Gregory Colasurdo is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at LPL Financial, PRUCO Securities LLC, and Hd Vest Financial Services. He has also operated Deborah Primeau Tax Service, a tax preparation and accounting business, since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based approach, combining in-house portfolio management with third-party strategies and technology platforms.

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, following roles at Citizens Bank and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs with a multi-provider model that includes discretionary implementation by Envestnet and portfolio design by Key Wealth Chief Investment Office and third-party managers.

Ryan Bachman is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to his current roles at Guardian Life and Park Avenue Securities, he served in the United States Army for eight years. He is also a member of the New York National Guard and engages in insurance services outside of Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and model-based investment management, financial planning, and access to both proprietary and third-party advisory solutions.

David Epolito is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at KeyBank for 20 years. Outside of financial advising, he works as a laborer for SMG, managing operations at arenas and amphitheaters. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide portfolio management and related advisory services.

Paul Colligan is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Securities. Outside of his advisory work, Colligan serves on the advisory board for the University of New Haven’s Micro MBA program and participates in activities with the Concussion Legacy Foundation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

John Urrutia is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at PlanMember since 2017 and has been self-employed in related investment and insurance services since 2008. Urrutia is also involved in tax preparation and insurance sales through his role with Rooney Group Inc. dba Teachers Tax Service and other affiliated entities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across conservative to aggressive strategies.

Sharon Charles is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. She holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Nicholas Purchiaroni is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 2011. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, asset manager access, and insurance services through affiliated entities.

Randy Zeigler is a financial advisor with Ameriprise Financial Services, holding CFP® and ChFC® designations and possessing 40 years of industry experience. He has worked with Ameriprise since 1986, including 15 years with Ameriprise Financial Services, Inc. Zeigler serves on multiple local boards, including New Covenant Community Church as an elder and treasurer, the Rotary Club of Oswego, Oswego County Community Foundation, and Leave a Legacy of Oswego County. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies developed from proprietary research and third-party data.

Michael Herholtz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 38 years of industry experience. He has worked with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2018, and previously spent 22 years at Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company. Outside of his advisory role, he is involved as a sales agent for Any Size Financial Solutions, focusing on individual life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Lucas Humphries is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2019. He has seven years of industry experience, including three years at White's Travel Center prior to joining Edward Jones. Outside of advising, he sells items on eBay in his spare time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bryan Parmley is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 25 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years at Cadaret, Grant & Co., Inc. He is also involved with Parmco Mortgage Company, Inc., a mortgage and real estate services business he has owned since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Anthony Fisher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. In addition to his advisory role since 2021, he has served on the executive board of the Auburn Teacher Association as Second Vice President. He is also involved in real estate businesses, including positions with Pisciotti Real Estate and Upside Properties, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Brian Clifford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Key Investment Services LLC and First Niagara/KeyBank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Chad Germain is a financial advisor with LPL Financial in Cicero, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Bank since 2007, including 14 years at M&T Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Jeremy Wood is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. He has worked with firms including Horan Wealth Management and Cadaret, Grant & Co., Inc. Wood serves as a board member for AssetMark Trust Co., where he collaborates with leadership and advisory professionals. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering various program structures and investment options, supported by a nationwide network of over 10,000 advisors.

Kelly Scholl is a Series 66 licensed financial advisor with Edward Jones, based in Clay, NY, and has two years of industry experience. Prior to joining Edward Jones, Kelly operated a Pilates business and worked at the YMCA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Sydney Hopkins is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Hopkins worked at SRC, Inc., WSYR NewsChannel9, and WVNS Fox59. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors across 15,000 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Jessica Jimenez Wharton is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. Outside of her advisory role, she serves as an instructor for pre-licensing classes covering life and accident insurance as well as securities examinations. She is also a trustee of a family trust managing a real estate property in Florida. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.