citizens Bank and LPL Financial. Outside of his advisory role, he provides notary services. Key Investment Services LLC serves a diverse client base, including individuals, trusts, estates, small businesses, and corporations, offering various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Hillary Beldue is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with Citizens Securities since 2015. Outside of her advisory role, she serves as a Trustee for a Supplemental Needs Trust and is a Notary Public. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. Its offerings include a digital advisory program utilizing ETF-based portfolios and a managed account program, operating under the ownership of Citizens Bank, N.A.

Brian Hoeckh is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Citizens Securities since 2010. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Mark Popp is a CFP® professional with seven years of industry experience, currently affiliated with Janney Montgomery Scott. He has held multiple roles within the firm since 2018. Outside of his advisory work, he is involved with several nonprofit and community organizations, including serving as co-chair of a fundraising event for the McMahon Ryan Child Advocacy Center, a board member of the Westhill Educational Foundation, and a member of the Rotary Club of Camillus. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management, offering brokerage services, financial planning, and advisory programs.

Jason Harris is a financial advisor with Eagle Strategies (NY Life) based in Canastota, NY, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at NYLIfe Securities, LLC and New York Life Insurance since 2010 and currently operates under the Crystal Clear Financial Group, LLC to broker non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Maxwell Bobrycki is a financial advisor with Eagle Strategies (NY Life) in Dewitt, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has previously worked at Crystal Clear Financial Group LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2015. Bobrycki serves as a board member of the NAIFA Syracuse chapter, where he organizes meetings and helps increase membership. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Jordan Hamilton is a financial advisor at Key Investment Services LLC in Syracuse, NY, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Citizens Bank, Verizon, Best Buy, and Onondaga Community College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, with a client-directed approach to investment selection and ongoing product due diligence. The firm operates within the KeyCorp group and leverages affiliations with KeyBank and KeyBanc Capital Markets.

Turkessa Amoah is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. She has 12 years of industry experience, including roles at KeyBank, Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated entities.

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

Sean Connor is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Citizens Securities, he worked at Rockefeller Capital Management and Flagstar Bank. 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 digital and managed account advisory solutions and operates as both a broker-dealer and insurance agency.

Brian Hayner is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Citizens Securities since 2005. Outside of his advisory role, he is a partner in a rental property business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.