Tamela Fabiano is a financial advisor with Primerica Advisors in E Syracuse, NY, holding a Series 63 designation and 14 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of her advisory role, she is involved with Father Champlin's Guardian Angel Society. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing oversight of its investment offerings.

Ann Heyen is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation. She has one year of industry experience, including prior work at Raymond James Financial Services. Outside of finance, she has held various roles in education and hospitality. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Gerald Ciciarelli is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following three years at Tmfs Advisors, LLC. Outside of his advisory role, he is the founder and president of the 3rd Ward Community Group, a community organization in Syracuse, NY, and owns Ciciarelli Farms LLC, a farming business focused on garlic. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a broad client base through both advisor-led and online platforms.

Michelle Lester is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for seven years. Outside of her advisory role, she is employed in a supervisory non-investment capacity at Syracuse Parking Services and serves as power of attorney for her parents. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer and relies on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Jared Swift is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. His background includes roles at SUNY Empire State University, Monroe Community College, and Cutting Edge Decks, Inc. He is based in Syracuse, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Nicolosi is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Varsity Tutors, where he provides online tutoring outside of his advisory duties. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, employing a range of advisory and brokerage solutions through various program sponsors and endorsed TAMPs.

Andrew Whalen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a combination of advisory and brokerage/insurance channels. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor services to client goals, risk tolerance, and time horizon.

Nicholas Purchiaroni is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Prudential Insurance Company of America since 2011 and has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its platform.

Charles Baracco is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp. and Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Derek Loomis is a financial advisor with Edward Jones in Cicero, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Adler is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Enterprise in Syracuse, NY. He has worked at Prudential Insurance Company of America and its affiliated entities since 2014. Outside his advisory role, he is involved with CareValue, a Medicare Advantage insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Aaron Robertello is a financial advisor with Ameriprise in Liverpool, NY. He holds the Series 66 designation and has been with Ameriprise since 2025. His prior work history includes roles at SUNY Oswego, Onondaga Community College, and Liverpool High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alyssa Dosztan is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. She has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she works as a Grants Manager for the Grand Isle Supervisory Union and serves as an executor for multiple estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management arrangements through an integrated platform.

Michael Herholtz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 37 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company for over two decades before joining Mass Mutual in 2018. He is also involved in insurance sales through Any Size Financial Solutions, focusing on individual life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Terence Coholan is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at Commonwealth Financial and Cadaret, Grant & Co., Inc., each for 18 years, and currently at Seneca Savings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Lucas Humphries is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2019. He has seven years of industry experience, including three years at White's Travel Center prior to joining Edward Jones. Outside of advising, he sells items on eBay in his spare time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Justin Paterson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mutual of Omaha, and self-employment. He is involved with New Buffalo Group, focusing on Medicare sales and service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Sheri Tuttle is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Saab, Inc., SRC, Inc., and The Salvation Army Empire State Division. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Joseph Hatfield is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at INVEST Financial Corp. and Community Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

John Konefal Jr. is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes roles at TD Ameritrade, Northwestern Mutual Wealth Management Company, and KeyBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.