Michael Cooke is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and over six years of diverse professional experience, including roles in wealth management and investment firms as well as positions outside the financial industry such as at Stetson University and in sports instruction. He has worked at Prosperity Capital Advisors since 2026 and previously held roles at JL Smith Holistic Wealth Management and Calamos Investments. Prosperity Capital Advisors is a multi-team SEC-registered firm providing financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, retirement plans, and other Registered Investment Advisors. The firm primarily employs model-based, asset-allocation strategies with ongoing portfolio supervision, using model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside advisor-directed portfolios and third-party sub-advisors.

Eric Krouse is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. He has been with Pinnacle Investments since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as COO of Pinnacle Holding Company, LLC, a financial services business. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion through approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients using a range of financial planning and portfolio management strategies across multiple custodial platforms.

Daniel Raite is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He has been with Pinnacle Investments, Inc. since 1995. He holds a Series 63 designation. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion through approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and other institutional clients, offering a range of services including financial planning, portfolio management, and advisory consultations.

Katherine Dooley is a financial advisor at Pinnacle Investments, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at Cadaret Grant/Atria, Visions Federal Credit Union, and Citizens Bank. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis across various investment strategies.

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.

Andrew Schaffel is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 credential and has 23 years of industry experience. He has held roles at Eagle Strategies and New York Life for over 16 and 20 years respectively, and leads Crystal Clear Financial Group LLC, a business focused on brokering non-registered insurance products. Schaffel serves on the board of the CNY Estate Planning Council and is the author of a self-help book titled Money Matters. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers tailored advice through various program types and manages a significant portion of assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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.

Thomas Militello is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC before joining United Planners in 2021. Militello also owns Adirondack Investment Strategies, a marketing DBA, and serves as an insurance agent for non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory services through independent Investment Adviser Representatives, employing a mix of custodians and third-party money managers, with a notable focus on non-discretionary account management.

Albina Balkic is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has worked with Key Investment Services LLC since 2016, including a role at KeyBank during that period. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model involving Envestnet, the Key Wealth Chief Investment Office, and third-party managers, offering discretionary and non-discretionary investment options along with various wrap programs and ancillary insurance products.

Justin Harlow is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has previously worked at Pathfinder Bank and held various roles connected to Syracuse University and the Urban Sports Hall of Fame of Syracuse, NY. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities. The firm offers a range of brokerage, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management along with custody and trustee services.

William Nice is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2018, following two years at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage, financial planning, consulting, and advisory services.

Christian Brown is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and M&T Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio options and offers various wrap programs supported by affiliated custodial and insurance services.

Michael Sheridan is a CFP® with 32 years of industry experience, currently serving at Independent Financial Partners since 2020. His prior experience includes 15 years at Key Investment Services LLC. Outside of his advisory role, he is involved as the owner of a holding company and an S-Corp related to financial services compensation. 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 with discretionary and non-discretionary account management, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

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.

Mario Cabral is a financial advisor with Guardian Life, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked at several firms, including Equitable Advisors and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a 50% owner of St. Famous Partners LLC, which manages rental properties. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and various lending options.

Collin Avery is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at KeyBank, Mariner Finance, and Sir Walter Chevrolet prior to his current role. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model with discretionary and non-discretionary management options and integrates services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Jeffrey Petroske is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at M&T Securities, INC and M&T Bank before joining TIAA in 2017. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management using model and customized strategies, operating within a vertically integrated structure that includes affiliated funds.

Ellen Raflowski is a Series 66 licensed financial advisor with Valic Financial Advisors, bringing 13 years of industry experience. She has worked with Valic Financial Advisors since 2016 and is also associated with Agia in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.