Michael Coomes Jr. is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Quest Financial Services and Cadaret, Grant & Co., Inc. for 22 years and spent one year with Equitable Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Alfred Merchant is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 20 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved as an owner in a maritime business and participates in a boat racing LLC. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Kathleen Musial is a financial advisor at Merrill with Series 63 and Series 66 credentials and 42 years of industry experience. She has been with Merrill since 1981 and with Merrill Lynch since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rose Neill is a financial advisor currently serving at Merrill Lynch Wealth Management. She holds the position of FSA - Merrill, where she focuses on helping clients develop strategies to pursue their financial goals. Rose has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), which support her expertise in retirement planning and investment advising. She completed her high school education at Pinnacle Charter High School. Her approach centers on uncovering what matters most to clients and their families to tailor financial strategies accordingly.

Corey King is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Lincoln Financial Advisors, and Equitable Advisors. Outside of advisory roles, he serves as a servicing agent on outside life insurance contracts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers financial planning, access to external asset managers, and a Model Wealth Portfolios wrap program.

Bruce Deppoliti is a CFP® with 33 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He also operates as a financial planner under TMRW Financial Group. LPL Enterprise, LLC 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 portfolios developed by LPL’s Research Department and other strategists.

Dean Wallace is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Linda Kessler is a financial advisor at LPL Enterprise with 37 years of industry experience. She holds the Series 63 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 1989. 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 primarily uses model-driven investment implementation with access to third-party asset managers and offers financial planning, trustee services, and insurance products through affiliated entities.

Elisa Jones is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 66 license and 19 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through employer-sponsored agreements.

Michael Massoud is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL since 2015 and also maintains ongoing roles with Master Planners & Associates and Massound Financial Services. Outside of his advisory work, he is an agent offering life insurance, fixed annuities, disability, and long-term care products. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Kenneth Maag is a CFP® and Series 66-licensed financial advisor with Edward Jones in Liverpool, NY, where he has worked for 11 years. Prior to joining Edward Jones in 2015, no other firms are listed. He co-owns a second home rental property in Manteo, NC, managed by an outside agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Monk is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., United Financial Services, and KeyBanc Capital Markets Inc. She is involved in a business entity called Hollywood & Little B, which is not investment related. 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 access to third-party asset management, utilizing a mix of model portfolios, subadvisors, and customized strategies.

James Harris is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market outlook models.

Ronald Pratt Jr. is a financial advisor with LPL Financial, holding a Series 63 license and eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and United Financial Services. Outside of his advisory role, he owns Team Pratt Racing, a non-investment related business. 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 portfolios, third-party asset management, and institutional platforms.

Chasity Jaynes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at LPL Financial since 2018 and has concurrent experience at Community Bank since 2016. Jaynes also provides administrative support to independent investment advisory firms OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of advisors.

Michael Pocyntyluk is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor entities since 2017. Outside of his financial advisory work, he streams video game content on Twitch. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Kevin Richardson is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked since 2022. He has three years of industry experience and previously held roles at Delta Sonic Car Wash, Cazenovia College, and the Village of East Syracuse Parks and Recreation. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

David Walker is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Equitable Advisors since 1999, including its prior incarnation as AXA Advisors, LLC. Equitable Advisors serves a broad 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 representatives, utilizing both proprietary and third-party investment solutions.

Matthew Tarby is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, bringing two years of industry experience. Before joining Equitable Advisors, he held various roles across retail and service industries and attended Le Moyne College. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs utilizing both proprietary and third-party solutions.