Laurie Podvin is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 65 designation and has worked at Commonwealth since 2024. Laurie also has roles at ETFIdea, LLC and Bowers & Company CPAs PLLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various program structures, while acting as a back-office and platform provider to affiliated advisors.

Morgan Robinson is a financial advisor at Key Investment Services LLC with four years of industry experience. Prior to joining Key Investment Services in 2022, Robinson worked at KeyBank from 2019 to 2022 and earlier at Concentrix from 2014 to 2019. Outside of advising, Robinson occasionally works as a waitress at Edgewood Resort in Alexandria Bay, primarily assisting with events on a limited basis. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in model and manager selection while providing non-binding recommendations and monitoring, and it operates within the KeyCorp group with integrated services spanning banking and capital markets.

Shane Simser is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Colleen O'Shaughnessy is a financial advisor at J. W. Cole Advisors, Inc. with 13 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. In addition to her advisory role, she manages her own financial advising practice as Director of Operations at Watertown Wealth Management, LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Hannah Brady is a Series 66-credentialed financial advisor with six years of industry experience. She currently works at First Command Advisory Services, where she has been employed since 2020. Prior to joining First Command, Brady worked at the DOD Community Bank operated by Bank of America and Walgreens. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team.

George Simser is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Daniel Miles is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Ameritas and Nationwide, as well as ownership of Miles Ahead Wealth Management and Miles Ahead Financial Planning. Outside of his advisory work, he coordinates divisions for the Rochester District Soccer League and operates a travel agency specializing in group tours. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Joseph Cosmo is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Hightower Securities, LLC since 2014. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement consulting through its extensive network of Advisor Practices.

Daniel Drappo is a CFP® professional with 39 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent seven years with INVEST Financial Corporation and over three decades with Community Bank, N.A., where he is also a Regional Sales Manager for the bank's Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

Jennifer Valley is a financial advisor with LPL Financial based in Adams Center, NY. She holds a Series 63 designation and has 25 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc., Park Avenue Securities, and Guardian Life Insurance. Valley is involved with Uncommon Financial, Inc., where she dedicates significant time each month. 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, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Signor is a financial advisor with RBC Capital Markets in Watertown, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2011 and City National Bank since 2016. Outside of his advisory role, he serves on the boards of several local nonprofit organizations, including the Sacred Heart Foundation and Henry Keep Home, and is an officer of the Rotary Club of Watertown Sunrise. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers advisory programs with tailored strategies based on client risk profiles and integrates a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

John Nuber is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC since 2011, currently based in Watertown, NY. Outside of his advisory role, he serves on the board of directors for a substance abuse rehabilitation facility and contributes to community outreach initiatives at a local medical center. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Sean Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held roles at CUNA Brokerage Services, LifeMark Securities, AmeriCU Credit Union, and Kall & D'argenio, CPAs LLP. Ryan is also a member financial advisor at AmeriCU Credit Union. 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. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maria Marcellus is a financial advisor with Equitable Advisors in Watertown, NY, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior work history includes roles at Price Chopper, Clarkson University, St. John Fisher, and Immaculate Heart Central Jr. & Sr. High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers services including ERISA fiduciary solutions for qualified plans.

Pamela Halloran is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 63 designation and previously worked at Avantax Advisory Services and Avantax Investment Services for 11 years. In addition to her advisory role, she is a partner at Crowley & Halloran, CPAs, P.C., providing accounting and tax services, and serves as treasurer for multiple nonprofit foundations and as deputy treasurer for the Watertown Noon Rotary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Andrew Walseman is a financial advisor with LPL Financial in Watertown, NY. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors and has a background that includes roles in education and small business. Outside of financial advising, he is involved in sports and fitness coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Donald Musnicki is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Musnicki serves as a voting member on the Board of Directors for Lewis County General Hospital. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a mix of in-house and third-party investment managers.

Eric Delagarza is a financial advisor at Morgan Stanley with 20 years of industry experience. He has previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He holds Series 65 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Global Investment Committee estimates and Monte Carlo simulations, to assist clients.

Anthony Surber is a financial advisor with RBC Capital Markets holding a Series 66 designation and 16 years of industry experience. His career includes roles at City National Bank and Hightower Advisors. Outside of finance, he serves as Operations Director at Family Medicine of Northern New York, where he manages payroll and external relations. RBC Wealth Management, a division of RBC Capital Markets, offers a range of investment advisory programs serving individual, institutional, and nonprofit clients. The firm customizes strategies according to client risk profiles and utilizes a combination of in-house and third-party managers, incorporating tax management and responsible investing options.

Christine Hardy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and three years of industry experience. She has previously worked at KeyBank, Key Investment Services LLC, and JCPenney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party investment managers.