John King is a financial advisor at Dakota Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Key Private Bank from 2009 to 2021. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using various investment vehicles and emphasizes active oversight, including managing private funds and acting as sub-adviser to a registered ETF.

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advisory work, he is involved in ice cream manufacturing through Gabrielle Chocolates and Ice Cream. Good Life Advisors is a multi-team registered investment adviser with roughly 95 advisors and about $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering tailored portfolio management, financial planning, retirement consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Thomas Bailey is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services, JMA Wireless, and the U.S. Department of Health & Human Services. Outside of advising, Bailey operates his own income tax preparation and financial services LLC and works as a licensed New York State armed guard and retired police officer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors managing over $1.3 billion in assets. The firm offers a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

James Brennan is a financial advisor at Aegis Capital Corp. in Syracuse, NY, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Princor Financial Services Corp for 14 years before joining Aegis in 2021. Outside of his advisory role, he is a co-owner of Columbia Hall Inc., an S-corporation involved in rehabbing a commercial building. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory, brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Larry Daigneau is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and serves as president of Money Map Mentors, an S-Corporation established for tax and payroll purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides various program options such as advisor-managed models, third-party manager access, and ERISA plan advisory services.

Gregory Sabo is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and operates a seasonal tax preparation and planning business serving individuals and small businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team that drives investment decisions using proprietary screening processes.

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, holding a Series 63 designation and 35 years of industry experience. He previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, Mcinerney owns a tax preparation service and serves as treasurer and board member of the New York State Certified Swimming Officials Association. Capital Analysts serves a diverse client base including individuals, trusts, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management with offerings such as advisor-managed model portfolios, third-party manager access, and ERISA retirement plan advisory services.

Matthew Bird is a financial advisor at Capital Analysts with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including roles at Lincoln Investment and in the automotive industry. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides a range of advisory services including custom portfolios and access to 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.

Steven Burgess is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at LPL Financial, M&T Bank, Prudential Insurance Company of America, and Mutual Inc., alongside self-employment since 2001. Outside of his advisory work, he assists with his son’s local tree removal and maintenance services on a limited basis. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight under ERISA Section 3(38) and participant-level investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios and supporting clients with education, seminars, and personalized retirement planning.

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.