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Garry P
ChFC®, Series 63, Series 65
Syracuse, NY
Equitable Advisors
Garry Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, previously working at LPL Financial, Community BANK, and INVEST Financial Corporation. Payne serves on the Finance Committee and Board of Elmcrest Children Center and is a member of the Taishoff Center Advisory Council. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk profiles.
Brennen P
Series 66
Syracuse, NY
LPL Enterprise
Brennen Przybysz is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. He has also maintained roles with Prudential Insurance Company of America and Pruco Securities, LLC since 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by integrated platforms that combine adviser programs with financial product sales and collateralized lending options.
Darrick H
Series 66
Cicero, NY
LPL Enterprise
Darrick Hokanson is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in Medicare Advantage and Supplements sales through Golden Outlook / Essential Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Erin H
Series 66
Syracuse, NY
Equitable Advisors
Erin Hannan is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked in knit manufacturing and the fashion industry. Outside of her advisory role, she hosts a women’s networking group that organizes events to expand membership. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.
Noah M
Series 66
Syracuse, NY
LPL Enterprise
Noah Mather is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at PRUCO Securities, LLC, Texas Roadhouse, and various other positions including part-time employment as an Instacart shopper. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes insurance products and collateralized lending services.
James C
Series 63, Series 65
Syracuse, NY
Equitable Advisors
James Coppola is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors during the same period. Equitable Advisors serves individual investors across a broad spectrum, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Christian T
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Christian Tague is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at OSAIC and Securities America, Inc. He is also involved with Song View Financial, a DBA under Equitable associated with Peter Tague. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.
John N
Series 66
Liverpool, NY
Ameriprise
John Naprawa is a Series 66-licensed financial advisor with Ameriprise in Liverpool, NY, and has four years of industry experience. His prior work includes roles at St. Joseph's Health, MacKenzie-Childs, and Cedarville University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Donald S
Series 63, Series 65
North Syracuse, NY
LPL Enterprise
Donald Storey III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2011 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through both advisory and brokerage channels. The firm combines advisory programs with brokerage and insurance product sales on an integrated platform.
Michael B
Series 65, Series 63
E Syracuse, NY
Primerica Advisors
Michael Bland is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006 and has also worked at KONE Inc since 2014. Primerica Advisors sponsors and manages a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model recommendations created by unaffiliated asset managers.
James C
Series 63, Series 66
Syracuse, NY
LPL Financial
James Currier is a financial advisor with LPL Financial based in Syracuse, NY. He holds Series 63 and Series 66 licenses and has nine years of industry experience with previous roles at MassMutual Life Insurance Company, Affinity BST Advisors, Goldman Sachs & Co. LLC, The Ayco Company/Mercer Allied, Cambridge Investment Research, and Lincoln Financial Advisors Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Matthew H
Series 66
Syracuse, NY
LPL Enterprise
Matthew Healy is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, combining its own research and model portfolios with third-party asset management programs and a range of financial products.
John M
Series 63, Series 65
Syracuse, NY
Equitable Advisors
John Muckenfuss is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2023. His prior experience includes roles outside the financial industry, such as positions at Rescuecom and Tops Grocery Store. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed platforms.
Zachary A
Series 63
Liverpool, NY
LPL Enterprise
Zachary Adams is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has experience outside finance with CHEP recycled pallet solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to a wide range of brokerage and insurance products through an integrated platform.
Samuel B
Series 63, Series 65
East Syracuse, NY
Cambridge Investment Research Advisors
Samuel Bianchi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Ibn Financial Services, Inc. for 15 years before joining Cambridge Investment Research Advisors in 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple custody and platform arrangements.
Demetri P
Series 66
Syracuse, NY
Equitable Advisors
Demetri Pappa is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to his financial advisory role, he served in the United States Army from 2021 to 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels.
David M
CFP®, Series 63, Series 65
Syracuse, NY
LPL Enterprise
David Martin is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Martin also provides financial planning services through Waypoint Partners, a business he operates alongside his advisory work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products within an integrated platform.
Jon L
CFP®, ChFC®, Series 63
Liverpool, NY
LPL Financial
Jon Law is a CFP® and ChFC® with 46 years of industry experience. He currently works at LPL Financial and previously held positions at Cadaret, Grant & Co., Inc. and Mutual of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of management approaches and access to model portfolios and research.
Darryl F
Series 63, Series 65
East Syracuse, NY
LPL Financial
Darryl Fiasconaro is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF and Tiaa for 19 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Brian S
Series 66
East Syracuse, NY
Edward Jones
Brian Stinson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Rapid Response Monitoring for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.
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