James T. Lombardo, CPCU, AAI, AIM, Chief Operating Manager, Investment Representative, CUSO Financial Services, L.P.

Jim has New York State Property, Casualty, Accident and Health Insurance licenses and is a New York State licensed Insurance Broker. He holds series 6, 63 and 65 licenses and is registered to do securities business in New York State. Jim lives in Rome with wife Leigh and his three children. Active with his church and formerly Chairman of the City of Rome Planning Board, Jim has been a volunteer coach for baseball, soccer and basketball for many years. Jim's primary office is at the Hill Road, Griffiss Branch, but is available to meet with you at your convenience.

Christopher W. Berg, Member Financial Advisor, CUSO Financial Services LP. Chris holds licenses for New York State life, accident and health insurance. He also holds series 7 and 66 licenses and is registered to do securities business in New York State. He earned a Master Degree from Clarkson University. Chris, a former Lacrosse player, lives in Camillus with his wife and son. Chris' primary office is at the Liverpool Branch, but is available to meet with you at your convenience.

Thomas J. Birdsall, Member Financial Advisor, CUSO Financial Services LP. Tom has more than 25 years of management, sales and product development experience. He holds Series 6, 63 and 65 licenses and is registered to do securities business in New York State. He works with individual members to develop personal insurance programs and our business partners to implement voluntary employee benefit plans for their employees. Tom lives in Utica and has two children, Todd and Amy. He enjoys cooking and an occasional round of golf. Tom's primary office is at the Black River Blvd., Rome Branch, but is available to meet with you at your convenience.

Martha Furgison holds New York State life, accident and health insurance licenses as well as Securities Licenses 6 and 63 for mutual funds sales. A Notary, Martha has thirteen years banking experience as a former Branch Manager of a large local financial institution. Martha and her husband have lived in the Copenhagen area for more than 25 years. They have two daughters.

Randall Savicki, Member Financial Advisor, CUSO Financial Services LP, will provide financial advice to our members for retirement plans, education funding, estate and general investing planning. He also holds licenses for New York State life insurance, disability income and long term care insurance. He has over six years experience in the financial service industry. Randy is a veteran of the United Stated Air Force and lives with his wife in New Hartford, NY. He also holds New York State series 7 and 66 security licenses for all investment services and is registered to do securities business in New York State.