Jared Swift is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. His background includes roles at SUNY Empire State University, Monroe Community College, and Cutting Edge Decks, Inc. He is based in Syracuse, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Nicolosi is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Varsity Tutors, where he provides online tutoring outside of his advisory duties. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, employing a range of advisory and brokerage solutions through various program sponsors and endorsed TAMPs.

Janna Connolly is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. She previously worked at FSC Securities Corporation for 18 years and Vision Works for 11 years. Outside of her advisory role, she assists her children with their seasonal fishing lure business by helping with sales, packaging, and inventory management. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services with investment strategies that utilize firm-provided tools and third-party platforms to construct client portfolios across various asset classes.

Andrew Whalen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. 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 a combination of advisory and brokerage/insurance channels. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor services to client goals, risk tolerance, and time horizon.

Dawn Frenza is a financial advisor with UBS Financial Services in Syracuse, NY, holding the Series 66 designation and 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Edward Carlson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His career includes roles at Chemung Canal Trust Company, Citizens Securities Inc., and PNC Investments, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with various model portfolios and research resources.

Nicholas Purchiaroni is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Prudential Insurance Company of America since 2011 and has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its platform.

John Fabrizio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked for M&T Securities, Inc. from 2016 to 2021. Outside of his advising role, Fabrizio officiates lacrosse games with the National Intercollegiate Officials Association and the CNYLOA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Macri is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. His career includes over three decades at Metlife Securities Inc. before joining MassMutual Life Insurance Co. and Mass Mutual Investors Services. 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, and educational programs, using firm-approved software to analyze client goals and deliver written recommendations.

David Rebeor is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Walmart and SUNY Oswego. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, partnering with LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Charles Baracco is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp. and Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Brandon Champion is a financial advisor with OSAIC Wealth Inc. in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC in 2024, he has been involved with Northern Pines Golf Course and SUNY Oswego since 2021, with additional experience at Delta Sonic and Cicero North Syracuse Education. He also serves as a registered assistant at Excelsior Wealth Partners LLC, where he contributes to research analysis and document management. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party solutions.

Gary Allen is a financial advisor at Merrill with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked with Merrill since 1976 and has been affiliated with Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

R. Rienhardt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and PFS Investments Inc. since 2006. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Daniel Adler is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Enterprise in Syracuse, NY. He has worked at Prudential Insurance Company of America and its affiliated entities since 2014. Outside his advisory role, he is involved with CareValue, a Medicare Advantage insurance business. 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 a range of investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Aaron Robertello is a financial advisor with Ameriprise in Liverpool, NY. He holds the Series 66 designation and has been with Ameriprise since 2025. His prior work history includes roles at SUNY Oswego, Onondaga Community College, and Liverpool High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Torrisi Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and employer-sponsored financial planning agreements.

Brian Turner is a financial advisor with Ameriprise in Cicero, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic tools overseen by a dedicated committee to generate recommendations.

Nicolette Fiermonte is a financial advisor at Stifel with 10 years at the firm and five years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a New York State Notary and notarizes client documents. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Tyler Merz is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley and has held roles at several other financial and non-financial firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and advisory solutions.