Donald Puff is a financial advisor with GWN Securities Inc. in Camillus, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has served as the Operations Manager for DJPuff Advisors Group, Inc. since 2006 and has been with GWN Securities since 2004. In addition to advisory services, he operates as a general agent in the insurance business, focusing on life, health, long-term care insurance, and fixed annuities. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning options. The firm combines discretionary portfolio management with model-based allocations and uses a mix of affiliated and unaffiliated sub-advisers, employing both traditional asset allocation and tactical, momentum-based strategies.

Carolyn Barnaba is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked in various capacities within KeyBank and its affiliates since 2001. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and is integrated with KeyCorp affiliates offering additional financial services.

Joseph Diamond is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at KeyBank from 2015 to 2018 before joining Key Investment Services. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider platform and emphasizes non-discretionary model selection with integrated services from KeyCorp affiliates.

Daniel Hopkins is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise and Royal Alliance Associates, Inc. He is based in Syracuse, NY. OSAIC Institutions serves individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives, providing customized advisory engagements, financial planning, ERISA plan services, and brokerage and insurance products. The firm offers both discretionary and non-discretionary advisory services, utilizing a range of analysis methods and engaging third-party asset managers as needed.

Matthew Pfeiffer is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC for 11 years. Pfeiffer is also the owner of Harbor Wealth Advisors CNY, Inc., a financial services company, and is involved in insurance and annuity support roles. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a wide range of clients, with a notable focus on retirement-plan advisory and pension consulting services.

James Keller III is a financial advisor with Key Investment Services LLC in Camillus, NY. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Principal Securities and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates.

Sarah Puff is a financial advisor at GWN Securities Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2013. In addition to her advisory role, she is licensed as an agent for life, health, disability, and long-term care insurance, assisting clients in selecting suitable insurance policies as part of their overall financial plans. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both traditional and momentum-based investment strategies.

Julie Carr is a financial advisor with Lincoln Investment in Baldwinsville, NY, holding a Series 63 designation and 14 years of industry experience. Her career includes roles at Legend Advisory Corporation and Legend Equities Corporation, as well as ongoing work in tax preparation as vice president of Michel Tax & Accounting Service. She also has experience in life insurance sales. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm uses an in-house Investment Management & Research team to develop strategic portfolios and operates a layered delivery model combining advisor-led relationships with model portfolios and third-party managers.

James Connell Jr. is a financial advisor with TLG Advisors, Inc. and holds a Series 63 designation. He has 34 years of industry experience, including roles at The Leaders Group, Inc. since 2014 and at James V Connell Associates since 2011. Outside of his advisory work, he is involved in managing and recruiting for insurance-related businesses. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional and digital investment programs through a network of independent representatives and sub-advisors.

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.

Andrew Bartholomew is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 65 licenses and bringing 20 years of industry experience. He has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. 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 and utilizes a multi-provider model combining discretionary implementation with strategist portfolios overseen by a Product Due Diligence Committee, integrating services from KeyCorp affiliates.

Jordan Hamilton is a financial advisor at Key Investment Services LLC in Syracuse, NY, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Key Investment Services, he worked at Citizens Bank and has additional experience in the telecommunications and retail sectors. 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. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Scott Lombardo is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at KeyBank, LPL Financial, M&T Securities, J.P. Morgan Securities, and Chase Investment Services Corp. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with both discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Nicholas Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Abigail Stevens is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2022, she worked at Auburn Community FCU and Visions Federal Credit Union and has experience in both the education and nonprofit sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and offers a variety of advisory programs through a network of Investment Adviser Representatives and third-party asset managers.

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.

Brandon Mimas Weeks is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His career includes roles at Empower Federal Credit Union and CUSO Financial Services, LP. Weeks serves on the Planned Giving Advisory Council for Unity House, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Daniel Duffy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., Solvay Bank, Cadaret, Grant & Co., LPL Financial, and Wells Fargo Clearing. He also has an insurance business involving life, accident, health, and annuities products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and a wrap program.

Jessica Myers is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and several other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Janna Connolly is a financial advisor at Osaic Wealth with 12 years of industry experience. She holds a Series 66 designation and previously worked at Vision Works and FSC Securities Corporation. Outside of her advisory role, she assists her children with their part-time business creating and selling fishing lures. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and access to multiple program platforms.