Maxwell Bobrycki is a financial advisor with Eagle Strategies (NY Life) in Dewitt, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has previously worked at Crystal Clear Financial Group LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2015. Bobrycki serves as a board member of the NAIFA Syracuse chapter, where he organizes meetings and helps increase membership. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Karsen De Pasquale is a financial advisor at Farther with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Farther, Karsen held roles at Korn Capital Management, DePasquale Capital Inc., and Romero Capital. Outside of financial services, Karsen's work history includes positions at DoorDash, Tim Horton's, D.P. Dough, and Falconer Central School District. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual equities.

Lee Loomis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with New York Life Insurance Co. and NYLIFE Securities, LLC. Outside of his advisory role, Loomis serves as an officer for Gideons International, an organization distributing Bibles to various institutions. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Harris is a financial advisor with Lincoln Investment in Syracuse, NY, holding a Series 63 designation and 48 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent over two decades at Legend Equities Corporation and Legend Advisory Corporation. Outside of his advisory work, he is a member and owner of LADY DI LEGEND LLC, a holding company used for payroll purposes. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Michael Kasch is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. Kasch has been affiliated with New York Life and its related entities since 2005 and also operates Crystal Clear Financial Group, LLC. Outside of his advisory work, he coaches 16U softball and serves as a high school softball umpire in the Syracuse area. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring solutions to client goals, with the majority of its assets managed on a non-discretionary basis.

Brian Schultz is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Pinnacle Investments, Private Advisor Group, LPL Financial, and Choice Point Advisors. Outside of his advisory work, he serves as Treasurer for the Board of Directors at Bishop Grimes Jr/Sr High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through risk-based mutual fund portfolios and supports clients with education, seminars, and personalized planning services.

Patrick Newton is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 63 designation and 21 years of industry experience. He has been with Private Advisor Group since 2013. Newton also sells fixed insurance as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms along with third-party managers and TAMPs to implement investment strategies.

Joseph Bethmann is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Legacy Financial Group and Associates, Union Financial, and BCA Wealth Advisors. Outside of his advisory role, he is also active as a licensed real estate agent. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jennifer Valley is a financial advisor with LPL Financial who holds a Series 63 designation and has 25 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc., Park Avenue Securities, and Guardian Life Insurance. She is involved with Uncommon Financial, Inc., a business entity she manages related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marcia Irvin is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2009, with additional experience at City National Bank beginning in 2024. Outside of her advisory role, she serves as treasurer for the Shepard's Woods Land Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and a variety of advisory programs. The firm combines in-house and third-party managers to provide portfolio management, financial planning, and brokerage services.

Gary Croniser is a financial advisor with LPL Financial in East Syracuse, NY, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2026 and was previously affiliated with Commonwealth Financial Network for 18 years. Croniser is also the owner and president of GRC Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers various investment strategies and utilizes technology tools to support advisors while managing over $819 billion in discretionary assets.

Liz Csonka is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, she worked briefly at Prudential and has experience in educational roles at California State University Sacramento and Sacramento New Technology High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Uri Doolittle is a CFP® professional with 42 years of industry experience, currently serving as an advisor at LPL Financial since 2023. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Cambridge Investment Research Advisors, and Equitable Advisors. Outside of his advisory work, he is involved with U5 Holding Company LLC, a business entity for tax and investment purposes. 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 investment solutions, leveraging a wide network of advisors and utilizing both proprietary and third-party investment strategies.

Jeffrey Klein is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Michael Roberts Associates, Inc., where he is also a co-owner. Outside of advisory work, he is involved in fixed insurance sales and co-owns a commercial real estate entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, employing various investment approaches including model portfolios, third-party management, and customized strategies.

Tamela Fabiano is a financial advisor with Primerica Advisors in E Syracuse, NY, holding a Series 63 designation and 14 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of her advisory role, she is involved with Father Champlin's Guardian Angel Society. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing oversight of its investment offerings.

Mauro Bottoni is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. Prior to joining Cetera in 2025, he spent 10 years with Avantax Advisory Services and Avantax Investment Services. He is also president of Mario Bottoni, CPA, PC, where he has provided accounting, payroll, bookkeeping, and tax preparation services since 2005. Outside of his advisory role, Bottoni serves as CEO of Accu-Pay Payroll & Bookkeeping Services and is a board member and treasurer of the nonprofit Bascol, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services on a multi-manager platform, providing advisors access to model portfolios, third-party managers, and customizable strategies.

Katherine Anthis is a Series 66-licensed financial advisor with Ameriprise, based in Jamesville, NY, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves on the Board of Directors and as Board Secretary for Liberty Resources. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a specialized retirement-income planning service designed for clients with substantial investable assets, utilizing research-driven, algorithm-supported recommendations tailored in partnership with advisors.

Philip Dean is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Tonia Green is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she co-owns Green Acres' Performance Horses, a horse boarding facility. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Haberek Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following a 13-year tenure at UBS Financial Services. Outside of his advisory role, he is a 50% owner and president of a real estate business in Cicero, New York. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.