Jason Moody is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Mutual of Omaha, MML Investors Services Inc., and MassMutual. Moody is also involved in individual insurance sales outside of his advisory role. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Frederick Shibel Jr. is a financial advisor with Stifel, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Contos is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego, Diamond Baseball Holdings, ASM Global, Nichol's Supermarkets, and in education at Liverpool High School and Liverpool Middle School. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.

Joseph Scro is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at AxA Advisors, Northwestern Mutual, and United Van Lines. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Francis is a financial advisor with LPL Enterprise, holding Series 63 and 66 licenses and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Earl Phillips is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has worked at Prudential Insurance Company of America since 1987, including a tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and financial planning services.

Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Paul Kobel is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and participation in wrap programs.

Kevin Riley is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services, Inc. since 1999. He also holds Series 63 and Series 65 licenses. Outside of his advisory role, Kevin is actively involved as an owner and officer of Planned Results, Inc., a support company, and has worked as an insurance agent through the same entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers innovative advisory programs alongside municipal and public-finance services.

Marcus Mcfee Walters is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AxA Advisors. Walters serves on the SUNY Oswego Gold Leadership Council and holds board positions with the Onondaga Community College Foundation and the Oswego College Foundation. He is also the owner of MMW Merch LLC, a wholesale business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm emphasizes risk assessment and client-specific program matching, offering a range of investment solutions through a network of advisers and third-party managers.

Christopher Coates is a financial advisor at Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors, St Bonaventure University’s Accounting Department, and Arctic Glacier Premium Ice. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

James Gregg is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has occasional involvement in managing a rental property. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Kelsey is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. He has worked at Cetera Financial Specialists LLC, The Terzolo Financial Group, Inc., and Equitable. Kelsey is involved with The Terzolo Financial Group, Inc., where he provides executive support and account maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Mark Diebold is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product sales through affiliated entities.

Rowena Ilag Ferguson is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and eight years of industry experience. Prior to joining Primerica, she worked 18 years with Associated Gastroenterologists of CNY and currently has involvement with the Specialty Surgery Center of Central NY. She also has outside business activities related to sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors serves 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 that utilizes model portfolio strategies managed by unaffiliated asset managers, with trade execution and custody supported by Pershing and BNY Mellon Advisors.

Justin Henty is a Series 66-registered financial advisor with Edward Jones in Liverpool, NY, bringing three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Milton Cat and has a background in the automotive sector. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Tara Kobuszewski is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services since 2014. Outside of her advisory role, she is involved as a sales assistant at Planned Results, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs, including specialized services for municipal and public finance clients.

Lisa Duncan is a financial advisor with Wells Fargo Clearing in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is active in her community as a bartender and event coordinator for a local Veterans of Foreign Wars post. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Paul Kordziel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he operates a used car dealership and serves as vice-president of the Higby Point Property Owners Association. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Nicole Rogers is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.