Amanda Loiodice is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Key Investment Services, LLC and KEY BANK. She is a board member of Baltimore Woods Nature Center, an organization focused on environmental education and community engagement in central New York. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational infrastructure.

Vincent Capsello is a financial advisor at Ameriprise with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Capsello has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these recommendations, emphasizing managed accounts and algorithmic support in its approach.

Gregory Wilt is a CFP® with 16 years of industry experience, currently affiliated with Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services and owns a CPA firm specializing in accounting and tax preparation. Outside of his advisory work, he owns and manages Kitschy Collective LLC, focusing on banking, accounting, and tax compliance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Brian Weinshenker is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63, 65, and 66 registrations and 14 years of industry experience. His career includes roles at PRUCO Securities, LLC and Prudential Insurance Company of America prior to joining J.P. Morgan in 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nichole La Chance is a financial advisor with Ameriprise in Jamesville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

David Canino is a financial advisor at Equitable Advisors with 51 years of industry experience. He has been with Equitable Advisors since 1999, including a prior affiliation with Axa Advisors, LLC. He serves as a board member and officer for the Fellowship of Christian Athletes at Syracuse University and holds a ministerial position at New Testament Church in Jamesville, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory approach involves assessing client risk tolerance and matching them to various program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Christopher Foster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over 19 years. Foster is also involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors and institutional entities, utilizing model-driven investment strategies and offering access to third-party asset managers and financial planning services.

Richard Jenkins is a CFP® professional with 28 years of industry experience. He is currently affiliated with Cetera and has held positions at Avantax firms and Commonwealth Financial Network. Jenkins owns Focused Financial Solutions, Inc., through which he provides investment planning, retirement planning, estate planning, and tax planning services. He also serves as treasurer for The Learning Place, Inc., a nonprofit literacy agency offering tutoring and ESL services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets with more than 10,000 advisors.

Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

Michael Zoli is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 12 years and Osaic FA, Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

David Colbert is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His work history includes roles at Primerica Advisors since 2007, WHITE & READER ASSOCIATES Inc. since 2017, Miracorp, CDM Smith, and Onondaga County. Outside of his advisory work, he owns and operates Image Crafter Professional Photography and runs Cole Bear Inc., a storefront business selling CBD and health-related products. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Ibrahim Elmekkawy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked in supervisory roles at Main Event Entertainment and Funtopia, and also has experience in education at Metea High School and Hill Middle School. He currently serves as a supervisor at Main Event Entertainment. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities financial services through affiliated entities.

Kenneth Souser III is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, he worked at Janney Montgomery Scott for nine years and Key Investment Services LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dominic Fiorello is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cadaret, Grant & Co., Inc., Anthony Falso Agency, and AllState Insurance Company. Outside of his advisory role, he works as a manual laborer in North Syracuse, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools across a broad network of advisors.

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.

Alicia Spevak is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. and Lee E. Kalin & Associates, where she continues as president and financial professional. Spevak is also an independent insurance agent and serves on the boards of several religious organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple portfolio management strategies and platform arrangements tailored to client objectives.

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 the Series 65 and Series 66 designations and has worked at Stifel Nicolaus since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

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.