Elizabeth Zemak is a financial advisor at NewEdge Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Rooted Planning Group, Market Street Trust Company, and John G. Ullman and Associates. Zemak conducts advisory services through NewEdge Advisors, LLC under the name Continuity Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support client needs.

Shawn Corey is a financial advisor at Benjamin F. Edwards & Company, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards since 2016, following five years at Steuben County. Outside of his advisory role, he serves as Treasurer for Victory Highway Wesleyan Church in Painted Post, NY. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment management solutions supported by several hundred advisors and tens of billions in assets under management.

Jill Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. She holds a Series 66 license and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, retirement plan consulting, and investment management. The firm uses a range of investment strategies monitored by an Investment Strategy Committee and combines custody and execution features with broker-dealer and insurance services.

Michelle Vang is a CFP® professional with nine years of experience in financial advising. She is currently with Savant Wealth Management and previously worked at Socha Financial Group, LLC, and Nancy A. Socha & Associates, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Chelsea Landolf is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has one year of industry experience and previously worked with H&H Financial Group LLC and NYLIFE Securities LLC. Outside of advising, she is a Notary Public providing notary services in Painted Post, NY. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Ryan Hughes is a financial advisor at Raymond James Financial in Corning, NY. He holds the Series 66 designation and joined the firm in 2026. His prior experience includes roles at Corning Federal Credit Union and Raymond James Financial Services, along with four years of prior work in education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal finance work through a unique affiliated municipal advisor.

Rachelle Snyder is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously spending 12 years with Metlife Securities, Inc. and 10 years with Mass Mutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved software tools to analyze client goals.

Michael O'Brien is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he owns O'Brien-Adams Enterprises LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu for clients who meet net-worth thresholds, including specialized areas such as business-owner transition and special-needs planning.

Mira Hailu Martinez is a financial advisor at Ameriprise in Corning, NY, holding a Series 66 credential. She joined Ameriprise in 2024 and has prior work experience at The Guthrie Clinic, Southern Tier Plastics, and Wendy's. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service with a written Recommendation Report and ongoing retirement-income planning advice that focuses on dependable income sources and tax-aware withdrawal strategies.

Amy Brouneus is a CFP®-designated financial advisor at Raymond James Financial with 15 years of industry experience. She has worked with Raymond James Financial Services since 2010 and has held positions at Corning Credit Union and Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client goals.

Kristin Harrington is a financial advisor with Raymond James Financial Services, Inc. in Corning, NY, holding a Series 66 designation and 18 years of industry experience. She has worked with Corning Credit Union since 2010 and is also associated with Wealth Strategies, a support company where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a broad advisor network.

Nicholas Lapuma is a financial advisor with LPL Financial based in Corning, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Wealth Strategies and Raymond James Financial Services Advisors Inc. He serves as a board member for the Chemung Valley Montessori School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisers, offering a variety of advisory programs and financial planning services.

Laura Sumner is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2013 and serves as Branch Manager at Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jessica Jackson is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various firms, including Corning Federal Credit Union and The Leaders Group, Inc. Outside of advisory roles, she serves as a Registered Operations Associate for Wealth Strategies at Corning Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Paul Huonker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He serves as a board member and finance committee member for the Corning Children's Center, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services using analytical tools to support client goals and maintains specialized capabilities in municipal and public finance advisory work.

Nina Graham is a Certified Financial Planner (CFP®) with nine years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2025, and previously spent ten years at Socha Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio management strategies and platform arrangements.

Russell Saurbaugh Jr. is a financial advisor at LPL Financial with 51 years of industry experience. He has held roles at Saurbaugh Financial Services since 1975, Cadaret, Grant & Co., Inc. from 1999 to 2025, and Saurbaugh Financial Group since 2016. He is also a notary and provides tax preparation and accounting services through his own firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Marco Hickey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member of the Cornfield Group since June 2010. He holds the Chartered Financial Analyst (CFA) designation, earned in August 2014, as well as FINRA Series 7, Series 66, and Series 9 securities registrations, and a State Insurance License. With over 15 years of experience, Marco focuses on goals-based wealth management, delivering tailored and tax-efficient asset allocation strategies for individuals and small businesses. His areas of expertise include college education planning, philanthropic planning, managing new wealth, socially responsible and ESG investing, tax minimization, retirement income, and small business strategies. Marco holds a Bachelor of Science degree in Economics from Elmira College. He is an active member of Rotary International and participates in community service through Meals on Wheels. Marco is proficient in English and Italian.

Mark Cornfield is a financial advisor with Merrill in Corning, NY, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Merrill since 1994 and has been with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Manchester is a financial advisor with Raymond James Financial in Corning, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been employed since 2011 at both Raymond James Financial Services Advisors, Inc. and Corning Credit Union. Manchester is also associated with Wealth Strategies, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.