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.

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.

Nancy Moak Marshall is a financial advisor at Merrill with Series 63 and Series 66 designations and 40 years of industry experience. She has been with Merrill since 1982 and has worked with Merrill Lynch Pierce Fenner & Smith Inc. since 1980. Merrill, along 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Matthew Dauksza is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and Pruco Securities, LLC. He is CEO of Excelsior Wealth Partners and serves on the board of the Fayetteville-Manlius All Sports Boosters Club, supporting local high school athletics. OSAIC Wealth, Inc. provides services to a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services through a large network of advisers, utilizing asset-allocation tools and third-party resources to construct and manage portfolios across various investment types.

Brandon Mimas Weeks is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has held roles at several firms including Empower Federal Credit Union and CUSO Financial Services, LP. Weeks serves as a board member on the Planned Giving Advisory Council for Unity House, a nonprofit organization in Auburn, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party sources.

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 Bank of Utica, Excelsior Wealth Partners, and Utica University. Decker also serves as a Registered Assistant at Excelsior Wealth Partners, where he contributes to research and administrative tasks. OSAIC is a large firm serving retail and institutional clients through a broad network of advisers, offering integrated brokerage and investment advisory services. The firm employs various tools for portfolio construction and supports multiple advisory platforms, including third-party managed accounts and alternative investment options.

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 at LPL Enterprise with 32 years of industry experience. He holds a Series 63 designation and has worked at Prudential Insurance Company of America, Pruco Securities, and Lifemark Securities Corp. Outside of finance, he serves as a sports official for soccer and basketball and holds positions in local government and political organizations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance and lending services.

Daniel Duffy is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Leigh Baldwin & Co., Solvay Bank, and Cadaret, Grant & Co. He also owns a business selling life, accident, health, and fixed and variable annuities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining investment advisory and insurance products.

Ryan Matousek is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Key Bank. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice with other financial products and lending programs.

Jessica Myers is a financial advisor with Ameriprise in Liverpool, NY, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

James Amuso is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent over two decades at Turning Stone Resort and Casino. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs.

Ann Heyen is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation. She has one year of industry experience, including prior work at Raymond James Financial Services. Outside of finance, she has held various roles in education and hospitality. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

John Dziura is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked with In the Market Mentors and SUNY Oswego. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kevin O'Connor is a Senior Resident Director at Merrill, where he has worked since 1993. He serves in a dual role as both a Financial Advisor and a leader in the local market. In his leadership position, Kevin provides training and coaching to Financial Advisors and Client Associates and focuses on growing the Syracuse office through recruitment and training programs. Kevin applies a Goals Based Approach to Wealth Management, helping clients with a broad range of wealth management needs. He emphasizes clear and regular communication about financial strategies and is committed to mitigating client anxiety through financial education. His expertise spans areas including college education planning, divorce transition planning, family wealth management, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Business Administration from Le Moyne College. Kevin has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning and is a Certified Plan Fiduciary Advisor® (CPFA®) professional, among other credentials. He and his wife Michelle reside in Syracuse with their two sons, Ryan and Justin. Kevin enjoys golfing, skiing, boating, and traveling with his family. He is involved with various nonprofit boards and supports charitable activities through Merrill's Syracuse office.

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.

Gerald Ciciarelli is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following three years at Tmfs Advisors, LLC. Outside of his advisory role, he is the founder and president of the 3rd Ward Community Group, a community organization in Syracuse, NY, and owns Ciciarelli Farms LLC, a farming business focused on garlic. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a broad client base through both advisor-led and online platforms.

Michelle Lester is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for seven years. Outside of her advisory role, she is employed in a supervisory non-investment capacity at Syracuse Parking Services and serves as power of attorney for her parents. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer and relies on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.