Ryan Bachman is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to his current roles at Guardian Life and Park Avenue Securities, he served in the United States Army for eight years. He is also a member of the New York National Guard and engages in insurance services outside of Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and model-based investment management, financial planning, and access to both proprietary and third-party advisory solutions.

David Epolito is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at KeyBank for 20 years. Outside of financial advising, he works as a laborer for SMG, managing operations at arenas and amphitheaters. 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 through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide portfolio management and related advisory services.

Chad Wilkinson is a financial advisor with LPL Financial holding a Series 66 designation and 28 years of industry experience. He has worked at Kestra Advisory, Commonwealth Financial Network, and P & A Group, among others. Outside of his advisory role, he is co-owner of multiple farming-related businesses including G Wilkers Milkers, LLC and Wilkholm Farm, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and research tools.

Jennifer Reed is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2015, following roles at Cadaret, Grant & Co., Inc., RBC Capital Markets, and TD Ameritrade. Outside of her advisory work, she has experience as a wedding photographer and has been involved with the Disabled Persons Action Organization in a part-time capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced research tools and extensive non-advisory financial services.

Paul Myles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025 and has over a decade of experience as a licensed real estate salesperson with JF Real Estate. Outside of advisory work, he is involved in real estate sales and leasing in Syracuse, NY, and participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.

Morgan Hodinger is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and two years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by third-party asset managers and operates on a large scale with several thousand advisors and billions in assets under management.

Nathan Kinne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, Kinne has served with the City of Batavia Fire Department since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm manages third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Rochelle Peabody is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Constellation, Exelon Corporation, and Entergy, accumulating over a decade of experience in the financial sector. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Cameron Borowiec is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2016. Outside of his advisory role, Borowiec owns Nailed It Remodeling, LLC and works seasonally as a ski and snowboard instructor at HoliMont Ski Resort. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.