Sian Matt is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2019, Sian worked for eight years at The Legal Aid Society of Mid New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by a network of over 22,800 advisors.

Kevin Porter is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2012. Porter also operates Visions Analysis LLC and has been involved with Visions Federal Credit Union since 2012. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Gowin is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience working at Commonwealth University of Pennsylvania and First Citizens Community Bank, as well as in education at Canton Area Junior Senior High School. 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 services and investment strategies supported by research and technology, with oversight of over $819 billion in discretionary assets across more than 22,800 advisors.

Jonathon Myers is a financial advisor with Ameriprise in Vestal, NY, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Myers is also the owner and managing partner of Strategic Concepts Group, LLC, which operates his Ameriprise team practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Lavo is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, including over 27 years with Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also the owner and agent of PRL Associates, LLC, a firm involved in life, health, property/casualty, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured planning engagements without discretionary investment authority.

Maxx Vanvorce is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AxA Advisors. Outside of his advisory role, Vanvorce is involved as a sales associate with two sales entities based in Cherry Hill, NJ. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of advisory models often implemented through third-party managers and emphasizing fiduciary services and a broad selection of investment products.

David Powell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with advisory services delivered through a broad network of investment adviser representatives.

Anthony Bates is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2025 and previously spent 17 years at IBN Financial Services, Inc. In addition to his advisory role, he is employed by the Village of Endicott in a government position. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a nationwide network of independent financial professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Conor Hogan is a financial advisor with LPL Financial in Owego, NY, holding Series 63 and Series 66 licenses and totaling 20 years of industry experience. His prior roles include positions at KeyBank and its investment services affiliates. Hogan also serves as a notary in Owego. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mitchell Vestel is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Norwich Pharmaceuticals from 2016 to 2018. Outside of his advisory role, he is involved in music, playing in a band based in Apalachin, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Thatcher is a CFP® professional with 37 years of experience, currently associated with LPL Financial. He has worked at LPL Financial since 2005 and has operated Visions Analysis LLC since 2017. He serves as a board member for ProCu, a credit union educational nonprofit. 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 institutions. The firm supports a range of account management options, including model portfolios, third-party subadvisors, and customized strategies.

Matthew Meagher is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cambridge Investment Research Advisors, Private Advisor Group, and Wells Fargo Advisors. He maintains involvement with F.E. Kramer & Associates Inc., a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies.

Christa Perry is a financial advisor with LPL Financial in Endicott, NY, holding Series 63 and 65 designations and bringing 17 years of industry experience. She has served at LPL Financial since 2008 and has been associated with Visions Federal Credit Union since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Russell Dizer is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 24 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services. He also had a position at Tioga Country Club from 2014 to 2017. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program platforms and third-party money managers.

Brian Teta is a CFP® and ChFC® with 25 years of industry experience. He is currently affiliated with Cetera and has been with the firm since 2019. Prior to that, he worked at Foresters Financial Services and Foresters Advisory Services. He is also involved with the Family Enrichment Network. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services with access to both affiliated and third-party managers.

Kevin Klingbeil is a financial advisor with LPL Financial in Endicott, NY, holding a Series 66 license and 18 years of industry experience. His career includes roles at M&T Securities, Inc. and a longstanding affiliation with Visions Federal Credit Union since 2012. He is also associated with Visions Analysis LLC, a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various portfolio strategies and operational tools.

Thomas Hurd is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Edward Jones and Horace Mann Companies prior to joining Ameriprise. He serves on the Board of Directors for the Lil Hawks Wrestling Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Cary Posner is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 33 years of industry experience. He worked for Pruco Securities, LLC for 31 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and the firm offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Angela Driscoll is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in education for more than two decades, including roles with the New York State Master Teacher Program and the Binghamton City School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network and offers services under a fiduciary standard.

Dennis Belardinelli is a financial advisor with Cambridge Investment Research Advisors, holding 44 years of industry experience. He previously worked at IBN Financial Services, Inc. for 21 years and has owned PRL Associates, a firm focused on insurance, benefits, and human resources, since 1991. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and other retirement-plan sponsors, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of implementation options, including proprietary models and access to third-party managers, with both discretionary and non-discretionary strategies tailored to client objectives.