Michael Jim is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63, 65, and 66 licenses and with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Equitable Advisors from 2013 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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.

Scott Coles is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and offering 28 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes.

Marcia Irvin is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2009, with additional experience at City National Bank beginning in 2024. Outside of her advisory role, she serves as treasurer for the Shepard's Woods Land Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and a variety of advisory programs. The firm combines in-house and third-party managers to provide portfolio management, financial planning, and brokerage services.

Leslie Smith is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. Prior to joining Cetera in 2025, Leslie worked at Avalon, Avantax Advisory Services, and Cadaret, Grant & Co. Outside of advising, Leslie is involved with Avalon Position, a company providing printing, cybersecurity, and document management services to the legal and medical fields. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Gary Croniser is a financial advisor with LPL Financial in East Syracuse, NY, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2026 and was previously affiliated with Commonwealth Financial Network for 18 years. Croniser is also the owner and president of GRC Wealth Management, Inc. 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. The firm offers various investment strategies and utilizes technology tools to support advisors while managing over $819 billion in discretionary assets.

Liz Csonka is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, she worked briefly at Prudential and has experience in educational roles at California State University Sacramento and Sacramento New Technology High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Dauksza is a CFP® professional with 26 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc. and Pruco Securities, LLC. Outside of his advisory role, he serves on the board of the Fayetteville-Manlius All Sports Boosters Club, supporting the local high school wrestling team. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Brandon Mimas Weeks is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His career includes roles at Empower Federal Credit Union and CUSO Financial Services, LP. Weeks serves on the Planned Giving Advisory Council for Unity House, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Travis Decker is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Excelsior Wealth Partners, Bank of Utica, McDonald's, and Utica University. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Jaime Skiff is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2018, he worked at Hiscock Legal Aid Society and Exceptional Family Resources. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools such as Monte Carlo simulations to model outcomes.

Ronald Ciotoli is a financial advisor with LPL Enterprise holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lifemark Securities Corp. Outside of finance, he serves as a sports official for soccer and basketball and holds a legislative role in Tioga County. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors and institutions, using model-driven investment approaches and access to third-party asset managers. The firm also offers financial planning, insurance products, and affiliated trust services.

Daniel Duffy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., Solvay Bank, Cadaret, Grant & Co., LPL Financial, and Wells Fargo Clearing. He also has an insurance business involving life, accident, health, and annuities products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and a wrap program.

Ryan Matousek is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Key Bank, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s approach is model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and various non-securities products and services.

Uri Doolittle is a CFP® professional with 42 years of industry experience, currently serving as an advisor at LPL Financial since 2023. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Cambridge Investment Research Advisors, and Equitable Advisors. Outside of his advisory work, he is involved with U5 Holding Company LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, leveraging a wide network of advisors and utilizing both proprietary and third-party investment strategies.

James Amuso is a financial advisor with LPL Enterprise holding a Series 63 designation and 8 years of industry experience. Before joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2018 to 2024. Prior to his career in finance, he spent over two decades at Turning Stone Resort and Casino. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, 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 various insurance and trust services.

Mauro Bottoni is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. Prior to joining Cetera in 2025, he spent 10 years with Avantax Advisory Services and Avantax Investment Services. He is also president of Mario Bottoni, CPA, PC, where he has provided accounting, payroll, bookkeeping, and tax preparation services since 2005. Outside of his advisory role, Bottoni serves as CEO of Accu-Pay Payroll & Bookkeeping Services and is a board member and treasurer of the nonprofit Bascol, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services on a multi-manager platform, providing advisors access to model portfolios, third-party managers, and customizable strategies.

Katherine Anthis is a Series 66-licensed financial advisor with Ameriprise, based in Jamesville, NY, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves on the Board of Directors and as Board Secretary for Liberty Resources. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a specialized retirement-income planning service designed for clients with substantial investable assets, utilizing research-driven, algorithm-supported recommendations tailored in partnership with advisors.

Ann Heyen is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services. Outside of financial services, she has held roles in education and hospitality, including work with Le Moyne College Admissions and the Best Western Astoria Bayfront Hotel. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party investment models and managers.

Margo Wilkinson is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Philip Dean is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.