Edward Vespa is a financial advisor with MassMutual Investors Services in Syracuse, NY, holding a Series 63 designation and having 42 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of advising, he is involved in sales of group life, group health, and disability insurance, as well as life insurance consulting. MassMutual Investors Services, LLC 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, offering collaborative, goal-focused advisory relationships without discretionary investment authority.

Abigail Stevens is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Auburn Community FCU and Visions Federal Credit Union. Outside of her advisory career, she has experience working in educational and community organizations, including Le Moyne College and the Skaneateles Library Association. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and nonprofits. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Robert Brunette is a financial advisor with Raymond James Financial in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including roles at Planned Results Inc and Raymond James Financial Services, Inc. Brunette is also involved with Planned Results, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting utilizing various analytical tools and maintains a unique affiliation with a municipal advisor to support its municipal and public finance services.

Michael Jim is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. 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 based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Scott Coles is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and offering 28 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes.

Marcia Irvin is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2009, with additional experience at City National Bank beginning in 2024. Outside of her advisory role, she serves as treasurer for the Shepard's Woods Land Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and a variety of advisory programs. The firm combines in-house and third-party managers to provide portfolio management, financial planning, and brokerage services.

Leslie Smith is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. Prior to joining Cetera in 2025, Leslie worked at Avalon, Avantax Advisory Services, and Cadaret, Grant & Co. Outside of advising, Leslie is involved with Avalon Position, a company providing printing, cybersecurity, and document management services to the legal and medical fields. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Nancy Moak Marshall is a financial advisor at Merrill with Series 63 and Series 66 designations and 40 years of industry experience. She has been with Merrill since 1982 and has worked with Merrill Lynch Pierce Fenner & Smith Inc. since 1980. Merrill, along 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 investment strategies supported by internal and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Liz Csonka is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, she worked at Prudential for one year and has a background that includes roles in education and fulfillment services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with active sales of financial products.

Matthew Dauksza is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and Pruco Securities, LLC. He is CEO of Excelsior Wealth Partners and serves on the board of the Fayetteville-Manlius All Sports Boosters Club, supporting local high school athletics. OSAIC Wealth, Inc. provides services to a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services through a large network of advisers, utilizing asset-allocation tools and third-party resources to construct and manage portfolios across various investment types.

Brandon Mimas Weeks is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has held roles at several firms including Empower Federal Credit Union and CUSO Financial Services, LP. Weeks serves as a board member on the Planned Giving Advisory Council for Unity House, a nonprofit organization in Auburn, NY. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party sources.

Travis Decker is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of Utica, Excelsior Wealth Partners, and Utica University. Decker also serves as a Registered Assistant at Excelsior Wealth Partners, where he contributes to research and administrative tasks. OSAIC is a large firm serving retail and institutional clients through a broad network of advisers, offering integrated brokerage and investment advisory services. The firm employs various tools for portfolio construction and supports multiple advisory platforms, including third-party managed accounts and alternative investment options.

Jaime Skiff is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2018, he worked at Hiscock Legal Aid Society and Exceptional Family Resources. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools such as Monte Carlo simulations to model outcomes.

Ronald Ciotoli is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 63 designation and has worked at Prudential Insurance Company of America, Pruco Securities, and Lifemark Securities Corp. Outside of finance, he serves as a sports official for soccer and basketball and holds positions in local government and political organizations. 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 brokerage products through an integrated platform that combines advisory programs with insurance and lending services.

Daniel Duffy is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Leigh Baldwin & Co., Solvay Bank, and Cadaret, Grant & Co. He also owns a business selling life, accident, health, and fixed and variable annuities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining investment advisory and insurance products.

Ryan Matousek is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Key Bank. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice with other financial products and lending programs.

James Amuso is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent over two decades at Turning Stone Resort and Casino. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs.

Tamela Fabiano is a financial advisor with Primerica Advisors in E Syracuse, NY, holding a Series 63 designation and 14 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of her advisory role, she is involved with Father Champlin's Guardian Angel Society. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing oversight of its investment offerings.

Katherine Anthis is a Series 66-licensed financial advisor with Ameriprise, based in Jamesville, NY, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves on the Board of Directors and as Board Secretary for Liberty Resources. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a specialized retirement-income planning service designed for clients with substantial investable assets, utilizing research-driven, algorithm-supported recommendations tailored in partnership with advisors.

Ann Heyen is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation. She has one year of industry experience, including prior work at Raymond James Financial Services. Outside of finance, she has held various roles in education and hospitality. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.