Thomas Austin is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at UBS Financial Services for 34 years. Outside of his advisory role, he is a partner at Comstock Properties LLC, a real estate business involved in mortgage collection. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering comprehensive portfolio management and financial planning services.

Alden Carroll is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and beginning his career in 2025. Prior to joining RBC, he spent time working in the food service industry and education. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various advisory programs and portfolio management services tailored to clients’ risk profiles and investment preferences.

Adrian Shute is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at Merrill and Cadaret, Grant & Co., Inc., as well as operating his own advisory business, Adrian W. Shute & Associates. Outside of his advisory work, he serves as Town Justice for the Town of LaFayette, NY. 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, including financial planning, model portfolio programs, and institutional platforms, with advice and account management offered primarily through investment adviser representatives.

Devin White is a CFP® professional with 12 years of industry experience, currently serving at RBC Capital Markets since 2025. His prior experience includes multiple roles at Janney Montgomery Scott and a position at Uber in 2017. Outside of his advisory work, he serves as secretary and board member for the Rotary Club of Eastwood and works as a contractor for IAABO Board 38, assigning basketball games at various levels. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs featuring customized portfolio management, financial planning, and custody services, implemented through a combination of in-house and third-party investment managers.

Robert Richardson is a financial advisor with Edward Jones in Manlius, NY, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sara Kerry is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She previously spent thirteen years with Cadaret, Grant & Co., Inc. Sara is also a licensed notary public. 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 services including financial planning, model portfolios, and institutional platforms, with advisors utilizing a variety of investment strategies supported by proprietary and third-party research tools.

John Shamlian is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

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 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 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 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.

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 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006 and concurrently has worked at KONE Inc. since 2014. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm employs model-delivery investment strategies supported by third-party asset managers and custodians, overseeing approximately $15.5 billion in assets under management through nearly 3,700 advisors.