Sara Scardaci is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Cambridge Investment Research and First Command Financial Services, as well as periods dedicated to homemaking. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements using firm-approved software and offers specialized planning services including estate settlement and employer-sponsored programs.

Rowena Ilag Ferguson is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and eight years of industry experience. Prior to joining Primerica, she worked 18 years with Associated Gastroenterologists of CNY and currently has involvement with the Specialty Surgery Center of Central NY. She also has outside business activities related to sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model portfolio strategies managed by unaffiliated asset managers, with trade execution and custody supported by Pershing and BNY Mellon Advisors.

Kyle Mumpton is a CFP® professional with 38 years of industry experience, currently serving at Thrivent Investment Management since 2002. He has spent his entire tenure with Thrivent Financial for Lutherans, based in Liverpool, NY. Outside of his advisory role, he established an LLC to hold real estate that will house his business offices. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority. The firm’s approach combines goal-based analyses with client information and allows clients to link planning with managed-account services through a consolidated billing option.

David Huhtala is a CFP®-certified financial advisor with 16 years of experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at M&T Securities, Sagepoint Financial, and Prudential Insurance Company of America. He serves as a co-trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various portfolio strategies and advisor-support tools.

Roger Hare is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience and has previously worked at LPL Financial, American Portfolios Financial Services, Westminster Financial Advisory Corp, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Barba is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Equitable Advisors / AXA Advisors. Brandon holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment options through a nationwide network of advisors and branch offices.

Alex Crouch is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Lockheed Martin for five years. Outside of his advisory role, he owns Plains Moving, LLC, where he counsels operations on his days off. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Shelly Terzolo is a financial advisor with Cetera, holding a Series 63 designation and bringing 23 years of industry experience. She has worked at Cetera since 2021 and previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services dating back to 2002. Terzolo is the owner and president of The Terzolo Financial Group, Inc., which provides tax and accounting services in addition to investment services. She also serves as a sponsorship committee member for the Road to Emmaus Ministry board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Peter George is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for M&T Securities, Inc. for 10 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive technology and research resources.

Eric Strickland is a CFP® and ChFC® with 32 years of experience in the financial industry. He currently works at LPL Financial and has operated Strickland Wealth Management LLC since 2013. Prior to his current roles, he spent over two decades at Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers using model portfolios, third-party subadvisors, and customized strategies.

Andrew Mangano is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Community Bank since 2013 and INVEST Financial Corporation from 2013 to 2018. Outside of his advisory work, he serves as a general agent for a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and advisor-facing tools, while maintaining a broad platform that includes affiliated insurance and banking services.

Neil Pecka is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc., and currently manages operations at Horan Wealth Management. Outside of finance, he serves as a soccer referee for the United States Soccer Federation. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment approaches and account structures.

Jamie Johnson is a financial advisor with Edward Jones in Baldwinsville, NY, holding a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2023, Jamie worked at Seint Beauty as an artist and sales consultant and was employed at Best Buy Mobile. Outside of advising, Jamie has been involved in beauty sales through Seint, mainly for personal product discounts. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Luke Ferree is a Series 66 licensed financial advisor with LPL Financial, bringing two years of industry experience. Prior to joining LPL Financial, he worked at Cadaret Grant & Co., Inc, and has a background that includes roles outside finance such as in hospitality and banking. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing both proprietary and third-party strategies with a broad platform of financial tools and partnerships.

Michael Fitzgerald is a CFP® credentialed financial advisor with Raymond James & Associates who has 11 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2024 before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and a variety of portfolio management strategies.

Daniel D'andreano is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., S.E.E.D. Planning Group, LLC, TIAA-CREF, Chase Investment Services Corp., and HSBC Securities (USA) Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, asset management, and institutional platform solutions supported by advanced advisor tools and oversight of substantial discretionary assets.

Kim Emperato is a financial advisor with LPL Financial in Jordan, NY, holding a Series 63 designation and 16 years of industry experience. Prior to LPL, Kim worked at Lyons National Bank and H.D. Vest Advisory Services. Kim also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms, supported by extensive operational and research tools.

Gregory Boshart is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.