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.

Charles Burmaster Jr. is a financial advisor with CS Planning Corp who holds the ChFC® designation and has 34 years of industry experience. He has worked at firms including Cadaret, Grant & Co., Inc., Master Planners & Associates, PKS Investments, and CS Planning Corp d/b/a The Collingwood Group. Outside of his advisory work, he is an owner of Collingwood Group LLC, a pass-through entity for tax purposes. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Charles Burmaster is a financial advisor at CS Planning Corp with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., as well as in various roles related to professional hockey. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals through systematic strategies and ongoing monitoring.

Craig Nelson is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® designation and Series 63 license, with 11 years of industry experience. He has worked at multiple affiliated firms including Crystal Clear Financial Group, Nelson & Strife Financial Group, and New York Life Insurance Company. Nelson also teaches a weekly history class at Utica College. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, focusing primarily on non-discretionary asset management and maintaining fiduciary responsibilities to retirement investors.

Jarrod Perry is a financial advisor at Key Investment Services LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes positions at KeyBank, National Life Group, Equity Services, Inc., Upstate Caring Partners, and Bank of America. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and supervisory oversight while working within the KeyCorp group and affiliated entities.

Jason Hall is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Benjamin F. Edwards in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is president and sole operator of Northern Lights LLC, a company specializing in aquatic lake weed management. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, using a range of strategies managed internally and by third parties, supported by an Investment Strategy Committee and integrated custody and trading services.

Kyle Strife is a ChFC® with 15 years of industry experience, currently with Eagle Strategies (NY Life). He has worked in various capacities since 2009, including roles at New York Life Insurance Company and NYLIFE Securities LLC, and operates under the DBA names Nelson & Strife Financial Group and Crystal Clear Financial Group, LLC. Outside of advising, he was involved with Marble Hill Inn from 2002 to 2021. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring solutions to client objectives and offers multiple advisory program types within an integrated New York Life structure.

Allan Lallier is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2001. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides ongoing portfolio management as well as point-in-time planning services and acts as adviser to a donor-advised fund through affiliated services.

Stephanie Osborn is a financial advisor at Osaic with five years of industry experience and holds a Series 66 designation. She previously worked at CG Capital, Commonwealth Financial Network, Royal Alliance, and Advanced Group Financial Services, LLC. In addition to her advisory role, she provides administrative support to Osaic representatives operating under the Plan Wisely Wealth Advisors name. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, using asset-allocation tools and third-party platforms to construct portfolios that include a range of investment types.

Lawrence Mantle is a financial advisor with Equitable Advisors in New Hartford, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jay Scienza is a financial advisor with LPL Financial based in Herkimer, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at NBT Bank, Bank of America, Merrill, and Key Investment Services. Outside of his advisory work, he is involved with NBT Insurance Agency, which focuses on non-variable insurance products. 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, supported by extensive operational tools and a broad scale of financial activities.

Austin Vanderhoof is a financial advisor at OSAIC with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Equity Services Inc and National Life Group among other firms. Outside of his advisory role, he is involved with The Precision Financial Group and other entities focused on the sales and service of fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Adam Ayouch is a Series 66-licensed financial advisor with Equitable Advisors in New Hartford, NY, bringing 11 years of industry experience. He has been with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as power of attorney and executor for his grandmother, Marguerite Miller. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Derek Meka is a financial advisor with Osaic Wealth, Inc. He holds a Series 63 designation and has 12 years of industry experience. Derek's prior roles include positions at The Vermont Agency, Equity Services, Inc., Pruco Securities, LLC, and Prudential Insurance Company of America. Outside of advisory work, he is co-owner of Superior Fence Company and a member of Kiwanis of Frankfort, a nonprofit focused on community fundraising. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party managers.

Salvatore Valente is the principal of The Valente Group LLC in Herkimer, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with The Valente Group since 2013 and serves as Chief Marketing Officer at Heidelberg Group, Inc., where he negotiates contracts with trade partners. Valente also maintains a licensed insurance practice in life and health insurance. The Valente Group provides individualized financial planning and portfolio management for individuals, high-net-worth clients, and business entities. The firm emphasizes tailored asset allocations focused on value, safety, quality, and risk control, managing approximately $19 million in client assets primarily on a non-discretionary basis.