Gregory Burns is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for six years before joining Raymond James Financial Services Advisors, Inc. in 2022. Burns is also involved as an independent contractor with Entrust Wealth Management and is a partner in a family-owned business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory programs and supports municipal and public finance work through unique affiliations.

Joseph Ferri is a CFP® professional with 25 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He worked at Ameriprise Financial Services, Inc. for 15 years prior to that. Outside of his advisory role, he is involved in business ownership related to establishing a defined benefit pension plan for an office building LLC in Owego, NY. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to generate personalized retirement income recommendations.

Marco Montone is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at All Yours Coaching and Jersey Mike's, as well as employment with the Maine Endwell School District and WEIS Markets. He also attended Binghamton University from 2020 to 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored by a centralized consulting team.

Peter Mitchell is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. His prior work experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he has worked in retail and food service sectors. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a range of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Michael Kaiser is a financial advisor with Ameriprise in Horseheads, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at RiverSource Distributors Inc for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Vicki Bevin Hutchinson is a financial advisor with OSAIC, holding a Series 63 designation and bringing 23 years of industry experience. Her career includes positions at Securities America Advisors, Inc., Securities America Inc., and ongoing work with Mark Saroka. She is also a commissioned Notary Public in Broome County, New York. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage, advisory, and retirement plan consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios for individual and institutional investors.

Troy Luciani is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His work history includes roles at Visions Analysis, Visions Federal Credit Union, and several educational and service positions. 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 financial planning and portfolio management services supported by advanced operational tools and maintains oversight of more than $819 billion in discretionary assets through a large network of advisors.

John Marchiel is a Series 66 credentialed financial advisor with OSAIC. He joined the firm in 2026 and has prior experience at Faithward Advisors and Citigroup Inc. Marchiel’s background also includes work and study at Binghamton University and teaching roles at Chaminade High School. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing a mix of proprietary tools and third-party solutions to construct portfolios across various asset classes.