Harriet Higgins is the sole advisor at Mayflower Capital, an independent investment advisory firm based in Cortland, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including her entire advisory career at Mayflower Capital since 2014. Outside of her advisory work, she also works as a part-time ski instructor at Greek Peak Mountain Resort. Mayflower Capital provides portfolio management and financial planning services to individuals, families, estates, trusts, charitable organizations, and certain business entities. The firm emphasizes diversification, asset allocation, and limited portfolio turnover, with investment decisions supported by research through Charles Schwab and Morningstar.

Logan Crandall is a financial advisor at Pragmatic Advisors, LLC in Homer, NY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Clark CPA PC, C&A Accounting, Northwestern Mutual, Le Moyne, and Hhs. Pragmatic Advisors provides portfolio management and related investment services to individuals, pension and profit-sharing plans, and business entities, using a primarily non-discretionary approach that emphasizes fundamental analysis and modern portfolio theory. The firm implements portfolio changes only with client approval and offers reporting and periodic reviews while directing clients to third-party money managers.

Jacob Morenus is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Gateway Wealth Partners in 2026, he worked at Equitable Advisors, LLC for four years and was involved with North Star Real Estate & Property Management and the Big Cats Lacrosse Club. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach, using low-cost mutual funds and ETFs combined with individual securities and independent managers, and offers both discretionary and non-discretionary portfolio management.

Laurence Claudia is a financial advisor with Commonwealth Financial Network in Cortland, NY, holding a Series 63 designation and 25 years of industry experience. Prior to joining Commonwealth in 2020, Claudia worked at Edward Jones for 20 years. Outside of advisory services, Claudia is involved in fixed insurance sales conducted at the branch location. 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 around $212.7 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform covering trading, reporting, and custody services.

Rose Claudia is a financial advisor with Commonwealth Financial Network and Treadstone Wealth Advisors, holding a Series 63 designation and 25 years of industry experience. She worked at Edward Jones for 20 years before joining her current firms in 2020. Rose is also the owner of Treadstone Wealth Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Anna Aldrich is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Her background includes a decade in full-time education and involvement with Bob's Barbecue. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of advisors, employing a multi-manager platform with both discretionary and non-discretionary options.

Adam Bruculere is a CFP® and Series 66 licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, he held roles at Tala Bistro and Prime @ Saratoga National. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Foster is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work includes roles at the Young Women's Christian Association and St. John Fisher University. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services, using a multi-manager platform with discretionary and non-discretionary strategies.

Jay Sullivan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities from 2005 to 2017. His current role is based in Cortland, NY. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers annual, collaborative financial planning using firm-approved software and offers specialized planning programs such as divorce and estate-settlement services.

Aidan Carpenter is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches basketball at Mater Dei Academy and serves as a music instructor at the YMCA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers financial planning alongside access to third-party asset managers and insurance products through affiliated entities.

John Baringer Jr. is a CFP® professional with 40 years of industry experience, currently serving at Ameriprise since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Finance Committee of the YMCA in Cortland, NY. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Tracy Buisch is a Series 66 licensed financial advisor with Ameriprise, based in Cortland, NY, and has 17 years of industry experience. She has been with Ameriprise since 2008, including time at Kimberly Cawley Ameriprise Financial before transitioning to her current role. Outside of her advisory work, she is involved in independent insurance brokering, specializing in universal and whole life insurance products with West Coast Life Insurance Company. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team and an investment approach influenced by affiliated product offerings and economic relationships.

Eric Schneider is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 2008. In addition to his advisory role, he is involved in ticketing fixed annuities and life insurance through his DBA, Schneider Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Allison Barden is a financial advisor with LPL Financial in Cortland, NY, holding Series 63 and Series 65 designations and 15 years of industry experience. Her prior experience includes roles at Cadaret, Grant & Co., Inc., Morgan Stanley, and Wells Fargo Advisors LLC. Outside of her advisory work, she is a riding instructor at Lone Birch Stables and is involved in a family manufacturing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with research models, third-party subadvisors, and technology tools.

Adrian Shute is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at Merrill and Cadaret, Grant & Co., Inc., as well as operating his own advisory business, Adrian W. Shute & Associates. Outside of his advisory work, he serves as Town Justice for the Town of LaFayette, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management offered primarily through investment adviser representatives.

Thomas Cannon III is a financial advisor at LPL Enterprise with one year of industry experience. He previously worked at Tompkins Community Bank for seven years and has held roles at the Mental Health Association of Tompkins County and Moody Bible Institute. Cannon serves as a board member for the nonprofit Cortland Loaves & Fishes. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and institutions. The firm employs a model-driven approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Alfred Saracene is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he owns Strategic Concepts Group, LLC, a holding company for a financial planning practice, and is involved in leadership and management through Strategic Concepts Group. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tyler Krowiak is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was involved with Lesko Financial Services and had roles outside finance, including at Krooked Tusker Distillery and Dave Kaz Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial products, operating under a fiduciary standard.

Peter Tague is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, SSN Advisory, and First Allied Advisory Services. He is also president of PTFS Capital Inc., a corporation he established to manage personal business expenses and payroll. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Kimberly Cawley is a financial advisor with Ameriprise who holds a Series 63 designation and has 30 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved with a horse ranch business, owns a small business called E & E Business Services LLC, and serves on the board of directors for the Chadwick Residence in Syracuse, NY. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Robert Buisch is a financial advisor at Ameriprise with three years of industry experience. He has been with Ameriprise since 2018 and previously worked at Moes Southwest Grill for three years. He holds a Series 66 designation and is based in Watkins Glen, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Cicioni is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Landis is a financial advisor at Edward Jones in Moravia, NY, holding CFP® and Series 66 designations with nine years of industry experience. He served in the U.S. Navy for 20 years before working as a self-employed advisor and joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers additional services such as trust, securities-based lending, and tax-efficient investment solutions.

Bret Hartman is a financial advisor with Cetera, holding a Series 66 designation and bringing 21 years of industry experience. He has previously worked at Berthel, Fisher & Company Financial Services, N B T Bank, and LPL Financial. Hartman is also the owner of Upskill Wealth Management and Upskill Tax Services, where he provides financial and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with access to affiliated and unaffiliated third-party managers and multiple program options.