Lloyd Fix Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Thrivent Investment Management, and Merrill. Outside of his advisory role, he is involved with Weekend Fix LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

John Donohue Jr. is a financial advisor with LPL Financial based in East Syracuse, NY. He holds the ChFC® designation and Series 63 and 65 licenses and has 42 years of industry experience. His prior firms include Commonwealth Financial Network and Diversified Wealth Strategies, LLC, where he remains a partner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial products.

Alicia Spevak is a financial advisor with Cambridge Investment Research Advisors in Fayetteville, NY, holding a Series 63 license and 21 years of industry experience. She has worked at Cambridge Investment Research since 2018 and previously at Cadaret, Grant & Co., Inc. for 13 years. Spevak is president of Lee E. Kalin & Associates and serves on the boards of several religious organizations. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to both individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers various platform options along with proprietary model strategies under the Founders Gate Capital brand.

J Pluff is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, Pluff serves on the boards of the Upstate Medical University Foundation and the Everson Museum of Art, and he is a broadcast host for local television programs on WSYT-Fox 68 and WCNY-PBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.

David Schnall is a financial advisor at LPL Enterprise with 37 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise. Outside of his advisory role, Schnall instructs children and adults in skiing and snowboarding at local mountain resorts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, utilizing model-driven portfolio management and offering access to third-party asset managers and insurance products.

Raymond Patraw is a financial advisor at Stifel with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Stifel Nicolaus since 2018, following prior roles at Wells Fargo Clearing from 2011 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Lloyd Tepper is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2015 and previously spent 14 years at O'Brien & Gere. Outside of advisory work, he is involved in sales of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Lisa Mckenney is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for seven years. Outside of her advisory role, she serves as a board member for the Jamesville-Dewitt Central School District Board of Education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using both in‑house and third‑party managers, supported by a broad capital-markets platform and affiliated asset managers.

Brian Demonte is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 credentials and 32 years of industry experience. He joined RBC Capital Markets in 2024 after eight years with Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Peter Nicolini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Syracuse Orthopedic Special, Syracuse City Schools, and SUNY Upstate. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Gary Anastasio is a financial advisor with Ameriprise in Syracuse, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Steven D'eredita is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to client risk profiles using a mix of in-house and third-party managers.

Nicole Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. She is a co-owner of Crossbridge Financial Group of CNY, where she dedicates her full professional time and has been involved since 2025. Prior to joining LPL Financial, she worked at several firms including Commonwealth Financial Network and Northwestern Mutual Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment approaches including model portfolios, third-party asset management, and customized strategies supported by advanced operational and research tools.

Deepal Shah is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Shah owns and oversees operations at Elmwood Wine and Liquors and Meraki Holdings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Samuel Conde is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Linda Brown is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Cadaret, Grant & Co., MassMutual, and Mmlisi. Outside of her advisory work, she teaches water aerobics as a fitness instructor at the YMCA in Baldwinsville, NY, and serves as a Notary Public for the State of New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated financial planning, custody, and brokerage services.

Raad Mleiti is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held various positions including roles at the University at Buffalo, McDonald, Target, and in education at Cicero North-Syracuse High School and Gillette Road Middle School. Raad is also involved in a non-variable insurance agency as a financial professional. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David Johnson is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Michael Wirtheim is a financial advisor at RBC Capital Markets with 24 years of industry experience, including 20 years at UBS Financial Services. He holds the Series 66 designation. Wirtheim serves as Board President for Enable, a nonprofit organization supporting people with disabilities in Syracuse. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a range of advisory programs that include portfolio management, financial planning, and brokerage services.

Eric Sullivan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. His prior work includes roles at Securities America, Cadaret, Grant & Co., and JDS Associates. He also operates Johnston's Tax Service, Inc., which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and third-party asset management, supported by extensive technology and a broad platform of financial activities.