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.

Dustin Smith is a financial advisor at Citizens Securities, Inc. based in Syracuse, NY, holding Series 63 and Series 65 designations with 29 years of industry experience. His career includes roles at City National Bank and RBC Capital Markets. 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.

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 credentials and has previously worked at LPL Financial, M&T Bank, and Citizens Bank. Outside of his advisory role, he is also a licensed notary public. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated entities for custody, clearing, and capital markets services.

Hillary Beldue is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 credentials with 11 years of industry experience. She has been with Citizens Securities since 2015 in various roles. Outside of her advisory work, she serves as a trustee for a Supplemental Needs Trust and is a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on proprietary algorithms as well as managed accounts, and operates as a broker-dealer and insurance agency.

Brian Hoeckh is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses with 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. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory platform utilizing proprietary algorithms and a Managed Account program.

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.

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 with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citizens Bank, Verizon, Best Buy, and Onondaga Community College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices combined with non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets entities.

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.

Sean Connor is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Rockefeller Capital Management and Flagstar Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms and a Managed Account program.

Brian Hayner is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 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 company. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital program managed with SigFig and a Managed Account program, while also operating as 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.

Tyler Marriott Wells is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Citizens Securities in 2021, he worked at Edward Jones from 2019 to 2021. 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 utilizes both a digital advisory platform and traditional managed accounts, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Christopher Harris is a financial advisor at Lincoln Investment with 48 years of industry experience. He holds a Series 63 designation and has previous experience at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is a member and owner of LADY DI LEGEND LLC, a holding company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs that utilize both strategic and tactical investment approaches.

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.