Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 26 years of industry experience. She has been with Leigh Baldwin since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates part of her time to activities related to fixed annuities, life insurance, and long-term care. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans, foundations, and municipalities. The firm employs a combination of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

Ronald Drake is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Lifemark Securities Corp. since 2012 and has also been an independent insurance agent since 2013. Prior to joining Lifemark, he held accounting positions at Teague Accounting Xperts, Inc. and PUMA Accounting. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, delivering suitability-driven advice tailored through risk assessments with accounts managed on both discretionary and non-discretionary bases.

Laura Adams is a financial advisor at Vanderbilt Advisory Services with eight years of industry experience. She holds a Series 66 designation. Prior to joining Vanderbilt Advisory Services in 2023, she worked at Vanderbilt Securities, LLC and Cadaret, Grant & Co., Inc. She is also involved with Hansen's Advisory Services as Client Relations Manager. Vanderbilt Advisory Services serves individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, proprietary models, and financial planning. The firm integrates strategic asset allocation with multiple analysis techniques and maintains a unique adviser–TPA/benefits firm relationship, providing pension consulting and plan administration alongside advisory services.

Jared Houseman is a CFP® with 14 years of industry experience, currently serving at Creative Financial Designs, Inc. He previously worked at Cadaret, Grant & Co., Inc. and Chandler & Edem Financial Consultants. In addition to his advisory role, he is a board member of New Life Christian School, contributing to its mission and strategic direction. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and comprehensive financial planning. The firm employs an asset-class model allocation approach informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Alan Chandler is a financial advisor at Creative Financial Designs, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc. for 30 years and Sound Mind Financial, LLC since 2019. Outside of his advisory work, he occasionally preaches at local churches. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and employer retirement plans, offering investment management and financial planning services. The firm’s investment approach utilizes asset-class model allocations informed by third-party research and includes a range of strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.

Lisa Chasse is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2022. Outside of her advisory role, she is involved with the Institute for Sexuality Education & Enlightenment. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory services.

Michael Porzucek is a ChFC® with 32 years of industry experience. He has worked at Independent Financial Partners since 2021 and previously spent 16 years with Key Investment Services LLC. Outside of his advisory role, he is co-owner and general partner of Watertree Holdings, a real estate venture. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Alec Hoke is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, and First Allied Advisory Services, Inc. He is also president and principal of Beacon Wealth Strategies, LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

David Beam is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Key Investment Services since 2020 and previously at TIAA-CREF from 2015 to 2020. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model strategy selection, provides ongoing monitoring and due diligence of advisory products, and operates within the KeyCorp group with affiliations across KeyBank and KeyBanc Capital Markets.

Michael Murphy is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, NY, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2009 and operates Murphy Financial Group, focusing on New York Life products and brokering non-registered insurance products. Murphy serves on the Upstate Foundation Professional Advisory Board and the Upstate University Hospital Foundation Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and benefit plans, and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

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.

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.

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.

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.

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.

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.

Jason Harris is a financial advisor with Eagle Strategies (NY Life) based in Canastota, NY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with NYLife Securities, LLC, and New York Life insurance since 2010 and also operates Crystal Clear Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.

Patrick Newton is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 21 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Outside of advisory work, he sells fixed insurance products. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Uri Doolittle is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include seven years at Triad Hybrid Solutions and Triad Advisors, Inc. He is also involved with U5 Holding Company LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.