Andrew Bartholomew is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 65 licenses and bringing 20 years of industry experience. He has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining discretionary implementation with strategist portfolios overseen by a Product Due Diligence Committee, integrating services from KeyCorp affiliates.

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.

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 in Syracuse, NY, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Key Investment Services, he worked at Citizens Bank and has additional experience in the telecommunications and retail sectors. 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 and utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Turkessa Amoah is a financial advisor with Key Investment Services LLC holding a Series 66 designation and 12 years of industry experience. Her career includes roles at KeyBank, Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model to deliver its services, integrating offerings from KeyCorp affiliates and emphasizing non-discretionary asset management and percentage-of-AUM wrap fees.

Scott Lombardo is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at KeyBank, LPL Financial, M&T Securities, J.P. Morgan Securities, and Chase Investment Services Corp. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with both discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

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.

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.

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 at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various entities within the Bankers Life group since 2019. In addition to his advisory role, he is an insurance agent licensed to sell life, Medicare, annuity, and health insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios, offering a range of investment strategies implemented across multiple asset classes.

Vicki Brackens is a financial advisor with Stratos Wealth Partners, Ltd and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including prior roles at LPL Financial, LLC, Lincoln Financial Advisors, and MSI Financial Services, Inc. Brackens is involved in a game design project focused on financial literacy in conjunction with Syracuse University and serves as a university advisor for The Lender Center for Social Justice at Syracuse University. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions. The firm employs an open-architecture approach with independent adviser representatives providing customized portfolio management and financial planning services.

Gabriel Cuello is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Syracuse, NY. He has been with LPL Enterprise since 2026. Prior to his advisory role, Cuello worked in education at SUNY Albany and Jamesville-Dewitt schools. He is also involved with Housing Visions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, along with various financial planning and insurance-related services.

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.

Nicholas Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Abigail Stevens is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2022, she worked at Auburn Community FCU and Visions Federal Credit Union and has experience in both the education and nonprofit sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and offers a variety of advisory programs through a network of Investment Adviser Representatives and third-party asset managers.

Robert Brunette is a financial advisor with Raymond James Financial in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including roles at Planned Results Inc and Raymond James Financial Services, Inc. Brunette is also involved with Planned Results, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting utilizing various analytical tools and maintains a unique affiliation with a municipal advisor to support its municipal and public finance services.

Sharon Charles is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. She holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Michael Jim is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63, 65, and 66 licenses and with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Equitable Advisors from 2013 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Coles is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and offering 28 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes.