Lisa Chasse is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2022. Outside of her advisory role, she is involved with the Institute for Sexuality Education & Enlightenment. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory services.

Stephen Swift is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY, holding the ChFC® and Series 63 designations and bringing 15 years of industry experience. He has worked with Perigon and its predecessor entities since 2007. Additionally, he has been active in insurance sales through his sole proprietorship and an affiliated insurance agency since 1988. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular reviews and serves as both sponsor and oversight manager of wrap-fee programs and sub-advisor relationships.

Joseph O'Connor is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Edward Jones and SunTrust Advisory Services. Outside of finance, he works part-time at a liquor and wine store in Syracuse, NY. Pinnacle Investments is a multi-team SEC-registered firm managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations using both fundamental and technical analysis across a range of investment products.

Kathleen Hierholzer is a financial advisor at Pinnacle Investments, LLC with 24 years of industry experience. She has been with Pinnacle Investments since 2009 and holds a Series 63 designation. Outside of her advisory work, she serves as a Notary Public in New York State. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of services including financial planning and portfolio management, employing both fundamental and technical analysis across various investment products.

Eric Krouse is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Pinnacle Investments since 2005. Outside of his advisory role, he serves as COO of Pinnacle Holding Company, LLC, a financial services business. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning, portfolio management, and advisory consultations.

Daniel Raite is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 63 designation with 41 years of industry experience. He has been with Pinnacle Investments since 1995. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, utilizing a combination of fundamental and technical analysis across various investment vehicles.

Daniel Jeffery is a CFP® with 30 years of industry experience, currently affiliated with The AmeriFlex Group. His prior roles include positions at Lincoln Financial Advisors, Commonwealth Financial Network, and Best Times Financial Planning. Outside of his advisory work, he serves as treasurer for the Labrador Mountain Ski Patrol and is a board member of the Cavalry Club. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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.

Gary Croniser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has been with Commonwealth and Diversified Wealth Strategies, LLC since 2008. Outside of his advisory role, he is the owner and president of GRC Wealth Management, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including custom portfolio solutions and third-party asset manager access, while providing operational, compliance, and practice-management support to affiliated advisors.

Andrew Schaffel is a financial advisor with Eagle Strategies (NY Life) in Dewitt, NY, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with Eagle Strategies since 2010 and New York Life since 2006, and also serves as president of Crystal Clear Financial Group LLC, a firm involved in brokering non-registered insurance products. Schaffel is a board member of the CNY Estate Planning Council and the author of a self-help book titled *Money Matters*. 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 delivers tailored advice through multiple program types, with most regulatory assets managed on a non-discretionary basis 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 licenses and bringing 13 years of industry experience. She has worked with Key Investment Services LLC since 2016, including her current role since 2021, and previously held positions at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

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.

Jeffrey Klein is a CFP® with 34 years of industry experience, currently serving at Commonwealth Financial Network since 2019. He has worked at Michael Roberts Associates, Inc. since 1991 and was affiliated with Cadaret, Grant & Co., Inc. for 27 years. Klein is a co-owner of Michael Roberts Associates, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, including model portfolios, wealth management, and retirement plan consulting, alongside operational and compliance support.

David Palmiter is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Citizens Securities, Inc. for 17 years. Outside of advising, he is the owner of a single-family rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating as part of the KeyCorp group with affiliated banking and capital markets entities.

Caragh Fahy is a CFP® professional with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Madison Financial Planning Group. She worked at Lincoln Financial Advisors Corp. for 22 years prior to joining her current roles. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Daryl Oar is a financial advisor with Citizens Securities, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Citizens Securities since 2008. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, and it operates as a broker-dealer and insurance agency.