Tina Haney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and also has a concurrent role at SUNY Upstate Medical University since 2007. Outside of her advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Garrett Clegg is a financial advisor with RBC Capital Markets in Syracuse, NY. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining RBC, he worked at Bankers Life and Casualty Company and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors in Cazenovia, NY, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. and Western International Securities, Inc. Outside of his advisory role, he is also active as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and multiple custody platforms.

Adam Parente is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and is also a partial owner of Woodlawn Holdings Group, LLC, where he participates in real estate investment decisions. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Mark Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Advisors since 2015 in two separate tenures and previously held roles at Raymond James Financial Services and Crux Wealth Advisors. Bailey is also the owner of BWCM, LLC DBA Bailey Financial Group, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Peter Babbles Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2012. Merrill, together 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Scott Harlander is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.

Jacob Binder is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of finance, he was involved with the Idaho Falls Chukars and Oneida Nation Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Luis Romano is a financial advisor with LPL Financial in Fayetteville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. Before joining LPL Financial in 2021, he worked at M&T Securities from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a wide range of advisory programs and brokerage services through a national network of investment adviser representatives.

Joseph Corona Jr. is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, he is involved in several family trusts and holds ownership interests in a few business entities unrelated to investment advisory. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kristin Housler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 16 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual client risk profiles using both in-house and third-party investment managers.

Michael Bland is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006 and has also worked at KONE Inc since 2014. Primerica Advisors sponsors and manages a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model recommendations created by unaffiliated asset managers.

Samuel Bianchi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Ibn Financial Services, Inc. for 15 years before joining Cambridge Investment Research Advisors in 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple custody and platform arrangements.

Timothy Mullane is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Mullane operates out of Dewitt, NY. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth portfolios, and access to third-party asset management. The firm combines advisory services with brokerage and insurance products through an integrated platform.

Jeremy Di Cuffa is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Darryl Fiasconaro is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF and Tiaa for 19 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Stinson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Rapid Response Monitoring for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Hannah Lupole is a financial advisor with LPL Financial holding a Series 66 designation. She has nine years of experience at Marathon Financial Advisors and has held roles at Cadaret Grant & Co., Inc. and LPL Financial LLC. Outside of finance, she has worked at Dewitt Animal Hospital, Barnes & Noble, and Bruegger's Bagels. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management and access to research and model portfolios.

Kevin Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2019, following five years at Lesko Securities Inc. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.