J Kenneth Mcinerney Jr. is a financial advisor with Lincoln Investment and holds a Series 63 designation. He has 35 years of industry experience, including prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he owns a tax preparation service and serves as treasurer and board member of the New York State Certified Swimming Officials Association. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios and third-party managers, and supports both advisor-led and discretionary strategies through an in-house Investment Management & Research team.

Antonio Benedetti is a financial advisor with Eagle Strategies (NY Life) based in De Witt, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he was associated with NYL Securities LLC and New York Life Insurance Company. Benedetti also has entrepreneurial experience from his time at Benedetti Builders LLC. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and focuses on tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Andrew Murphy is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, NY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLIFE Securities LLC, and operating Murphy Financial Group, through which he sells New York Life products and services. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and mostly non-discretionary asset management.

Carl Dattellas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Commonwealth and Diversified Wealth Strategies, LLC since 2008. Outside of his advisory work, he serves as a trust protector for a non-family related client. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, technology, and compliance platforms.

Matthew Bird is a financial advisor with Lincoln Investment in Syracuse, NY, holding Series 63 and Series 65 designations and four years of industry experience. He has previously worked at Capital Analysts and has a background in the automotive sales industry. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth clients, trusts, charities, and retirement plans, including educators. The firm employs a proprietary Investment Management & Research team to build strategic model portfolios and offers both advisor-led and firm-managed solutions across various platform options.

Matthew Siegel is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and Sterling Oak Wealth Management. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs through a multi-provider platform model, emphasizing non-discretionary management and integration with KeyCorp affiliates.

Zackery Guerrero is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. Prior to joining Principal, he worked at Equitable Advisor, LLC and has held various roles in insurance and retail sectors. He is also engaged in outside sales related to life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, 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.

Adam Loedel is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations and over 22 years of industry experience. He has been with Private Advisor Group since 2012 and is also affiliated with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that integrates technology platforms and multiple investment strategies while providing clients with access to third-party managers and proprietary solutions.

Donald Abernethy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. He has held roles at several firms including Wealth-Rx, Lion Street, Inc., and Cadaret, Grant & Co., Inc. Outside of advising, he serves as secretary/treasurer of the Golfen Cavaliers, a social golf club, and owns business consulting and professional networking ventures. Integrity Alliance, LLC provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through multiple platforms and investment approaches.

Reginald Grandjean is a financial advisor with Lincoln Investment in East Syracuse, NY, holding a Series 63 designation and 39 years of industry experience. His career includes roles at Capital Analysts and Legend Advisory Corporation, as well as a long tenure with Lincoln Investment since 2017. Outside of his advisory work, he is a 40% owner and vice president of Choice Pay Inc, a payroll services company. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic portfolios and adaptive strategies.

Jeffrey Chapman is a ChFC® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2021. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a partner at Legacy Wealth Advisors of NY, a full-service financial firm. 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 investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Joseph Caiello is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with New York Life Insurance Co. since 2007 and has owned Crystal Clear Financial Group LLC since 2012. Outside of his advisory work, he owns a cryptocurrency investment business and is involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Crandall is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, M&T Bank, and Citizens Bank. In addition to his advisory role, he is a Notary Public. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to deliver a range of investment, advisory, and financial services.

Mark Popp is a CFP® with eight years of industry experience, currently advising clients at Janney Montgomery Scott. He was self-employed for seven years before joining Janney in 2018. Outside of his advisory role, he is involved in several community organizations, including serving as co-chair of a fundraising event for the McMahon Ryan Child Advocacy Center, a board member and secretary there, a member of the Rotary Club of Camillus, and a board member of the Westhill Educational Foundation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Jason Harris is a financial advisor with Eagle Strategies (NY Life) based in Canastota, NY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with NYLife Securities, LLC, and New York Life insurance since 2010 and also operates Crystal Clear Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.

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.

Sonnet Loftus is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with Commonwealth Financial Network and has prior experience at Michael Roberts Associates and Cadaret, Grant & Co., Inc. She is a partner and part owner of Michael Roberts Associates, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including managed model portfolios and personalized indexing, while providing operational and compliance support to affiliated advisors.

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.

Rachel Roney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has worked at Commonwealth since 2019 and co-owns Michael Roberts Associates Inc., where she has been involved since 1997. Outside of her advisory role, she is Vice President and co-owner of Back Beat, Inc., a private entity unrelated to investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a variety of managed account programs, access to third-party asset managers, and custodial services, supporting advisors in portfolio implementation through both internal and external resources.