Deborah Goode is a financial advisor at RBC Capital Markets with 38 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Quinn Shamlian is a financial advisor at RBC Capital Markets in Syracuse, NY, holding a Series 66 designation with 16 years of industry experience. Prior to joining RBC in 2024, he worked for Wells Fargo Advisors LLC for 15 years. Shamlian serves as treasurer for the Charles N. Gordon Wildlife Rehabilitation Center, where he participates in board meetings and oversees donation tracking. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm provides tailored investment advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a combination of in-house and third-party managers.

Christopher Lobo is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2016. 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 tailored investment strategies through various advisory programs, incorporating a blend of in-house and third-party managers along with specialized services such as tax management and responsible investing options.

Joshua Howard is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services, among other firms. Outside of his advisory role, he is co-owner of Artist Dilemma LLC, an independent fine arts business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Laurel Watkins is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at HSBC Securities, INVEST Financial Corporation, and Community Bank, where she currently serves in a financial institution capacity. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Ronald Molinari is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 63 designation and 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, employing tailored strategies implemented through a mix of in-house and third-party investment managers.

Bradley Canavan is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. He previously worked with Avantax Investment Services and currently serves as a staff accountant with Gregory F Wilt CPA. In addition to his advisory role, he provides financial coaching focused on budgeting and debt management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multi-manager platform options.

Richard Doyle is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 1999. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brian Mcknight is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked previously at CORE Federal Credit Union and CFCU Community Credit Union. In addition to his advisory role, he is a commissioned notary in the state of New York. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mac Cadaret Jr. is a financial advisor at LPL Financial with 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for 28 years. He holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of 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, supporting advisors with research and technology tools.

Edward Cuello is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Cuello is a co-founder of the Latino Professional Network of Syracuse, a regional networking organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm uses model-driven portfolios developed by internal research and third-party strategists and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Jacqueline Rudenis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at various Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services, emphasizing non-discretionary relationships supported by firm research and diverse portfolio management options.

Robert Eckermann is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at LPL Financial since 2018 and previously worked at Community Bank, NA and INVEST Financial Corporation. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frederick Kessler Jr. is a ChFC® professional with 52 years of industry experience, currently with Mass Mutual Investors Services. His prior work includes roles at New England Securities and MSI Financial Services, Inc. He serves on the board of an elder care organization, Loretto, and owns a pension services firm, F P Kessler Jr & Associates TPA LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning approaches to deliver customized recommendations.

Joanna Ferguson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in a non-investment business as a gift shop buyer for Village Hardware in Baldwinsville, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Whalen is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. Prior to his advisory role, he has worked with Allied Universal since 2011 as a security officer and also serves as an EMT/Driver for Lafayette Ambulance. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of investment representatives and emphasizes the use of third-party advisory programs and models tailored to clients’ risk tolerance and goals.

Eric Petranchuk is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining RBC in 2026, he worked at UBS Financial Services and Key Private Bank. Outside of finance, he was involved with Full Boar Craft Brewery LLC from 2016 to 2023. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Theodore Binder is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for 19 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored strategies through a combination of in-house and third-party investment managers and model providers.

Lea Di Giovanni is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services, Hart Agency, Tompkins Community Bank, and Auburn City Schools. Outside of finance, she has experience in the hospitality sector, having worked at Osteria Salina. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Michael Rossetti is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2017, following a brief tenure at MicRo Productions, LLC. Outside of his advisory role, he is employed by an affiliated entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary investment research and third-party data.