James Diblasi is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of Multiple Sclerosis Resources of Central New York, a charity focused on providing support for individuals with multiple sclerosis. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm's investment approach involves proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

John Davies is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Jones is a CFP® professional affiliated with Edward Jones in East Syracuse, NY, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides 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.

Colette Powers is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for UBS Financial Services for 13 years before joining RBC in 2025. Powers serves on the boards of several nonprofit organizations focused on women’s business development and community support. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and portfolio management services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored strategies using a combination of in-house and third-party investment managers and provides a range of program structures and investment options.

Alexander Hawthorne is a financial advisor with Ameriprise in Oneida, NY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at United Parcel Service, Nicky Doodles, and Oneida City Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, primarily focusing on assets held in Ameriprise-managed accounts.

Wayne Randall Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Kevin James is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he collects, repairs, and occasionally resells vintage watches as a hobby. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Will is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at City National Bank since 2016, alongside his tenure at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

Daniel Michel is a financial advisor with Osaic Wealth, Inc. He holds a Series 63 designation and has 26 years of industry experience. His prior roles include positions at MassMutual, Metlife Securities, and Securities America. Outside of advisory work, he serves as General Manager of Futurity First Insurance Group and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services supported by various investment tools, third-party managers, and unified managed accounts.

David Lamson is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has worked with Avantax Advisory Services, Avantax Investment Services, and currently operates Lamson Tax & Accounting Services, which he founded and has run for over 25 years. Outside of advisory work, he is involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering various portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Elizabeth Moynihan is a financial advisor at RBC Capital Markets with four years of industry experience. She previously worked at UBS Financial Services for six years and was employed with the YMCA of Greater Syracuse for eighteen years. Outside of finance, she owns and operates Borne Photography, specializing in wedding, engagement, and family photography. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers customizable advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Dianne Angelo is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Edward Jones Investments. Outside of her advisory role, she assists with event and wedding planning as an event coordinating assistant. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Christopher Farrell is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has worked at Cadaretgrant and Integrated Planning Services, the latter of which he continues to be associated with alongside his current role at LPL. Outside of his advisory duties, he is involved with a family-related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors utilizing diverse strategies and technology-supported research tools.

William Squairs is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 39 years of industry experience. He has a long tenure at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, dating back to 1987. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brian Barlow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michael Hopkins is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon.com for seven years and at Syracuse University for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices across the United States.

Mark Saya is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Briarwood Wealth Management, Key Investment Services LLC, and KeyBanc Capital Markets Inc. In addition to his advisory work, he serves as a tax preparer at Meridian Tax Service. 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 through a broad network of investment adviser representatives. The firm offers a range of services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

William Decker is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cadaret, Grant & Co. Inc. and Briarwood Wealth Management. Outside of his advisory role, he serves as a non-variable insurance agent at Meridian Wealth Management. 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.

Katherine Schmid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her work background includes roles at Primerica Financial Services, On Point For College, and Erie Materials. Outside of finance, she owns The Soulful Abode, a craft business through which she creates and sells handmade items at craft events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while providing custody and trade execution through Pershing and Primerica Brokerage Services.

Joseph Nestler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior firms include Cadaret Grant & Co., Inc., Pruco Securities, and MCC Financial Services. He is also a notary and acts in a fiduciary capacity for the John Nestler & Mary Nestler Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.