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.

Sharon Charles is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. She holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Michael Jim is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63, 65, and 66 licenses and 33 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 less than one year of industry experience. Prior to joining LPL Enterprise, she worked briefly at Prudential and has experience in educational roles at California State University Sacramento and Sacramento New Technology High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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. His career includes roles at Empower Federal Credit Union and CUSO Financial Services, LP. Weeks serves on the Planned Giving Advisory Council for Unity House, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

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 with LPL Enterprise holding a Series 63 designation and over 32 years of industry experience. He has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Lifemark Securities Corp. Outside of his advisory role, he serves as a sports official for soccer and basketball and holds a legislative position in Tioga County. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers access to third-party asset managers and insurance products.

Daniel Duffy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., Solvay Bank, Cadaret, Grant & Co., LPL Financial, and Wells Fargo Clearing. He also has an insurance business involving life, accident, health, and annuities products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and a wrap program.

Ryan Matousek is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Key Bank, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s approach is model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and various non-securities products and services.

Jessica Myers is a financial advisor with Ameriprise in Liverpool, NY, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

James Amuso is a financial advisor with LPL Enterprise holding a Series 63 designation and 8 years of industry experience. Before joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2018 to 2024. Prior to his career in finance, he spent over two decades at Turning Stone Resort and Casino. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

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 at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services. Outside of financial services, she has held roles in education and hospitality, including work with Le Moyne College Admissions and the Best Western Astoria Bayfront Hotel. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party investment models and managers.