Carmen Chirico is a financial advisor at Equitable Advisors with one year of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, Carmen worked at Pinnacle Investments and has been involved with Two Trees Cicero, a pizza restaurant, where they worked as a delivery driver and cook. 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 asset management programs delivered through a network of Investment Adviser Representatives and third-party partnerships.

Brett Stagnitti is a financial advisor with Merrill in Liverpool, NY, holding a Series 66 designation and 12 years of industry experience. His prior work includes two years at Edward Jones before joining Merrill and Bank of America, N.A. in 2016. 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. The firm offers a range of model-based and discretionary investment strategies intended for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Fortner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as a trustee for his parents. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Fisher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. In addition to his advisory role since 2021, he has served on the executive board of the Auburn Teacher Association as Second Vice President. He is also involved in real estate businesses, including positions with Pisciotti Real Estate and Upside Properties, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing custody services.

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.

Conway Porter III is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, The Empire Wealth Agency, LLC, and Princor Financial Services Corp. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a large network of investment adviser representatives.

Christopher Fragnito is a financial advisor at Equitable Advisors in Syracuse, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pine Grove Health and Country Club and LeMoyne College. 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 various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Dimora is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities. 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 advisors and third-party managers, with a focus on personalized risk assessment and matching clients to appropriate investment models.

Michael Maloney is a financial advisor at LPL Enterprise with eight years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America. He serves as a board member for the St. John Vianney School Board of Trustees, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kristen Parrow is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. She has previously worked with firms including AmeriCU Credit Union, KeyBank, and Axa Advisors, LLC. She is also associated with Wilmington Advisors @ M&T, a DBA related to her LPL Financial business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and proprietary research tools.

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.

Brian Clifford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Key Investment Services LLC and First Niagara/KeyBank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Daniel Silfer is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at the Office of the Comptroller of The Currency and held various roles in education. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and focuses on matching clients to appropriate investment programs based on risk tolerance and personal information.

Chad Germain is a financial advisor with LPL Financial in Cicero, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Bank since 2007, including 14 years at M&T Securities. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Michael Stanton Jr. is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, and Equitable Advisors. Outside of his advisory role, Stanton is a driver representative for a family-owned race team. 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 employs a model-driven investment approach with access to third-party asset managers, offering financial planning, consulting, and participation in wrap programs.

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.

Jeremy Wood is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. He has worked with firms including Horan Wealth Management and Cadaret, Grant & Co., Inc. Wood serves as a board member for AssetMark Trust Co., where he collaborates with leadership and advisory professionals. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering various program structures and investment options, supported by a nationwide network of over 10,000 advisors.

Shawn Tetreault is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience and previously worked at The Prudential Insurance Co. of America and PRUCO Securities, LLC. From 2011 to 2023, he was affiliated with the Knights of Columbus. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Kelly Scholl is a Series 66 licensed financial advisor with Edward Jones, based in Clay, NY, and has two years of industry experience. Prior to joining Edward Jones, Kelly operated a Pilates business and worked at the YMCA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Joshua Keirsbilck is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Equitable Advisors, LLC. In addition to his advisory role, he is active as a DoorDash driver. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.