Daniel Michel is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he spent significant time at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Michel serves as president and treasurer of Michel Tax & Accounting Service, Inc., a firm specializing in tax preparation, payroll, bookkeeping, and accounting. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning services and investment management solutions, employing both strategic and dynamic approaches across discretionary and non-discretionary programs.

Brandon Maggio is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as positions at the Syracuse VA Medical Center and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

Brent Schleicher is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Commonwealth Financial Network for 11 years before joining Independent Financial Partners and IFP Securities in 2025. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with both discretionary and non-discretionary account management, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

Aaron Hausman is a Series 65 credentialed advisor affiliated with Commonwealth Financial Network. He has one year of experience in financial advisory roles, currently serving at both Stout Asset Management, LLC and Commonwealth Financial Network since 2026. His prior work includes positions at Prime Therapeutics, Ragnar Events, Magellan Health, Apex Semiconductors, Raytheon, and The Running Shop AZ. 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 comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment options.

Amber Amidon is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has 14 years of industry experience, including positions at Park Avenue Securities, Principal Financial Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she serves as a power of attorney for a family member. Amber works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party investment strategies.

Mario Rector is a financial advisor with Principal Financial Services in East Syracuse, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Legacy Financial Group and Union Financial, Inc. He also has experience in fixed insurance sales, covering life, disability, annuities, health, long-term care, dental, Medicare, and Medicaid insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christian Stout is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has worked at Commonwealth Financial Network since 2015 and is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operations, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, including PPS Custom and Personalized Indexing options.

Shawn Emmons is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to his advisory role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Leyla Morgillo is a Certified Financial Planner® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network. She previously worked at Lincoln Financial Advisors for 10 years and joined Madison Financial Planning Group and Commonwealth Financial Network in 2023. Outside of her advisory role, she serves as secretary for the Kirkville Fire District. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, technology, compliance, and investment management services. The firm offers a range of advisory programs and discretionary model portfolios designed to meet diverse client needs.

Timothy Sennett is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Eequities Corporation. He is also a self-employed Enrolled Agent who prepares income tax returns. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and tactical approaches through its Investment Management & Research team.

Nicole Hurley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at firms including Northwestern Mutual Investment Services LLC and Focused Financial Solutions. Hurley is also co-owner of Crossbridge Financial Group of CNY, a private entity supporting securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Raymond Luce III is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 31 years of industry experience. His prior work includes roles at LPL Financial, Reliance Capital Management, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved as a sports and fitness coach in Central Square, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design and compliance, and employee education, supported by due diligence processes and a range of management platforms.

Gerri Harrison is a CFP® professional with 29 years of industry experience, currently serving at J.W. Cole Advisors, Inc. She has held roles at J.W. Cole Advisors and J.W. Cole Financial, as well as positions at Visions Analysis LLC, LPL Financial LLC, and Planning with Purpose LLC. Outside of her advisory work, she is involved in tax preparation and consulting through Riverside Income Taxes LLC and has a long-standing role in insurance sales. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, model-based approaches, and digital advice.

Nathan Stevens is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Eastgate Financial before joining Private Advisor Group and LPL Financial in 2018. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Andrew Baker is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory work, he operates a sole proprietorship buying and selling used boats, RVs, autos, and snowmobiles at auction. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, managing approximately $12.9 billion in regulatory assets through a variety of platforms and investment strategies.

James Tucker IV is a Series 66-licensed financial advisor with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and Madison Financial Planning Group, having held prior roles at Lincoln Financial Advisors, Bank of America, and Merrill. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with a broad range of investment options and back-office support.

Carolyn Barnaba is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her career includes roles at KeyBank and Empower Federal Credit Union, with over two decades associated with KeyBank entities. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment strategy selection combined with professional monitoring and oversight, operating within the KeyCorp group and collaborating with affiliated entities for custody, clearing, and additional financial services.

Joseph Diamond is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Evan Ryan is a financial advisor with Key Investment Services LLC in Cicero, NY. He holds Series 63 and Series 66 registrations and has four years of industry experience. Prior to his current role, he worked at KeyBank and was involved with the Potsdam Town & Country Club and Clarkson University/MWCS. 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 model selection and ongoing monitoring, offering access to third-party managers and providing supervisory oversight across its programs.

Mark Modzeleski is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 63 designation and bringing 26 years of industry experience. He has previously worked at MassMutual and Mass Mutual Investors Services. Outside of his advisory role, he serves on the board of a diversified dairy farm and is involved with an investor group developing a multi-field sports complex in Syracuse, NY. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisors. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.