Peyton Hawkes is a financial advisor at Cetera Planning Partners with five years of industry experience. He has previously worked at Alternativ Wealth and operated Hawkes Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

William Lewis is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Sterling Wealth Management, Inc. He has been with Sterling Wealth Management and Commonwealth Financial Network since 2009. Lewis also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Robert Kline is a CFP® professional with 32 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC since 2010. In addition to his advisory role, he provides notary public services to his clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Michael Dickstein is a financial advisor with Oppenheimer who holds Series 65 and Series 66 licenses and has 18 years of industry experience. He has worked at Oppenheimer since 2014 and previously held positions at Merrill and Morgan Stanley. Outside of his advisory role, he is a part-owner of rental property ventures. 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 range of investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Daniel Tucker is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has been with Tucker Haskins and Associates and Commonwealth Financial Network since 2005. Tucker is also president and co-owner of Tucker-Haskins, Inc., an entity engaged in securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management.

Matthew Lewis is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at NBT Bank and Sterling Wealth Management. Lewis also engages in fixed insurance sales at his Montrose, PA branch, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios through a variety of internally managed and outsourced solutions.

Michael Rabideau is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes roles at KeyBank and Key Investment Services LLC spanning from 2016 to the present. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing recommendations and monitoring, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Nicholas Dexheimer is a financial advisor at Valic Financial Advisors with a Series 66 designation and two years of industry experience. He has held various roles including positions at Rockbridge Investment Management and Valic Financial Advisors, alongside multiple delivery driver roles with companies such as DoorDash, GrubHub, and UberEats. Dexheimer is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing options for tax and ESG overlays.

James Haskins is a financial advisor with Commonwealth Financial Network in Vestal, NY, holding a Series 63 designation and 32 years of industry experience. He has worked at Tucker Haskins & Associates and Commonwealth Financial Network since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Kevin Vestel is a financial advisor with Edward Jones, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Kevin Ekstrom is a CFP® professional affiliated with LPL Financial, based in Binghamton, NY, with 19 years of industry experience. He has held roles at Covenant Wealth Advisors, LLC, Partnervest Advisory Services LLC, and ChangePath, LLC prior to his current affiliation. Outside of his advisory work, he is a partner in Covenant Wealth Advisors, LLC, which includes activities related to life, health, and annuity business sales and service. 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, utilizing both proprietary and third-party model portfolios, and supports advisors with technology and operational tools.

Nicholas Millard is a financial advisor with LPL Financial in Binghamton, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Covenant Wealth Advisors, LLC, and ChangePath, LLC. In addition to his advisory work, he has been a partner in Covenant Wealth Advisors, LLC, which includes a life, health, and annuity business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a network of over 22,800 advisors. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports its advisors with advanced operational and research tools.

Kay Mathias is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 1990. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and nonprofit organizations.

Austin Simon is a financial advisor with Morgan Stanley in Binghamton, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he was associated with firms including LPL Enterprise and The Prudential Insurance Company of America. He has also worked in other sectors such as insurance and sports management. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, without providing individual security recommendations as part of standalone planning.

Stephanie Kilb is a financial advisor with Ameriprise in Vestal, NY, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Patrick Madison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He is also associated with several other financial services firms, including Abelson & Company LLC, CCR Wealth Management, and Empire Asset Management Group of Western NY. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures.

Kahlil Adames is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Cadaret, Grant & Co., Bank of America, Merrill, HSBC Securities, and Chase Investment Services. He is currently involved with Visions Analysis LLC and Visions Federal Credit Union alongside his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Christopher Yurko is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously spent nine years at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and reported over $256 billion in assets under management.

Rachael Kettle is a financial advisor with LPL Financial in Endicott, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. She has worked with LPL Financial since 2020 and is also associated with Visions Analysis LLC and Visions Federal Credit Union. Additionally, she is a commissioned notary in the State of New York. 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 provides a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by extensive advisor resources and a broad platform of non-advisory financial activities.

Alexis George is a Financial Advisor at Merrill Lynch Wealth Management. Leveraging her role as a second-generation Merrill Advisor, she specializes in comprehensive wealth planning and guides individuals, families, and business owners in preserving and growing their wealth across multiple generations. Her expertise encompasses retirement strategy, tax-efficient wealth management, legacy planning, and managing new wealth. Alexis focuses on building trusted relationships by understanding clients' values and long-term goals, with particular emphasis on working with women and the next generation of wealth creators. Alexis holds a Bachelor's Degree from Loyola College, along with professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She serves as a Board Member of the Mothers & Babies Perinatal Network and has chaired the 12th Annual Fashion Gala. Outside of her professional duties, Alexis enjoys golfing, reading, running, soccer, spending time with her family, and traveling.