Russell White is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Bankers Life Securities, Inc., New York Life Insurance Co, and earlier positions outside finance at Uber and Christian Brothers Academy. He serves as a board member of CNYSME, a networking organization for Syracuse sales executives. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Marie Norkett is a CFP® professional with five years of industry experience, currently serving at Creative Planning since 2025. Her prior roles include positions at Sageview Advisory Group, Capital One, United Income, Blue Ocean Strategic Capital, and The Carta Group/Community Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques.

Scott Stevens is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes prior roles at Mutual of Omaha Investor Services, Inc. and LPL Financial, LLC. Stevens operates Eastgate Financial Group, an investment-related business in Syracuse, NY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary approaches with access to proprietary and third-party investment strategies.

Ryan Bachman is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to his current roles at Guardian Life and Park Avenue Securities, he served in the United States Army for eight years. He is also a member of the New York National Guard and engages in insurance services outside of Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and model-based investment management, financial planning, and access to both proprietary and third-party advisory solutions.

Jeffrey Chapman is a ChFC® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2021. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a partner at Legacy Wealth Advisors of NY, a full-service financial firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Todd Cross is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Tucker-Haskins and Associates, MML Investors Services, MassMutual Life Insurance Co., NYLIFE Securities LLC, and New York Life. Outside of advising, he has served as a field trainer for insurance agents at Bankers Life & Casualty, Inc. and has worked as a grocery delivery shopper. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Riley La Vancha is a CFP® professional with one year of industry experience, currently serving at Bankers Life Advisory Services, Inc. Prior to this, Riley worked at Rockbridge Investment Management, LLC. Outside of the financial industry, Riley serves on the board of a nonprofit organization, Devins Rec Room, which supports individuals in alcohol or drug recovery in Syracuse, NY. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Mark Banac is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various entities within the Bankers Life group since 2019. In addition to his advisory role, he is an insurance agent licensed to sell life, Medicare, annuity, and health insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios, offering a range of investment strategies implemented across multiple asset classes.

John Urrutia is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at PlanMember since 2017 and has been self-employed in related investment and insurance services since 2008. Urrutia is also involved in tax preparation and insurance sales through his role with Rooney Group Inc. dba Teachers Tax Service and other affiliated entities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across conservative to aggressive strategies.

Gerald Ciciarelli is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2013, as well as The Mutual Fund Store from 2011 to 2015. Outside of his advisory role, Mr. Ciciarelli is the founder, director, and president of the 3rd Ward Community Group, a community organization based in Syracuse, NY, and he also owns and operates a farming business focused on garlic cultivation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary, committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Christopher Moak is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial since 2010 and previously at Independent Financial Partners. Moak also operates Good Life Advisors, LLC, an independent investment advisory firm. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a wide array of advisory and brokerage services through a large network of investment adviser representatives.

Amanda Dunlap is a financial advisor with OSAIC in Camden, NY, holding Series 63 and Series 66 designations and over 25 years of industry experience. She has been with OSAIC since 1998 and previously worked at Integrated Financial Planning Center from 1996 to 2021. Outside of her advisory role, she owns and operates multiple LLCs related to financial planning, tax services, and insurance. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Derek Loomis is a financial advisor with Edward Jones in Cicero, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bryan Parmley is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 25 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years at Cadaret, Grant & Co., Inc. He is also involved with Parmco Mortgage Company, Inc., a mortgage and real estate services business he has owned since 1991. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Dominic Fiorello is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cadaret, Grant & Co., Inc., Anthony Falso Agency, and AllState Insurance Company. Outside of his advisory role, he works as a manual laborer in North Syracuse, NY. 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, utilizing various investment strategies and technology tools across a broad network of advisors.

Lloyd Fix Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Thrivent Investment Management, and Merrill. Outside of his advisory role, he is involved with Weekend Fix LLC, a real estate rental business. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Chad Germain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with LPL Financial since 2021 and has been affiliated with M&T Bank and M&T Securities since 2007. 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 and access to model portfolios and third-party asset managers, supported by advanced research and operational tools.

Kelly Scholl is a Series 66 licensed financial advisor with Edward Jones, based in Clay, NY, and has two years of industry experience. Prior to joining Edward Jones, Kelly operated a Pilates business and worked at the YMCA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Kip Hoag is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, and Chase Investment Services Corp. Outside of his advisory work, he is a producing Property and Casualty agent with Acropolis Insurance Agency and is involved with AllDay Benefits, a voluntary benefits company. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance product sales, and affiliated trust custody services.

Charles Pike is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, with a career spanning over three decades, and has operated his own accounting and tax preparation practice since 1979. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors and serves a diverse client base including 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 access to various program structures and third-party managers.