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.

Richard Hulburd is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His career has been entirely with Citizens Bank and its affiliated entities since 2014. Outside of his advisory role, he operates a YouTube channel focused on weather reporting and storm chasing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides various investment programs, including a digital advisory platform that uses ETF-based portfolios guided by proprietary algorithms and client risk assessments.

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.

Derek Hayner is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding a Series 66 designation. He has one year of industry experience and previously worked in retail and automotive sectors, including roles at BMW of Rochester and Delta Sonic. Citizens Securities serves a broad retail client base with investment advisory, brokerage, and insurance services. The firm offers digital and managed account programs, catering to individual and high-net-worth investors as well as retirement plans.

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.

Kristin Holbrook is a financial advisor at Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Citizens Securities since 2015. 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 alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program utilizing proprietary algorithms and a Managed Account program.

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.