Nancy Sheftic is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Bank of America, UBS Financial Services, and Wellcare before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

John Bergan is a Series 66-licensed financial advisor with Morgan Stanley, based in Syracuse, NY, and has four years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC for three years. Outside of his advisory role, he is involved in property management of a multi-family home. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Michelle Lester is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, and has three years of industry experience. She previously worked at Merrill Lynch for seven years. Outside of her advisory role, she is employed in a supervisory, non-investment related position with Syracuse Parking Services and serves as power of attorney for her parents. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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 Series 66 credentialed financial advisor with two years of industry experience, currently with Equitable Advisors in Syracuse, NY. His prior work includes roles at Morgan Stanley and tutoring with Varsity Tutors. Outside of finance, he is involved in online tutoring through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charities, offering financial planning and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Janna Connolly is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. She previously worked at FSC Securities Corporation for 18 years and Vision Works for 11 years. Outside of her advisory role, she assists her children with their seasonal fishing lure business by helping with sales, packaging, and inventory management. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services with investment strategies that utilize firm-provided tools and third-party platforms to construct client portfolios across various asset classes.

Andrew Whalen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dawn Frenza is a financial advisor with UBS Financial Services in Syracuse, NY, holding the Series 66 designation and 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Nicholas Purchiaroni is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 2011. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, asset manager access, and insurance services through affiliated entities.

James Macri is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. His career includes over three decades at Metlife Securities Inc. before joining MassMutual Life Insurance Co. and Mass Mutual Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, using firm-approved software to analyze client goals and deliver written recommendations.

David Rebeor is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Walmart and held academic positions at SUNY Oswego and Onondaga Community College. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory platforms and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

Charles Baracco is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at INVEST Financial Corp. and Community Bank. He is involved with OneGroup Retirement Advisors, dedicating significant time to that activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by proprietary research and technology tools.

Brandon Champion is a financial advisor with OSAIC Wealth Inc. in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC in 2024, he has been involved with Northern Pines Golf Course and SUNY Oswego since 2021, with additional experience at Delta Sonic and Cicero North Syracuse Education. He also serves as a registered assistant at Excelsior Wealth Partners LLC, where he contributes to research analysis and document management. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party solutions.

Gary Allen is a financial advisor at Merrill with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked with Merrill since 1976 and has been affiliated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 financial advisor with LPL Enterprise in Syracuse, NY, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Adler is involved with CareValue, a Medicare Advantage-related business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate 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.

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.

Paul Torrisi Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including customized 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 client services and employer-sponsored financial planning agreements.

Brian Turner is a financial advisor with Ameriprise in Cicero, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic tools overseen by a dedicated committee to generate recommendations.

Tyler Merz is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley and has held roles at several other financial and non-financial firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and advisory solutions.