Michael Stanton Jr. is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of finance, he serves as a driver representative for his family-owned racing team, engaging with sponsors. 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 access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

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 at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include working at The Prudential Insurance Co. of America and PRUCO Securities, LLC. He also spent over a decade with the Knights of Columbus. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering both advisory and brokerage services. The firm provides financial planning, model portfolio management, and access to third-party asset managers through an integrated platform combining adviser programs with other financial product offerings.

Kelly Scholl is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Staffing Solutions Organization and the YMCA. Outside of finance, she operated a small Pilates business called Pilates with Kelly. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Joshua Keirsbilck is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at Pruco Securities LLC and Equitable Advisors. Outside of financial advising, he works as a DoorDash driver in Rochester, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products.

Christopher Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He is also the owner and senior advisor of TMRW Financial Group, a DBA for his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to both proprietary and third-party managed investment programs through an integrated advisory and brokerage platform.

Matthew Michalak is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo firms since 2010. Wells Fargo Advisors is a national securities firm providing 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 both brokerage and advisory solutions.

Anthony Baeumler is a financial advisor with LPL Enterprise, holding a Series 63 designation and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved with Outback Steakhouse since 2005. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Peter Nicolini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Syracuse Orthopedic Special, Syracuse City Schools, and SUNY Upstate. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Cavanaugh is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Soto is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to this, he was a student at St. Lawrence University for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Ronald Ferguson is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Visions Group and Cadaret, Grant & Co., Inc. He is involved with Financial Visions Group, a business related to his advisory work under LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning, advisory programs, and brokerage services supported by research and technology across discretionary and non-discretionary management strategies.

Daniel Puma is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. His other business activities include associations with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.

Kip Hoag is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, and Allstate Insurance Company. Outside of advising, he is a producing Property & Casualty insurance agent and is involved with a voluntary benefits company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, managed portfolio options, and access to a range of investment and insurance products via an integrated platform.

Charles Pike is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, with a career spanning over three decades, and has operated his own accounting and tax preparation practice since 1979. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Daniel Becker Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked previously in education and service roles, including positions at West Genesee School District and Delta Sonic Car Wash. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jeremy Pyszczynski is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

David Anderson is a financial advisor with Cetera in Cicero, NY, holding a Series 63 license and bringing 24 years of industry experience. He also operates a public accounting firm as a CPA since 1988. Anderson serves as an audit committee member for the Mexico Academy and Central Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Sydney Hopkins is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Hopkins worked at SRC, Inc., WSYR NewsChannel9, and WVNS Fox59. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors across 15,000 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.