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.

Brett Stagnitti is a financial advisor with Merrill in Liverpool, NY, holding a Series 66 designation and 12 years of industry experience. His prior work includes two years at Edward Jones before joining Merrill and Bank of America, N.A. in 2016. 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 a range of model-based and discretionary investment strategies intended for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Fisher is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2021. Outside of advising, Fisher serves as Second Vice President of the Auburn Teacher Association and holds leadership roles in two real estate businesses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors. The firm uses model-driven investment strategies developed by third-party asset managers and offers a range of investment approaches including strategic, tactical, and tax-managed models.

Brian Clifford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Key Investment Services LLC and First Niagara/KeyBank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Chad Germain is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked 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 plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Jeremy Wood is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. He has worked with firms including Horan Wealth Management and Cadaret, Grant & Co., Inc. Wood serves as a board member for AssetMark Trust Co., where he collaborates with leadership and advisory professionals. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering various program structures and investment options, supported by a nationwide network of over 10,000 advisors.

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.

David Anderson is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. He has operated his own CPA firm since 1988 and has served as an audit committee member for Mexico Academy and Central Schools since 2022. Anderson has been affiliated with Cetera and its related entities since 2004. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management strategies, combining discretionary and non-discretionary services across various program structures.

Sydney Hopkins is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Hopkins worked at SRC, Inc., WSYR NewsChannel9, and WVNS Fox59. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors across 15,000 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Michael Coomes Jr. is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Quest Financial Services and Cadaret, Grant & Co., Inc. for 22 years and spent one year with Equitable Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Maag is a CFP® and Series 66-licensed financial advisor with Edward Jones in Liverpool, NY, where he has worked for 11 years. Prior to joining Edward Jones in 2015, no other firms are listed. He co-owns a second home rental property in Manteo, NC, managed by an outside agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Monk is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., United Financial Services, and KeyBanc Capital Markets Inc. She is involved in a business entity called Hollywood & Little B, which is not investment related. 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 third-party asset management, utilizing a mix of model portfolios, subadvisors, and customized strategies.

Austin Mcintosh is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and concurrently holds a role at M&T Bank since 2018. His prior experience includes an internship with the Upstate Minority Economic Alliance and work at CNY Centro. 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 including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on customized and scalable investment solutions.

Ronald Pratt Jr. is a financial advisor with LPL Financial, holding a Series 63 license and eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and United Financial Services. Outside of his advisory role, he owns Team Pratt Racing, a non-investment related 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lauren Kenny is a financial advisor with Ameriprise in Baldwinsville, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she co-owns a real estate investment LLC with her husband. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

David Vinciguerra is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Securities America Advisors and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is president of JSD & Associates, Inc., an investment-related corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, using a variety of investment tools and third-party platforms to manage portfolios across multiple asset classes, with both discretionary and non-discretionary account options.

Frank Torelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and CFCU Community Credit Union since 2014. Torelli also operates a wealth management business located at CFCU Community Credit Union. 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, delivering advice through a large network of investment adviser representatives.