Anita Lombardi is a financial advisor at Summit Financial, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Everest Consultants, LLC for two decades. Outside of her advisory role, she is the owner and managing member of A.P. Lombardi Group, LLC, an entity involved in investment-related financial activities, including commission-based insurance product sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Philip Allen IV is a financial advisor at Advisors Capital Management, LLC with one year at the firm and over seven years of industry experience. He holds the Series 66 designation. His prior work includes roles at Atria Wealth Solutions and Cadaret, Grant & Co., Inc. Outside of financial advising, he was involved with Lemoyne College, Syracuse Nets, and Carrier Dome Concessions. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, managing over $8 billion in assets with a combination of top-down macro and bottom-up security analysis.

John Paganelli is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He previously worked at Blue Water Capital Management, LLC from 2007 to 2024, which now operates as a DBA under Perigon Wealth Management. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular account reviews.

Bridget Cunningham is a financial advisor at Dakota Wealth, LLC with 13 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Dakota Wealth in 2021, she spent 28 years at KeyBank NA. Dakota Wealth, LLC provides wealth management, investment management, financial planning, and retirement advisory services to individuals, trusts, foundations, charitable organizations, and business enterprises. The firm specializes in customized, primarily long-term portfolios utilizing mutual funds, ETFs, equities, fixed income, structured products, REITs, and options, along with independent manager allocations when appropriate.

Caleb Humbert is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms, including Cadaret, Grant & Co., Inc. and The Ayco Company, L.P. Outside of his advisory role, he serves as a lacrosse referee. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also offers retirement plan services and customized wealth management solutions.

Stephen Swift is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY, holding the ChFC® and Series 63 designations and bringing 15 years of industry experience. He has worked with Perigon and its predecessor entities since 2007. Additionally, he has been active in insurance sales through his sole proprietorship and an affiliated insurance agency since 1988. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular reviews and serves as both sponsor and oversight manager of wrap-fee programs and sub-advisor relationships.

Patrick Mahardy is a CFP® with 20 years of experience in the financial services industry. He is currently with Independent Financial Partners and has previously worked at Commonwealth Financial Network for 11 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Akira Gatewood is a Series 66-licensed financial advisor with Valic Financial Advisors in Syracuse, NY, and has four years of industry experience. Prior to joining Valic, Akira worked at Equitable Advisors and has held various roles including agent selling non-securities insurance products at Agia. Outside of financial services, Akira is a musician who writes, records, and performs original music. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Joseph Lazzaro Jr. is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Independent Financial Partners and IFP Securities, LLC, having previously worked at Commonwealth Financial Network for 11 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Thomas Militello is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC before joining United Planners in 2021. Militello also owns Adirondack Investment Strategies, a marketing DBA, and serves as an insurance agent for non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory services through independent Investment Adviser Representatives, employing a mix of custodians and third-party money managers, with a notable focus on non-discretionary account management.

Albina Balkic is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked with Key Investment Services LLC since 2016, including a role at KeyBank during that period. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 employs a multi-provider model involving Envestnet, the Key Wealth Chief Investment Office, and third-party managers, offering discretionary and non-discretionary investment options along with various wrap programs and ancillary insurance products.

Caragh Fahy is a CFP® professional with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Madison Financial Planning Group. She worked at Lincoln Financial Advisors Corp. for 22 years prior to joining her current roles. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christian Brown is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and M&T Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio options and offers various wrap programs supported by affiliated custodial and insurance services.

Michael Sheridan is a CFP® with 32 years of industry experience, currently serving at Independent Financial Partners since 2020. His prior experience includes 15 years at Key Investment Services LLC. Outside of his advisory role, he is involved as the owner of a holding company and an S-Corp related to financial services compensation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with discretionary and non-discretionary account management, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Brent Schleicher is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Commonwealth Financial Network for 11 years before joining Independent Financial Partners and IFP Securities in 2025. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with both discretionary and non-discretionary account management, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

Joseph Fletcher is a financial advisor with Commonwealth Financial Network in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Salt City Financial Advisors and has professional experience in corporate and sports-related roles. Outside of finance, he is involved in bookkeeping for The Goalie Workshop and coaches at The Platform Lacrosse Academy. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance infrastructure to affiliated advisors.

Mario Cabral is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company and Equitable Advisors. Outside of advisory work, he is a 50% owner of St. Famous Partners LLC, which manages rental properties. Park Avenue Securities LLC, operating as Park Avenue Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.

Collin Avery is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at KeyBank, Mariner Finance, and Sir Walter Chevrolet prior to his current role. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary and non-discretionary management options and integrates services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Jeffrey Petroske is a financial advisor with TIAA-CREF in Syracuse, NY, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at M&T Securities, Inc. and M&T Bank from 2010 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios, functioning within a vertically integrated structure that includes affiliated funds.

Ellen Raflowski is a Series 66 licensed financial advisor with Valic Financial Advisors, bringing 13 years of industry experience. She has worked with Valic Financial Advisors since 2016 and is also associated with Agia in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.