Jason Hall is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2017. Outside of finance, he is the president and sole operator of Northern Lights LLC, a seasonal aquatic weed harvesting business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory and consulting services along with access to various managed account solutions.

Nerissa Hanley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of financial advising, Hanley is co-owner and vice president of Houghtaling & Hanley Funeral Home, a local funeral service business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and maintains oversight of its model portfolios, operating primarily under a tiered wrap-fee structure.

Daniel Van Meter is a financial advisor with LPL Financial and holds a Series 66 designation. He has experience working at Cadaret, Grant & Co., Inc., and was previously affiliated with Siena College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house research team and a large network of investment adviser representatives.

Jay Scienza is a financial advisor with LPL Financial based in New Hartford, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at NBT Bank, Bank of America, Merrill, and Key Investment Services. Outside of advisory work, he is involved with NBT Insurance Agency, focusing on non-variable insurance products. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and a variety of investment strategies tailored to client needs.

Austin Vanderhoof is a financial advisor at OSAIC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Equity Services Inc, National Life Group, and First Source FCU. Outside of his advisory work, he is involved with The Precision Financial Group, providing sales and service of fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Derek Meka is a financial advisor with Osaic Wealth, Inc. based in Herkimer, NY, holding a Series 63 designation and bringing 12 years of industry experience. His career includes roles at firms such as Prudential Insurance Company of America and The Vermont Agency. Outside of his advisory work, he is a co-owner of Superior Fence Company and a member of the Kiwanis Club of Frankfort, participating in community fundraising activities. Osaic Wealth, Inc. provides advisory and brokerage services to a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization tools, supporting a wide range of investment options across multiple custodial platforms.

Jonathan Fredericks is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Dolgeville Central School Board of Education. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, with a structured approach that includes algorithmic tools and tax-efficient strategies.

Salvatore Valente is the principal of The Valente Group LLC in Herkimer, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He also serves as Chief Marketing Officer at Heidelberg Group, Inc., a separate business where he negotiates contracts with trade partners. Additionally, Valente is a licensed insurance agent involved in life and health insurance sales. The Valente Group LLC provides financial planning and portfolio management services to individual clients, high-net-worth individuals, and business entities. The firm emphasizes individualized asset allocation with a focus on value, safety, quality, and risk control, primarily managing client accounts on a non-discretionary basis.