Garrett Clegg is a financial advisor at RBC Capital Markets in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His prior work includes positions 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 various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. for nine years before joining Cambridge in 2025. Dunseath is also active as an insurance agent through M&D Financial Agency. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Adam Parente is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2010 to 2012. Outside of his advisory role, he is involved in managing private real estate investments through ownership and decision-making roles in multiple rental properties and Woodlawn Holdings Group, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to create model asset allocations.

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 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Scott Harlander is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 63 designation and 41 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a blend of in-house and third-party investment 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 at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at M&T Securities and Equitable Advisors. 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 and access to model portfolios, with support from proprietary research and technology tools.

Kristin Housler is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining RBC Capital Markets in 2024. 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 various advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Michael Bland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2006 and is also employed at KONE Inc. since 2014. Primerica Advisors is a large institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Samuel Bianchi is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes 15 years with IBN Financial Services, Inc. and three years at Osaic FA, Inc. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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 previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning and consulting services.

Jeremy Di Cuffa is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63 and Series 66 licenses. He has 15 years of industry experience and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research with forward-looking capital market assumptions.

Darryl Fiasconaro is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA-CREF and Morgan Stanley Dw Inc. His career includes 19 years at TIAA-CREF before joining LPL Financial in 2026. 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 portfolio programs, third-party asset management, and institutional platforms.

Brendan Dunuwila is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with LPL Financial and previously held roles at Dunuwila Wealth Management, Commonwealth Financial Network, Voya Financial Advisors, Lincoln Investment, and Merrill. Dunuwila is also involved in business management through ownership of Dunuwila Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive advisor tools and a broad non-advisory financial services platform.

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 in East Syracuse, NY. She holds a Series 66 designation and has experience with Marathon Financial Advisors and Cadaret Grant & Co., Inc. Prior to her financial advisory roles, she worked at Dewitt Animal Hospital and Barnes & Noble. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

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.

Graham Demo is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, he worked at ReliaQuest for four years and has experience in both corporate and academic settings. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.