Daniel Werner is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he held roles at Pruco Securities LLC and CareCentrix. Outside of his advisory work, he owns a business named BACKHARO LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment strategies developed by LPL’s Research Department and affiliates.

Diane Mowry is a Series 66–licensed financial advisor with Equitable Advisors, where she has worked since 2009. She has 16 years of industry experience and previously worked with Axa Advisors. Outside of her advisory role, she volunteers with the American Heart Association and Zonta International’s Auburn Chapter. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Neil Hoyt is a CFP® certificant with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. He is also a partner and part owner of Michael Roberts Associates, Inc., where he has been involved since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, asset management, and institutional platforms to individual and institutional clients.

Christopher Donahue is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including through its prior affiliation with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and programs, combining third-party asset managers and proprietary solutions to meet client needs.

Brett Vanantwerp is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is the owner of Cocojama LLC, through which he provides Medicare-related advice, and also owns Income Tax Professionals LLC, a tax preparation and accounting service. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and financial planning resources.

Sean Becker is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services since 2013, with additional roles at Berkshire Hathaway Holdings LLC and Horan Financial Services. Becker serves on several community boards, including the Baldwinsville Rotary Foundation and the Baldwinsville Marching Band Booster Club, and is involved in local networking and insurance businesses. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, serving over 800,000 clients with more than $256 billion in assets under management.

Sara Kerry is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She previously spent thirteen years with Cadaret, Grant & Co., Inc. Sara is also a licensed notary public. 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 services including financial planning, model portfolios, and institutional platforms, with advisors utilizing a variety of investment strategies supported by proprietary and third-party research tools.

Tina Haney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and also has a concurrent role at SUNY Upstate Medical University since 2007. Outside of her advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Alexandra Carbone is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Ascent Wealth Partners and multiple academic appointments. Outside of finance, she has worked at Harley Davidson of Utica and The Fitness Mill. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Michelle Kendall is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her background includes nearly two decades at Cadaret, Grant & Co., Inc., followed by roles at Grove Point Investments and LPL Financial. 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 extensive resources and a network of over 22,800 advisors.

Jessica Carroll is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation. She has experience in the financial services industry since 2021, including roles at Commonwealth Financial Network and Northwestern Mutual. Outside of finance, she has been involved with Shamrock Bar through LESS Enterprises since 2023. 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 financial planning and investment services delivered through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Brett Burbine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he works as a financial planner within Integrated Financial Group. 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 utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, while also engaging in affiliated trust and insurance services.

Ryan York is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Cadaret, Grant & Co., Inc., Pinnacle Investments, LLC, and Morgan Stanley. Outside of his advisory work, York teaches at Syracuse University and manages a tax preparation and accounting firm, York Capital, LLC. 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 financial planning and a range of investment programs through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kamille Sorber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time with its predecessor firm, AxA Advisors. Equitable Advisors serves individuals across a wide range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory platforms and proprietary tools.

Michael Kent is a financial advisor at LPL Financial in Syracuse, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2018, following prior roles at INVEST Financial Corporation and Community Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Ronald Gniazdowski is a financial advisor with LPL Enterprise, holding a Series 63 license and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Mutual of Omaha Investor Services. He is also involved with the New Buffalo Group, where he receives overrides from Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities. The firm primarily implements model-driven investment strategies and offers access to third-party asset managers, along with insurance and trust services through affiliated entities.

Jeffrey Baldigo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with firms including M&T Bank, CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Govendo is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Northwestern Mutual in various capacities. Outside of his advisory role, he is the owner of Elite Wealth Management Group, an advisory business focused on helping clients select appropriate managers and portfolios. OSAIC serves a wide range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and the use of third-party and proprietary strategies.

Deborah Griffith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked for Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. Griffith serves on the Board of Trustees for the Union Academy of Belleville, focusing on maintaining the institution’s historical integrity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Christopher Morgan is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Osher Tax and Wealth, and Cadaret Grant & Co., Inc. 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, and institutional platforms.