Romano Sergi

Paul Lapointe is a financial advisor with Creative Financial Designs, Inc. in Potsdam, NY, holding Series 66 and Series 63 registrations and bringing 38 years of industry experience. He has been with Creative Financial Designs and its affiliate CFD Investments since 2013. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm uses asset-class model allocations aligned with five risk objectives and operates Biblically Responsible Investing strategies alongside various implementation features.

Katrina Russell is a Series 66 credentialed financial advisor with Morgan Stanley, based in Potsdam, NY, and has four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2021, she worked in healthcare at St. Lawrence Health System and Claxton Hepburn Hospital and operated Hometown Cafe for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and methodologies.

Erin Sweeney is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Claxton Hepburn Medical Center for four years and Canton Animal Clinic for ten years. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Luke Boyle is a financial advisor at Edelman Financial Engines with a Series 66 credential and three years of industry experience. Prior to joining Edelman Financial Engines in 2026, he worked at Morgan Stanley for four years and held roles at the Kevin Daniels Agency, North Country Savings Bank, and the Potsdam Central School District. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary investment management solutions.

James Theodore is a financial advisor with Morgan Stanley in Potsdam, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets starting in 2000. Outside of his advisory role, he serves as a director and chair of the Strategic Planning Committee for St. Lawrence Health Systems and is a board member involved in business development for the Potsdam Town and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on structured financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

John Vose is a financial advisor with Morgan Stanley in Potsdam, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning delivered through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using advanced modeling tools.