Eric Jaffe is a CFP® with 25 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Commonwealth Financial Network, LPL Financial, Mass Mutual Investors Services, and Equitable Advisors. Jaffe is president and owner of Jaffe Financial Management, LLC. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Richard Lavoie is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2014 and currently operates StillWater Planning Group. Outside of advisory work, he is involved in fixed insurance sales and owns several private entities related to securities and real estate management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

Pamela Tierney is a financial advisor with Primerica Advisors in Geneva, NY, holding a Series 63 designation and 31 years of industry experience. She has been with Primerica Advisors since 1999 and also has long-term associations with Pony Express & Company and The Guardian Life Insurance Company. Outside of her advisory role, she serves as a trustee for a family account and acts as an estate administrator. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates multiple strategies, including discretionary and non-discretionary account management.

Robert Koczent Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2004. He also serves as Vice President and Director of Financial Services at Lyons National Bank. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering advisory and brokerage services through a large network of investment adviser representatives.

Joseph Topichak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. and Community Bank, NA. He serves as an advisory board member for the Live Like Levi Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies.

William Henry is a CFP®-credentialed financial advisor with Edward Jones in Penn Yan, NY, and has 29 years of industry experience, all with the same firm since 1997. Outside of advising, he has ownership interests in natural gas royalties and his family is involved in real estate acquisition and resale activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment products supported by a large network of advisors and branch offices, operating under a fiduciary standard.

David Eichenhofer is a CFP®-designated financial advisor with 30 years of industry experience. He currently works at OSAIC and previously held roles at American Portfolios Advisors, American Portfolios Financial Services, HNP Capital LLC, and LPL Financial. He is also licensed to sell life and term insurance products, including some annuities. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools and a variety of investment options to construct portfolios.

William Hudson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Raymond James in 2024, he spent 29 years at UBS Financial Services. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional investors, and public entities, offering financial planning and advisory services through a variety of portfolio management styles.

Dominec Yanniello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a team of over 14,000 financial advisors.

Christopher Vaughan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and totaling 38 years of industry experience. His career includes roles at Insight Financial and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is noted as the owner of Mutual Fun Keuka Memories, LLC and Mutual Fun Inverness Memories. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

David Hansen is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services over a span of nearly four decades. Outside of his advisory role, Hansen operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to multiple third-party managers and customizable investment strategies.

Joseph Gontarz is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has worked at Insight Financial since 2010 and previously at Cadaret, Grant & Co., Inc. for 15 years. Outside of his advisory work, he is involved in Halls Homes and Lumber in Tioga, Pennsylvania. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Benaiah Henry is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 14 years in manufacturing automation systems. He also assists with accounting and taxes for his wife's small farm business in Horseheads, NY. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of investment strategies and fiduciary services, supported by a nationwide network of more than 23,000 advisors.

Anders Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Columbia Threadneedle Investments and UBS Financial Services Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Leslie Troisi is a financial advisor with LPL Financial and holds a Series 63 designation. She has 41 years of experience in the industry, including tenure at Insight Financial and Cadaret, Grant & Co., Inc. Troisi is also involved with The Villa On Esperanza, a real estate rental business in Keuka Park, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Albert Troisi is a financial advisor with LPL Financial, holding a Series 63 designation and over 42 years of industry experience. He has previously worked at Insight Financial and Cadaret, Grant & Co., Inc. In addition to his advisory work, Troisi is also active as an artist and musician. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.