Thomas Brown is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY. He holds the Series 66 designation and has seven years of industry experience, including eight years with Blue Water Capital Management, LLC prior to his current role. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction aligned with each client’s goals, time horizon, and risk tolerance, and uniquely services banking and thrift institutions while overseeing wrap-fee programs and sub-advisor relationships.

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.

J Kenneth Mcinerney Jr. is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he owns a tax preparation service specializing in personal income taxes and serves as treasurer and board member of the New York State Certified Swimming Officials Association. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network. The firm’s in-house Investment Management & Research team employs a proprietary mutual-fund screening process to build diversified portfolios and provides both discretionary and non-discretionary investment management.

Matthew Bird is a financial advisor with Capital Analysts in Syracuse, NY, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Lincoln Investment and several years in the automotive sales sector. His related business activities include assisting in day-to-day financial services operations. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors. The firm combines discretionary investment management by an internal team using a proprietary fund screening process with non-discretionary services provided through advisors and third-party managers.

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 credentials and previously worked at KeyBank NA for 28 years. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of wealth management and advisory services, focusing on customized, primarily long-term portfolios that incorporate mutual funds, ETFs, individual equities, and other investment vehicles.

Caleb Humbert is a financial advisor at Manning & Napier Advisors, LLC with seven years of industry experience. He has worked with firms including Cadaret, Grant & Co., Inc. and The Ayco Company, L.P. Outside of his advisory role, Caleb is a lacrosse referee. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, managing discretionary separately managed accounts and offering fiduciary retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection through a team-based, strategy-specific approach.

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.

Daniel Jeffery is a CFP® with 30 years of industry experience, currently affiliated with The AmeriFlex Group. His prior roles include positions at Lincoln Financial Advisors, Commonwealth Financial Network, and Best Times Financial Planning. Outside of his advisory work, he serves as treasurer for the Labrador Mountain Ski Patrol and is a board member of the Cavalry Club. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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 licenses and bringing 13 years of industry experience. She has worked with Key Investment Services LLC since 2016, including her current role since 2021, and previously held positions at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

David Palmiter is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Citizens Securities, Inc. for 17 years. Outside of advising, he is the owner of a single-family rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating as part of the KeyCorp group with affiliated banking and capital markets entities.

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 with Key Investment Services LLC in Syracuse, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes 11 years at M&T Securities, Inc. and a period at LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Craig Fitzpatrick is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 17 years of industry experience. Fitzpatrick previously worked at Cadaret Grant & Co., Inc. and Pathfinder Investment Services. He serves on the board of directors and operations committee for the Child Advocacy Center of Oswego County. 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 offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael De Bottis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at KeyBank, LPL Financial, M&T Securities, Equitable Advisors, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.