Alyssa Dosztan is a financial advisor with LPL Enterprise and holds a Series 66 designation, with two years of industry experience. She has worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC since 2024. Outside of her advisory role, Alyssa is employed as a Grants Manager at Grand Isle Supervisory Union and serves as executor for multiple family estates. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation through portfolios developed by its research department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Kevin Christopher is a financial advisor with OSAIC in Syracuse, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at OSAIC since 2023 and previously held positions at SagePoint Financial and Prudential Insurance Company of America. Outside of his role at OSAIC, he serves as Vice President of Excelsior Wealth Partners. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services. The firm employs a model-based investment process that incorporates asset allocation, portfolio optimization, and risk management tools across various program offerings.

Gary Rossi is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, also having a tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Terence Coholan is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 designations and offering 42 years of industry experience. His prior roles include positions at Commonwealth Financial, Cadaret, Grant & Co., Inc., and 1717 Capital Management Company. He is also involved with Financial Quest Retirement Plan Services, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers various investment programs and platforms supported by advanced operational and research tools.

Joseph Fletcher is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Salt City Financial Advisors. Outside of his advisory role, he is involved in bookkeeping for The Goalie Workshop and coaches lacrosse at The Platform Lacrosse Academy. 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 services through a large network of advisors and utilizes a variety of strategies including model portfolios and third-party subadvisors.

Elizabeth Butler is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where she has worked since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lucas Humphries is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2019. He has seven years of industry experience, including three years at White's Travel Center prior to joining Edward Jones. Outside of advising, he sells items on eBay in his spare time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Justin Paterson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and Mutual of Omaha. Outside of his advisory work, he is involved in Medicare sales and service through the New Buffalo Group. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and a wrap program, with a notable emphasis on non-securities products and affiliated insurance and lending services.

Sheri Tuttle is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked at Saab, Inc. for four years, SRC, Inc. for three years, and the Salvation Army Empire State Division for seven years. Equitable Advisors serves a broad 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, utilizing both proprietary and third-party advisory solutions.

David Canino is a financial advisor at Equitable Advisors with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999. Outside of his advisory work, he serves as a board member and officer for the Fellowship of Christian Athletes at Syracuse University and is affiliated with New Testament Church in Jamesville, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its diverse client base.

Tess Segal is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Asset Management since 2016. Outside of her advisory role, she serves as president of the Logan Building Condominium Association in Skaneateles, New York, where she is also an owner and manages a rental unit within the association's guidelines. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Hatfield is a Series 66-registered financial advisor with LPL Financial, based in Syracuse, NY, and has 22 years of industry experience. His prior experience includes roles at INVEST Financial Corp., Oneida Wealth Management, Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

John Konefal Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Wealth Management, TD Ameritrade, and KeyBank. Konefal is also involved with Community Bank in Syracuse, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, discretionary and non-discretionary management, and alternative exposures.

Samuel Chavarria is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding the ChFC® designation and Series 63 license with 20 years of industry experience. He previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is a partner at Limestone Advisory Services, LLC, where he oversees expenses, income, marketing, and general direction. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analytical tools.

James Prioletti is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005 and currently works at their Syracuse, NY office. Outside of advisory work, he owns and manages The Courier, LLC, a business involved in property management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through a written recommendation report and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Daniel Rohnke is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to his advisory role, he is also a licensed property and casualty and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs with an emphasis on collaborative, annual planning engagements.

Andrea Cruz is a financial advisor with UBS Financial Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, Cruz serves on the boards of Friends of the Central Library and Faith Heritage School, where she holds the position of Treasurer and chairs the finance committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Michael Ferlenda is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, including its prior iteration as AxA Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment management solutions.

Jeffrey Barnard is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm‑approved tools and an emphasis on structured planning processes.

Lisa Vanzandt is a financial advisor at Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2003. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.