Lisa Mckenney is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 designations and 29 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers.

Brian Demonte is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

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.

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 at RBC Capital Markets with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes 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 each client’s risk profile.

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.

James Marshall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at M&T Bank, NYLife Securities LLC, and New York Life Insurance Co. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across a broad platform.

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.

Mark Demo is a financial advisor at Stifel with 35 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market methodology from its Investment Strategy Group.

Kenneth Walcyk is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Metlife Securities, and Mass Mutual Investors Services. He is also the 100% owner of Walcyk Financial Services, a marketing business, and serves as co-trustee for the Joyce Irrevocable Trust. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, with assets under management exceeding $256 billion across more than 10,000 advisors.

David Towers is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cody Perkov is a financial advisor with Ameriprise in East Syracuse, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tamara Hogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2014 and has additional experience with GTS Consulting and Integrative Medicine of CNY. Outside of advising, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models and ongoing oversight.

Rose Neill is a financial advisor currently serving at Merrill Lynch Wealth Management. She holds the position of FSA - Merrill, where she focuses on helping clients develop strategies to pursue their financial goals. Rose has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), which support her expertise in retirement planning and investment advising. She completed her high school education at Pinnacle Charter High School. Her approach centers on uncovering what matters most to clients and their families to tailor financial strategies accordingly.

Elijah Conte is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Incorporated since 2016. Outside of his advisory role, he serves on the boards of Paige's Butterfly Run, a nonprofit focused on pediatric cancer and rare blood disorders, and the Skaneateles Festival, a nonprofit music event. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary forward-looking capital market analyses developed by its Investment Strategy Group.