Andrew Ewanyk is a financial advisor with LPL Financial in Camillus, NY, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill from 2007 to 2016 and BNY Mellon from 2016 to 2017 before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies.

Stephanie Ruffo is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory models, including third-party programs and discretionary management options, and offers ERISA fiduciary services through credentialed representatives.

Robert Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, including 15 years with LPL Financial. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and investment strategies.

Matthew Vitale is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at CETERA Financial Specialists LLC, Le Moyne College, and Tops Friendly Markets. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Robert Hagen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Hagen serves as a board member of the Elsa and Peter Soderberg Charitable Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual clients, plans, corporations, and institutional clients. The firm offers a range of advisory programs primarily delivered through third-party asset managers and focuses on matching clients to suitable investment models based on risk tolerance and personal information.

Kevin Joy is a financial advisor at Raymond James Financial with a Series 66 designation and over 10 years of industry experience. His prior roles include positions at HPS Investment Partners and Tompkins Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Vincent Beals is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory work, he holds power of attorney for family members. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a combination of firm-offered programs and third-party asset managers.

William Yard is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Dylan Haak is a Series 66 licensed financial advisor with LPL Enterprise, based in Syracuse, NY, with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Strategic Financial Solutions. Outside of financial services, he has experience working in the food and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on access to third-party asset managers and financial planning services.

Justin Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Orchard Registered Investment Advisors and is also involved with Tyda Services Inc. outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation with discretionary authority granted to select portfolio managers and offers financial planning, third-party asset manager access, and a wrap program.

Michael Campagna is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and Community Bank, and he has ownership in Silent Bell, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

Louis Goeckel is a CFP® professional with 30 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Key Investment Services, LPL Financial, and HSBC Securities. Outside of his advisory role, he serves as Treasurer for the NFL Alumni Upstate New York Chapter and is a co-patent holder of a face mask design. OSAIC serves a variety of retail and institutional clients through a large network of financial advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Brett Holberg is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Equitable Advisors, and Axa Advisors. Outside of advising, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, with additional services in financial planning, insurance, and affiliated trust custody.

Alex Dauksza is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Excelsior Wealth Partners and has held roles at St. Bonaventure University and Fayetteville Manlius High School. He also provides research reports through an investment-related LLC. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Joseph Viviano is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, and Royal Alliance. Outside of his advisory role, Viviano serves as an unpaid student mentor and guest speaker at Le Moyne College, volunteers with the United Way of Central New York, and holds board positions with Sustainability for Scholarships and the Association of Upstate New York. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolios constructed with a variety of asset classes managed on discretionary or non-discretionary bases, supported by advanced tools and third-party resources.

Daniel Werner is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he held roles at Pruco Securities LLC and CareCentrix. Outside of his advisory work, he owns a business named BACKHARO LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment strategies developed by LPL’s Research Department and affiliates.

Diane Mowry is a Series 66–licensed financial advisor with Equitable Advisors, where she has worked since 2009. She has 16 years of industry experience and previously worked with Axa Advisors. Outside of her advisory role, she volunteers with the American Heart Association and Zonta International’s Auburn Chapter. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Donahue is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including through its prior affiliation with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and programs, combining third-party asset managers and proprietary solutions to meet client needs.

Brett Vanantwerp is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is the owner of Cocojama LLC, through which he provides Medicare-related advice, and also owns Income Tax Professionals LLC, a tax preparation and accounting service. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and financial planning resources.

Bridget Macko is a financial advisor at Wells Fargo Advisors in Syracuse, NY, with three years of industry experience. She holds a Series 66 license and has worked at Wells Fargo Advisors since 2021. Outside of advising, she is involved in bookkeeping for a local home building and remodeling business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.