Bryan Parmley is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He previously spent 14 years at Cadaret, Grant & Co., Inc. Bryan also serves as an owner of Parmco Mortgage Company, Inc., a mortgage services business he has been involved with since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Brett Stagnitti is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Anthony Fisher is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2021 and serves as Second Vice President on the executive board of the Auburn Teacher Association. Additionally, Fisher is involved in real estate through his roles with Upside Properties, Inc. and Pisciotti Real Estate. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

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 with LPL Financial in Cicero, NY, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with M&T Securities and M&T Bank since 2007 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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 at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Staffing Solutions Organization and the YMCA. Outside of finance, she operated a small Pilates business called Pilates with Kelly. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Ronald Ferguson is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Visions Group and Cadaret, Grant & Co., Inc. He is involved with Financial Visions Group, a business related to his advisory work under LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning, advisory programs, and brokerage services supported by research and technology across discretionary and non-discretionary management strategies.

Kip Hoag is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, and Allstate Insurance Company. Outside of advising, he is a producing Property & Casualty insurance agent and is involved with a voluntary benefits company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, managed portfolio options, and access to a range of investment and insurance products via an integrated platform.

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 in Cicero, NY, holding a Series 63 license and bringing 24 years of industry experience. He also operates a public accounting firm as a CPA since 1988. Anderson serves as an audit committee member for the Mexico Academy and Central Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

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, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Cadaret, Grant & Co., Inc. and Quest Financial Services for 22 years before joining LPL Financial. He is also involved with Quest Wealth Management in a capacity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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. She previously worked at Cadaret, Grant & Co., Inc. for 12 years and United Financial Services for 9 years. Outside of her advisory role, she is involved with Hollywood & Little B, a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diversified advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Austin McIntosh is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He has been with LPL Financial since 2022 and also holds a branch manager position at M&T Bank, where he has worked since 2018. McIntosh previously interned with the Upstate Minority Economic Alliance and has experience with CNY Centro. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Ronald Pratt Jr. is a financial advisor with LPL Financial and holds a Series 63 license. He has eight years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., and United Financial Services. Outside of his advisory role, he is the owner of Team Pratt Racing, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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 worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. Vinciguerra is also president of JSD & Associates, Inc., a corporation through which he conducts securities business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions and uses firm-provided tools for portfolio construction and management across various asset classes.