Robert Landis is a financial advisor at Edward Jones in Moravia, NY, holding CFP® and Series 66 designations with nine years of industry experience. He served in the U.S. Navy for 20 years before working as a self-employed advisor and joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers additional services such as trust, securities-based lending, and tax-efficient investment solutions.

Shara Barr is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a wider range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Brooke Reilly is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies structured discovery processes alongside firm-approved planning tools in its advisory services.

Crista Gee is a financial advisor with Morgan Stanley in Ithaca, NY, holding a Series 63 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Arthur Lustgarten is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 24 years of industry experience. He has been affiliated with Raymond James since 2001 and also operates an accounting practice under the name Art Lustgarten, CPA, which he has run since 1991. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supported by a large advisor network and specialized institutional and municipal services.