Pierre Duchmann is a Series 65 licensed advisor at Quartz Partners Investment Management with one year of industry experience. Prior to joining Quartz Partners, he has been involved in fuel sales through Silchuk Logistics and property management at Cedar Ridge Apartments. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management with a focus on macro analysis and stock selection across multiple portfolio series.

Jack Talarico is a financial advisor at Quartz Partners Investment Management with a Series 65 designation. He has held roles at Etico and Quartz Partners since 2025, and previously worked at the University at Buffalo, Yahnundasis Golf Club, and the New Hartford school district. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, combining top-down macro analysis and bottom-up stock selection across multiple portfolio series. The firm operates multiple branch offices and offers various program sponsorships and model delivery arrangements.

Todd Powers is a financial advisor at Key Investment Services LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Equitable Advisors, Axa Advisors, and Symmetry Financial Group. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs using a multi-provider model that integrates discretionary implementation and third-party strategist portfolios, with a notable affiliation to KeyCorp affiliates offering additional financial services.

James Brock Jr. is a Series 63-licensed financial advisor with Equity Services, Inc. in Utica, NY, where he has worked since 2000. He has 34 years of industry experience and also has longstanding roles with National Life of Vermont and his family agency, Jim Brock Agency, Inc. Outside of his advisory work, he serves on the Board of Directors for Friends of Bassett Healthcare Network. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, including third-party managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Adam Green is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has worked in roles at several firms including Advanced Group Financial Services, Commonwealth Financial Network, and Northwestern Mutual. Outside of advising, he has been involved in fixed insurance sales. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, supporting a range of investment platforms and third-party solutions.

John Gaspa IV is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Guggenheim Partners. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model including Envestnet and third-party managers, and is integrated with KeyCorp affiliates providing a range of advisory and capital markets services.

Mary Zervos is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work history includes positions at Bank of America, Merrill, and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and portfolio design by internal and third-party managers, serving mainly non-discretionary clients and integrating services with KeyCorp affiliates.

Mechell Ryan is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at THE Vanguard Group, Inc. for 10 years before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

Taylor Jaquays is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. Their work history includes roles at Valic Financial Advisors since 2017 and a current agency position with Agia focused on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 utilizing Envestnet’s platform and third-party UMA model managers.

Ashley Kinney is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and has been with Citizens Securities since 2016. Prior to this, she worked at Tuscan Oven for two years. Kinney also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Ronald Labella is a financial advisor at Lincoln Investment with 32 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1994. Additionally, he has been affiliated with Utica College since 1982. Outside of advising, he owns R&D Enterprises, a computer consulting business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic portfolios and adaptive strategies.

Alexander Gere is a financial advisor with Key Investment Services LLC in Rome, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His career includes multiple roles at Key Investment Services LLC and KeyBank, as well as previous positions at Oakley and Fire Brothers Masonry. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers various wrap programs and integrates with KeyCorp affiliates for investment due diligence and related services, employing a multi-provider model with a focus on non-discretionary portfolio management.

Daniel Orcutt is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds a Series 63 designation and has held roles at Ameritas and related entities since 2012. Orcutt is also president of DCO Insurance Agency Inc, where he sells fixed insurance products and works with business owners to determine appropriate coverage. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a wide range of portfolio management options and financial planning services through multiple program platforms and affiliated entities.

Heather Hawley is a CFP®-certified financial advisor with 19 years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC since 2026, following prior roles at Commonwealth Financial Network and Advanced Group Financial Services. Outside of her advisory duties, she serves as a notary public, providing document notarizations for clients at no charge. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages assets across multiple platforms with approximately $79.8 billion under management.

Adam Miller is a financial advisor with VOYA Financial Advisors, Inc. in Utica, NY, holding a Series 63 designation and 28 years of industry experience. He has been with VOYA Financial Advisors and its affiliated firms since 2014. Outside of his advisory role, he is an independent insurance agent focusing on fixed insurance sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies and manages a significant portion of assets on a non-discretionary basis.

Jeffrey Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advising, he is involved in luxury watch collecting and investing through ownership of a related business in Marco Island, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 advisors.

Nicole Curley is a financial advisor with Morgan Stanley in Utica, NY, holding a Series 66 designation and six years of industry experience. She has been involved with the Stevens-Swan Humane Society since 2010. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved tools and research.

Honorine Wallack is a CFP® professional with 37 years of industry experience, currently serving at Robert W. Baird & Co. since 2018. Prior to joining Baird, she worked at M. Griffith Investment Services, Inc. for six years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers financial planning, discretionary and non-discretionary portfolio management, and tailored investment strategies utilizing both in-house and third-party managers.

Robert Watkins is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has a long career history including roles at Provident Mutual and Advanced Group Financial Services, where he was also owner of related entities. Outside of advisory work, he owns a tax preparation service and acts as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers advisory and brokerage services with a broad range of investment options and technology tools, supported by a large network of advisors and significant assets under management.

John Slifka is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds a Series 63 designation and has held roles at LPL Financial, The Prudential Insurance Company of America, PRUCO Securities, LLC, Cadaret, Grant & Co., Inc., and Securities America Advisor, Inc. Outside of financial services, he was involved with Three Sisters Farm for 11 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.