Samuel Vasile is a financial advisor with RBC Capital Markets in Auburn, NY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Charles Shaw is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including prior tenure at AXA Advisors. He serves as Treasurer for the Knights of Columbus Home Corp in Auburn, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse clientele ranging from individuals to institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and emphasizes the use of third-party asset managers and program sponsors.

Luke Sciarrone is a financial advisor at LPL Enterprise with 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, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anna Bristol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including its predecessor AxA Advisors, as well as CXTEC prior to that. She serves as a member of the Board of Directors for Liverpool Turkey Trot, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party managers, offering investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Beau Lapage is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at Broadview Federal Credit Union and several other organizations prior to joining LPL Financial. Lapage also holds a licensed relationship banker role at Broadview Federal Credit Union. 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 advisory services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supporting advisors with advanced tools and a broad non‑advisory financial services platform.

Patrick Buckley is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has been with Stifel since 2019. Prior to his career in finance, he spent seven years at Baker Street Bakery. Buckley serves on advancement and fundraising committees for the Mary Cariola Center and the Seneca Park Zoo, contributing to philanthropic and conservation efforts in the Rochester area. 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 is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Michael Davirro is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network, ETFIdea, LLC, and Cadaret, Grant & Co., Inc. He is also a co-owner of Bowers & Company, CPAs PLLC, a CPA firm where he is involved in tax preparation and consulting. 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 services including financial planning, model portfolio programs, and institutional platforms, with investment strategies delivered by a large network of independent advisor representatives.

Nicholas Stam is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 credential and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Tismart. Outside of his advisory role, he serves as the Head Cross Country Coach at Manlius Pebble Hill School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm’s advisory services include both discretionary and non-discretionary strategies supported by research and technology tools.

Hope Zuccaro is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has been affiliated with J.P. Morgan Securities since 2012 and JPMorgan Chase bank since 2011. Outside of her advisory role, she is an independent owner and distributor with Market America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Michael Leone is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, and is involved in several property management ventures as a minority owner and member of multiple limited liability companies. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through both firm-offered and third-party programs. The firm’s advisory approach includes risk assessment and matching clients to program models or discretionary managers, utilizing mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

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.

Thomas Baker is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as an advisor at LPL Financial and has previously worked with firms including Salt City Financial Advisors, Commonwealth Financial Network, PBJ Wealth Management, and Wells Fargo Advisors Financial Network LLC. Baker is also the owner of Thomas F. Baker Services, LLC, a private entity established to facilitate securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of investment adviser representatives who utilize various investment strategies and tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Bruce Deppoliti is a CFP® with 33 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Deppoliti also operates as a financial planner under the DBA TMRW Financial Group. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a large network of investment adviser representatives. The firm primarily employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance products.

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 Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Clearing for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment modeling.

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.