James Boyce is a financial advisor with Lincoln Investment in Massena, NY, holding a Series 63 credential and 33 years of industry experience. He has been with Lincoln Investment Planning since 2002 and previously worked for United Helpers for 11 years. Outside of his advisory role, Boyce owns an insurance business offering Medicare supplement and other supplemental insurance products. Lincoln Investment Planning is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Brian Henning is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

Jenna Le Page is a Series 66-licensed financial advisor with five years of industry experience, currently with Key Investment Services LLC. Her prior experience includes roles at NBT Bank and TJ Maxx. Outside of finance, she teaches yoga classes and volunteers with the Alliance of Therapy Dogs, visiting healthcare and senior facilities with her certified therapy dog. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations, ongoing monitoring, and due diligence of third-party managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Leah Wheeler is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. She previously worked at Equitable Advisors LLC and has a background that includes roles in education and community organizations such as State University of New York and 4H Camp Overlook. Wheeler also spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.

Jared Hollander is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2021. His prior roles include positions at SeaComm FCU and Cuna Brokerage Services Inc. Outside of his advisory practice, he owns Hollander Home Inspections, LLC and is involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, delivering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment approaches including proprietary models and access to unaffiliated strategists, with options tailored to client objectives and various custody platforms.

Joel St Hilaire is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 21 years of industry experience. He has worked at MetLife Securities Inc from 2005 to 2017 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he owns St Hilaire Financial Services, providing insurance products including life, disability, and long-term care coverage. Mass Mutual Investors Services, LLC 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, employing firm-approved tools to deliver written recommendations tailored to client goals.

Mathew Hastings is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has previously worked at Cuna Brokerage Services Inc and Cuna Mutual Group. 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 portfolio programs, and access to third-party asset management, supported by advanced operational tools and a large network of over 22,800 advisors.

Thomas Lapage is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company/St. Hilaire Financial Services in 2025, he worked for Community Bank N.A. for sixteen years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured annual planning engagements.