A Daniel Coates is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his mother and holds power of attorney for his father, managing these responsibilities with minimal time commitment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, and it includes a broader range of financial product options than typical institutional advisers.

Roger Hare is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience and has previously worked at LPL Financial, American Portfolios Financial Services, Westminster Financial Advisory Corp, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified 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.

George Chrisogonou is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, Axa Advisors, Llc. Outside of his advisory role, he is involved with Falcone Insurance Agency and Guardian in non-Equitable insurance brokerage activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Brandon Barba is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Equitable Advisors / AXA Advisors. Brandon holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment options through a nationwide network of advisors and branch offices.

Patrick Scherer is a financial professional at LPL Enterprise with over 10 years of industry experience. He holds a Series 63 designation and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with Tactical Financial Solutions, where he provides insurance and investment services. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Jeffrey Jock is a CFP® with 25 years of industry experience, currently serving at LPL Financial since 2025. Prior to joining LPL, he worked at CUSO Financial Services, LP for 10 years and has been associated with Empower Federal Credit Union since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing proprietary research, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Jonathan Catlin is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent three years at Morgan Stanley. Catlin is based in Syracuse, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Martha Cacciola is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 designations and 36 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. Cacciola is a Notary Public in New York and serves as a trustee for a patents trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.

Alex Crouch is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Lockheed Martin for five years. Outside of his advisory role, he owns Plains Moving, LLC, where he counsels operations on his days off. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Timothy Grumley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. He has partial ownership in Turning Point Capital LLC, a real estate-related business. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Michael Tisdell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked at firms including Morgan Stanley, Cadaret, Grant & Co., INVEST Financial Corp., and Oneida Wealth Management. Outside of his advisory role, he is involved in managing real estate investments through family-owned LLCs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging extensive resources and technology to support its network of over 22,800 advisors.

Shelly Terzolo is a financial advisor with Cetera, holding a Series 63 designation and bringing 23 years of industry experience. She has worked at Cetera since 2021 and previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services dating back to 2002. Terzolo is the owner and president of The Terzolo Financial Group, Inc., which provides tax and accounting services in addition to investment services. She also serves as a sponsorship committee member for the Road to Emmaus Ministry board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

James Szczesniak is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill from 2009 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Peter George is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for M&T Securities, Inc. for 10 years before joining LPL Financial in 2021. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive technology and research resources.

Jadon Lee is a financial advisor with Equitable Advisors in Syracuse, NY, holding the Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he gained experience in various roles across industries including consulting, electronics, flooring, and food service. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

Jorge Martinez is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He brings nearly 11 years of experience in the financial industry, focusing on building strong client relationships and providing personalized financial advice. Jorge works closely with clients to understand their individual and family goals, enabling informed decisions about their financial futures. His areas of expertise include managing new wealth, personal retirement planning, and retirement income strategies. Jorge holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from the State University of New York at Buffalo and remains committed to continuing education in his field. Residing in Liverpool, NY, Jorge lives with his wife Tiffany, their son Benny, and two dogs, Colby and Moose. Outside of his professional work, he enjoys cooking, listening to music, and spending time with his family.

Rylee Ganter is a financial advisor at Equitable Advisors in Syracuse, NY. Holding a Series 66 designation, Ganter has less than one year of industry experience. Prior roles include positions outside of finance, such as work at Excellus Blue Cross Blue Shield and Samaritan Medical Center, as well as involvement with Clarkson University and Wood Boat Brewery. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes client-specific risk assessment and utilizes third-party advisory programs and asset managers for portfolio implementation.

Gary Stam is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 2004 and holds a Series 63 designation. Stam serves as a for-profit board member of Madison Mutual Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Matthew Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Pacer Financial, Inc. and LPL Financial. Outside of finance, he serves as President of the Board for The National Chamber Orchestra and provides public speaking and vocal coaching. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and affiliated third-party managers.

Melanie Videto is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Community Bank N.A. She has also worked in education and hospitality sectors, including at Ithaca College and Delaware North. 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, and institutional platforms, supported by both proprietary research and third-party strategies.