Joshua Janack is a financial advisor with Morgan Stanley in Syracuse, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Le Moyne College and Burnt Hills-Ballston Lake High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools.

Adam Dake is a financial advisor with LPL Enterprise in Syracuse, NY, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he serves as a part-time volleyball coach at Pace Bootlegger. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services through advisory and brokerage channels supported by model portfolios, third-party asset management, and a range of financial products.

Edward Tucker is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked at Novelis for nine years and GDI for one year. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and other third-party managers to deliver advisory and brokerage solutions.

Evan Pace is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Optomi LLC, RadNet, and Rochester Institute of Technology. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products supported by an integrated platform.

Carmen Chirico is a financial advisor with Equitable Advisors in Syracuse, NY, holding the Series 66 designation. Chirico has been with Equitable Advisors since 2025 and previously worked at Pinnacle Investments in 2023 and 2024. Outside of the financial industry, Chirico has experience working in the restaurant business as a delivery driver and cook at Two Trees Cicero since 2021. 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 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 meet client needs.

George Christie Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2015. Outside of his advisory role, he is an agent with New York Long Term Care Brokers Ltd., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brett Stagnitti is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Figueiredo is a financial advisor with LPL Financial in Auburn, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise, AXA, and Northwestern Mutual Investment Services. Outside of finance, he is involved in youth sports, owning a soccer-related business and coaching multiple soccer and fitness programs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits 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, utilizing both proprietary and third-party model portfolios and research.

Timothy Fortner is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a family trust. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Anthony Fisher is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2021 and serves as Second Vice President on the executive board of the Auburn Teacher Association. Additionally, Fisher is involved in real estate through his roles with Upside Properties, Inc. and Pisciotti Real Estate. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Dominic Fiorello is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cadaret, Grant & Co., Inc. and Anthony Falso Agency. Outside of his advisory role, he is employed as a manual laborer, a non-investment-related position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Conway Porter III is a financial advisor with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities, The Empire Wealth Agency, and Princor Financial Services. In addition to advising, he operates Conway Porter, C.P.A., P.C., providing tax preparation and accounting services. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Christopher Fragnito is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Pine Grove Health and Country Club and LeMoyne College. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, 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 a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Matthew Turner is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including prior tenure at AxA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

Joseph Dimora is a financial advisor with Equitable Advisors in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and also worked at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved in insurance brokerage activities. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Michael Maloney is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America NA. He serves as a board member for St. John Vianney Catholic Community School, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that combines advisory services with brokerage and insurance products.

Louis Tabone is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities, Inc. for 13 years. His career also includes longstanding experience with Agway, Inc. since 1983. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to client goals.

Kristen Parrow is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at AmeriCU Credit Union, KeyBank, and Axa Advisors, LLC. She is also associated with Wilmington Advisors @ M&T as part of her LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Paul Carr is a financial advisor at LPL Financial with a Series 66 credential and six years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and has a teaching background with East Syracuse Minoa Central Schools. In addition to his advisory role, he is involved in tax preparation and accounting services through multiple related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources.

Lloyd Fix Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including nine years at Cadaret, Grant & Co., Inc. He is also involved in a non-investment business, Weekend Fix LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.