James Connell Jr. is a financial advisor with TLG Advisors, Inc. and holds a Series 63 designation. He has 34 years of industry experience, including roles at The Leaders Group, Inc. since 2014 and at James V Connell Associates since 2011. Outside of his advisory work, he is involved in managing and recruiting for insurance-related businesses. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional and digital investment programs through a network of independent representatives and sub-advisors.

Kevin Visconti is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and has prior experience at Diversified Capital Management, ETFIdea, LLC, Cadaret, Grant & Co., Inc., and LPL Financial. Visconti has co-ownership involvement in Diversified Capital Management and serves as an Investment Adviser Representative of ETFIDEA, offering asset management and financial planning services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Andrew Bartholomew is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Key Investment Services since 2016, following two years at LPL Financial. 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. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating services from affiliated entities such as KeyBank and KeyBanc Capital Markets.

Todd Cross is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Tucker-Haskins and Associates, MML Investors Services, MassMutual Life Insurance Co., NYLIFE Securities LLC, and New York Life. Outside of advising, he has served as a field trainer for insurance agents at Bankers Life & Casualty, Inc. and has worked as a grocery delivery shopper. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Jordan Hamilton is a financial advisor at Key Investment Services LLC in Syracuse, NY, with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citizens Bank, Verizon, Best Buy, and Onondaga Community College. 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 utilizes a multi-provider model combining discretionary and non-discretionary portfolio management, with integration of services from KeyCorp affiliates.

Scott Lombardo is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at KeyBank, LPL Financial, M&T Securities, J.P. Morgan Securities, and Chase Investment Services Corp. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with both discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

George Nardone is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. Prior to joining Commonwealth in 2024, he worked at Diversified Capital and Cadaret, Grant & Co., Inc., among other firms. Outside of his advisory work, he serves as Director of Operations at Eastwood Dental Office in Syracuse, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm provides a range of managed-account programs, access to third-party asset managers, and custody/clearing services, supporting both individual and institutional clients.

Riley La Vancha is a CFP® professional with one year of industry experience, currently serving at Bankers Life Advisory Services, Inc. Prior to this, Riley worked at Rockbridge Investment Management, LLC. Outside of the financial industry, Riley serves on the board of a nonprofit organization, Devins Rec Room, which supports individuals in alcohol or drug recovery in Syracuse, NY. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Mark Banac is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various entities within the Bankers Life group since 2019. In addition to his advisory role, he is an insurance agent licensed to sell life, Medicare, annuity, and health insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios, offering a range of investment strategies implemented across multiple asset classes.

Meghan O'Brien is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining Commonwealth, she worked five years at PBJ Wealth Management and has a background including roles in education and the hospitality sector. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad range of services including managed-account programs, access to third-party asset managers, and custody and clearing services.

Abigail Stevens is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2022, she worked at Auburn Community FCU and Visions Federal Credit Union and has experience in both the education and nonprofit sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and offers a variety of advisory programs through a network of Investment Adviser Representatives and third-party asset managers.

Robert Brunette is a financial advisor with Raymond James Financial in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including roles at Planned Results Inc and Raymond James Financial Services, Inc. Brunette is also involved with Planned Results, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting utilizing various analytical tools and maintains a unique affiliation with a municipal advisor to support its municipal and public finance services.

Michael Jim is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63, 65, and 66 licenses and 33 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Dauksza is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and Pruco Securities, LLC. He is CEO of Excelsior Wealth Partners and serves on the board of the Fayetteville-Manlius All Sports Boosters Club, supporting local high school athletics. OSAIC Wealth, Inc. provides services to a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services through a large network of advisers, utilizing asset-allocation tools and third-party resources to construct and manage portfolios across various investment types.

Brandon Mimas Weeks is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His career includes roles at Empower Federal Credit Union and CUSO Financial Services, LP. Weeks serves on the Planned Giving Advisory Council for Unity House, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Travis Decker is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of Utica, Excelsior Wealth Partners, and Utica University. Decker also serves as a Registered Assistant at Excelsior Wealth Partners, where he contributes to research and administrative tasks. OSAIC is a large firm serving retail and institutional clients through a broad network of advisers, offering integrated brokerage and investment advisory services. The firm employs various tools for portfolio construction and supports multiple advisory platforms, including third-party managed accounts and alternative investment options.

Ronald Ciotoli is a financial advisor with LPL Enterprise holding a Series 63 designation and over 32 years of industry experience. He has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Lifemark Securities Corp. Outside of his advisory role, he serves as a sports official for soccer and basketball and holds a legislative position in Tioga County. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers access to third-party asset managers and insurance products.

Daniel Duffy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., Solvay Bank, Cadaret, Grant & Co., LPL Financial, and Wells Fargo Clearing. He also has an insurance business involving life, accident, health, and annuities products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and a wrap program.

Ryan Matousek is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Key Bank, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s approach is model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and various non-securities products and services.

James Amuso is a financial advisor with LPL Enterprise holding a Series 63 designation and 8 years of industry experience. Before joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2018 to 2024. Prior to his career in finance, he spent over two decades at Turning Stone Resort and Casino. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.