Clinton Kane is a financial advisor at Kane Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at Kane Financial since 2017, following five years at Cadaret, Grant & Co., Inc. and Strategic Financial Services. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses by offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach, combining fundamental analysis with index mutual funds and ETFs, and provides financial planning to all investment management clients without additional charge.

Jane Sawyer is a financial advisor with Ameriprise in Sherburne, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes 15 years at Fidelity Brokerage Services and seven years with Fidelity Personal and Workplace Advisors prior to joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.

Bruce Erath is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also a motivational speaker primarily addressing other agents, and he provides consulting services to farms and small family businesses on business continuation and mediation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars using collaborative, software-driven approaches tailored to clients’ goals.

Alexandra Erath is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 13 years of experience in the financial services industry, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to her advisory work, she consults on business growth and development strategies for financial advisors and assists small family businesses with continuation and mediation issues. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative annual financial planning engagements and a range of educational programs.