William Kriesel is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. His prior work includes roles at B&C Planning Services LLC, ETFIDEA LLC, Cadaret, Grant & Co., Inc., and Diversified Capital Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, compliance, and practice management.

Nicholas Barnes is a CFP® with 13 years of industry experience, currently advising at Cetera Planning Partners. His prior roles include positions at Avantax and Fidelity, among others. Barnes also serves as a city counselor in Fulton, NY, where he participates in local governance and community resource coordination. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through affiliated providers, utilizing a diversified investment approach aligned with client objectives.

Lisa Thurston is a financial advisor at Mariner with eight years of industry experience. She holds a Series 63 designation and has worked previously at firms including OSAIC, Securities America Advisors, Stratos Wealth Partners, LPL Financial, First Allied Securities, and Retirement Income Analysts. Outside of advising, she is involved as a distributor of Young Living Essential Oils and works as an individual agent assisting clients with Medicare Advantage plan selections. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining in-house research with third-party managers and integrating tax and accounting services uncommon for a firm of its size.

Stephen Rockhill is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Morgan Stanley. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program.

Diana Mcbride is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017. Her prior experience includes roles at Llegend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic model portfolios and dynamic AIM strategies.

Russell White is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Bankers Life Securities, Inc., New York Life Insurance Co, and earlier positions outside finance at Uber and Christian Brothers Academy. He serves as a board member of CNYSME, a networking organization for Syracuse sales executives. 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 services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

James Keller III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Principal Securities and KeyBank before joining Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection, provides access to third-party discretionary managers, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Sarah Puff is a financial advisor at GWN Securities Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2013. In addition to her advisory role, she is licensed as an agent for life, health, disability, and long-term care insurance, assisting clients in selecting suitable insurance policies as part of their overall financial plans. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both traditional and momentum-based investment strategies.

Jackson Denue is a financial advisor at TIAA-CREF based in Syracuse, NY, holding a Series 66 designation with two years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2024 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary portfolio management.

Sean Oconnor is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 63 designation and has worked at Principal Securities Inc since 2018, following prior roles at Principal Life Insurance Company, Ephesus, and Time Warner. Outside of his advisory work, he is also licensed as an insurance agent focusing on life, disability, annuities, health, long-term care, and Medicare-related products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various adviser and promoter arrangements.

Annie Baker is a financial advisor with Commonwealth Financial Network based in Syracuse, NY. She holds a Series 66 designation and has six years of industry experience, all of which have been with PBJ Wealth Management. Outside of her advisory role, she serves as a board member of Geddes Federal Savings & Loan Association. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers discretionary and nondiscretionary managed account programs and access to third-party asset managers while providing custody, clearing, and back-office services.

Noble Cator Szymanski is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Enterprise, the University at Buffalo, and service in the United States Marine Corps. Outside of financial advising, he coaches sports and fitness at Greek Peak Mountain Resort. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and consulting services supported by an in-house Investment Management & Research team and a network of third-party managers.

Marie Norkett is a CFP® professional with five years of industry experience, currently serving at Creative Planning since 2025. Her prior roles include positions at Sageview Advisory Group, Capital One, United Income, Blue Ocean Strategic Capital, and The Carta Group/Community Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques.

Howard Moskow is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2017 and previously was with Legend Advisory Corporation and Legend Equities Corporation for a combined 31 years. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs third-party managers.

David Rutkowski is a CFP® professional with 39 years of experience in the financial services industry, currently working at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation spanning over two decades. Outside of advisory work, he owns and operates an income tax preparation business and serves as co-trustee and investment advisor for a family trust. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team.

Julie Carr is a financial advisor with Lincoln Investment in Baldwinsville, NY, holding a Series 63 designation and 14 years of industry experience. Her career includes roles at Legend Advisory Corporation and Legend Equities Corporation, as well as ongoing work in tax preparation as vice president of Michel Tax & Accounting Service. She also has experience in life insurance sales. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm uses an in-house Investment Management & Research team to develop strategic portfolios and operates a layered delivery model combining advisor-led relationships with model portfolios and third-party managers.

Michael Jennings is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, AxA Advisors, and the US Department of Homeland Security. Jennings operates in Syracuse, NY. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and offers a variety of programs and platforms across multiple custodians.

Reanna Wenham is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at RBC Capital Markets, LLC for 13 years. She is based in Syracuse, NY. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing managed account services, employing a fiduciary standard for its registered investment advisory services.

Scott Stevens is a financial advisor with Private Advisor Group, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Private Advisor Group in 2015, he worked at LPL Financial, LLC and Mutual of Omaha Investor Services, Inc. Stevens is involved with Eastgate Financial Group, Inc., an investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

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.