Steven Yazell is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ibn Financial Services, Inc. for 21 years. Outside of finance, Yazell is involved in music performance, recording sales, and publishing. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities.

Michael Pavlot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ford, English Financial Group, LLC and Commonwealth Financial Network since 2003. Outside of his advisory role, he serves as a basketball official with the International Association of Approved Basketball Officials and is a member of the Board of Assessment Review for the Town of Clayton. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers its advisors access to discretionary model portfolios and various program structures while serving as a back-office and platform provider.

Hannah Brady is a Series 66-credentialed financial advisor with six years of industry experience. She currently works at First Command Advisory Services, where she has been employed since 2020. Prior to joining First Command, Brady worked at the DOD Community Bank operated by Bank of America and Walgreens. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team.

Jonathan Kendall is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at NEXTERNA since 2000 and is currently affiliated with UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

Kevin Ogrady is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for FSC Securities Corporation for 20 years before joining LPL Financial in 2019. He serves as a board member of the Rotary Foundation of Pittsford, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Pyland is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working with Nascentia Health, RP Consulting, Syracuse University, and Solvay Bank. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers along with financial planning and consulting services.

Michael Dipaulo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with MML Investor Services and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he owns and manages MJ Haulers, a clean-out and hauling business, and is involved with DBX Financial LLC, which operates in health and group insurance sales. 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 offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that incorporate firm-approved tools for analysis and written recommendations.

Eileen Price is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, previously operating under AXA Advisors. Price serves on the boards of Zonta of Skaneateles, a nonprofit focused on empowering women, and Friends of Minna Anthony Common Nature Center. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory programs and third-party asset managers, focusing on client risk assessment and customized investment solutions.

Brent Sanford is a CFP® professional with 28 years of experience in the financial services industry. He has been with Prudential Insurance Company of America since 1998 and joined LPL Enterprise in 2024. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Vernon Gang is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in an IPS-driven approach and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, alongside traditional investment alternatives.