Paul Lapointe is a financial advisor at Creative Financial Designs, Inc. in Potsdam, NY, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Creative Financial Designs and its affiliate CFD Investments Inc. since 2013. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm’s investment approach incorporates asset-class model allocations and third-party research, with offerings that include both passive and tactical strategies as well as Biblical Responsible Investing options.

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 with Morgan Stanley in Potsdam, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at the Kevin Daniels Agency and has held roles at the State University of New York at Potsdam, North Country Savings Bank, Martin's Country Store, and the Potsdam Central School District. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-linked financial planning services.

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.

Gary Throop is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and possessing 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Cambridge in 2020. Outside of his advisory role, he owns Adaptive Economic Strategies, LLC. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Pamela Doelger is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at KeyBank, key Investment Services LLC, First Niagara Bank, and LPL Financial. Outside of her advisory role, she is employed part-time in customer service at a retail store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Romano Sergi is a financial advisor at Cetera based in Canton, NY, holding a Series 66 designation. He is part of a large institutional firm with over 10,000 advisors. Cetera Investment Advisers LLC serves a broad mix of individual, corporate, retirement plan, charitable, and institutional clients through an extensive network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing various platforms and model portfolios to implement investment strategies.

Brian Suraf is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 12 years of industry experience. He has worked with firms including Avantax Insurance Agency, Avantax Advisory Services, and The Hoffman Eells Group CPAs, where he provides accounting and tax advisory services. Suraf is also involved with The Hoffman Eells Group CPAs, a firm offering accounting and tax services to individuals, businesses, and nonprofit organizations. Cetera Investment Advisers LLC serves a diverse client base including individuals, corporations, retirement plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and access to various investment platforms and third-party managers.

Brooke Jenne is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, Brooke worked in various roles including at Community Financial System, Inc. and Rev.com. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, and institutions. The firm offers diverse investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and lending services.

Chad Colbert is a CFP® and CFA® with 22 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and previously worked at IBN Financial Services Inc and Cetera Advisors LLC. Outside of his advisory role, he serves as a lecturer at SUNY Canton and coaches the college investment club there. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Joseph Gang is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was briefly employed at Lowes and worked at Clarkson University for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Graziano Spagnolo is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been serving since 2013. He holds a Bachelor's degree in Financial Information & Analysis from Clarkson University and has earned the designation of Personal Investment Advisor (PIA). In his role, Graziano focuses on business development and client relationships. His expertise includes executive compensation, international wealth management, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. He assists clients in organizing their investment portfolios and nurturing both new and existing client relationships through discipline and dedication. Outside of his professional responsibilities, Graziano enjoys golfing, soccer, and spending time with his family.

Eric Brunet is a financial advisor with LPL Financial in Potsdam, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation from 2011 to 2018. Outside of his advisory work, he is an author and co-owner of Snap Cat Media LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of advisory programs supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

John Gray is a financial advisor with Cetera, holding a Series 63 designation and bringing 10 years of industry experience. He has worked at Avantax Investment Services and Fiduciary Trust, among other firms, and currently partners at Gray & Gray Associates CPAs PC. Outside of advisory work, he serves on the boards of the Mother Cabrini Health Foundation and the Ocean Walk Building 11 Condo Association, and is a volunteer board member of Canton Capital Resource Corporation. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a blend of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.