Raymond Durant is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at TIAA-CREF and Missionsquare Retirement before joining KeyBank and Key Investment Services in 2026. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by model selection and ongoing monitoring, with access to third-party discretionary managers and a corporate structure integrated within the KeyCorp group.

Jeffrey Bryce is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2018, with prior roles at Citizens Bank and Citizens Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and oversight, and operates within the KeyCorp group with affiliations that provide a broad range of financial services.

Sandra Bennett is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm also acts as investment adviser to the TIAA Donor Advised Fund and offers a range of managed account options including both model-based and customized portfolios.

Kevin Visconti is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has held roles at Cadaret, Grant & Co., Inc. and is co-owner of Diversified Capital Management, LLC, as well as an Investment Adviser Representative of ETFIDEA, LLC. His activities include fixed insurance sales and providing asset management and financial planning services. 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 support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management resources to affiliated advisors.

Michael Curtis is a CFP® and ChFC® with 43 years of experience in the financial services industry. He was affiliated with Commonwealth Financial Network from 2023 to 2024 and previously worked at MCC Financial Services Inc. and Cadaret, Grant & Co., Inc., with a long tenure at Provident Mutual Life Insurance Co. Curtis retired in 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a range of customizable portfolio solutions and operates as a back-office platform provider under its supervision.

Todd Cross is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Tucker-Haskins and Associates, MML Investors Services, MassMutual Life Insurance Co., NYLIFE Securities LLC, and New York Life. Outside of advising, he has served as a field trainer for insurance agents at Bankers Life & Casualty, Inc. and has worked as a grocery delivery shopper. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Jordan Hamilton is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citizens Bank, Verizon, Best Buy, and Onondaga Community College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices combined with non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets entities.

Turkessa Amoah is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Scott Lombardo is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services, KeyBank, LPL Financial, and M&T Securities. Key Investment Services LLC serves individuals including high-net-worth clients, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client direction in model selection, provides ongoing monitoring, and intermediates access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated financial entities.

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.

George Nardone is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc. and Diversified Capital. Outside of his advisory roles, he serves as Director of Operations at Eastwood Dental Office, PC. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Gary Sunada is a financial advisor with Eagle Strategies (NY Life) based in Syracuse, NY. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Eagle Strategies in 2025, he has been associated with NYLIFE Securities since 2007 and New York Life since 2006. Outside of his advisory role, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Scott Hueber is a financial advisor with TIAA-CREF in Syracuse, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at TIAA-CREF since 2019 and previously worked at SEI Investments Management Corp and SEI Investments Distribution Co from 2016 to 2019. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates time-limited planning services from ongoing discretionary management, often utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Paul Colligan is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Securities. Outside of his advisory work, Colligan serves on the advisory board for the University of New Haven’s Micro MBA program and participates in activities with the Concussion Legacy Foundation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Riley La Vancha is a CFP® professional with one year of industry experience, currently serving at Bankers Life Advisory Services, Inc. Prior to this, Riley worked at Rockbridge Investment Management, LLC. Outside of the financial industry, Riley serves on the board of a nonprofit organization, Devins Rec Room, which supports individuals in alcohol or drug recovery in Syracuse, NY. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Mark Banac is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Banac has worked with various entities within the Bankers Life group since 2019. Outside of advisory services, he is an appointed insurance agent for Bankers Conseco Life Insurance Company of New York, where he sells life insurance, Medicare, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates affiliated broker-dealer and insurance resources in its offerings.

Meghan O'Brien is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining Commonwealth, she worked five years at PBJ Wealth Management and has a background including roles in education and the hospitality sector. 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 broad range of services including managed-account programs, access to third-party asset managers, and custody and clearing services.

John Urrutia is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at PlanMember since 2017 and has been self-employed in related investment and insurance services since 2008. Urrutia is also involved in tax preparation and insurance sales through his role with Rooney Group Inc. dba Teachers Tax Service and other affiliated entities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across conservative to aggressive strategies.

Vicki Brackens is a ChFC® credentialed financial advisor with 35 years of industry experience. She is affiliated with Stratos Wealth Partners, Ltd and LPL Financial, LLC, serving clients since 2018. Her prior experience includes roles at Lincoln Financial Advisors and MSI Financial Services. Brackens is involved in game design focused on financial literacy in collaboration with Syracuse University and serves as a university advisor for The Lender Center for Social Justice at Syracuse University. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and consulting services through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and offers both bundled and unbundled fee arrangements across multiple custodians.

Edward Vespa is a financial advisor with MassMutual Investors Services in Syracuse, NY, holding a Series 63 designation and having 42 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of advising, he is involved in sales of group life, group health, and disability insurance, as well as life insurance consulting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, offering collaborative, goal-focused advisory relationships without discretionary investment authority.