Gary Allen is a financial advisor at Merrill with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked with Merrill since 1976 and has been affiliated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mohamed Attia is a financial advisor with LPL Enterprise based in Dewitt, NY, holding a Series 63 designation and with 13 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. His outside business activities include involvement with Prudential-sponsored non-variable insurance. 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, model portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

R. Rienhardt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and PFS Investments Inc. since 2006. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Daniel Adler is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Enterprise in Syracuse, NY. He has worked at Prudential Insurance Company of America and its affiliated entities since 2014. Outside his advisory role, he is involved with CareValue, a Medicare Advantage insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Paul Torrisi Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and employer-sponsored financial planning agreements.

Amanda Loiodice is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Key Investment Services, LLC and KEY BANK. She is a board member of Baltimore Woods Nature Center, an organization focused on environmental education and community engagement in central New York. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational infrastructure.

Vincent Capsello is a financial advisor at Ameriprise with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Capsello has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these recommendations, emphasizing managed accounts and algorithmic support in its approach.

Brian Turner is a financial advisor with Ameriprise in Cicero, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic tools overseen by a dedicated committee to generate recommendations.

Nicolette Fiermonte is a financial advisor at Stifel with 10 years at the firm and five years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a New York State Notary and notarizes client documents. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Tyler Merz is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley and has held roles at several other financial and non-financial firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and advisory solutions.

Alyssa Dosztan is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. She has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she works as a Grants Manager for the Grand Isle Supervisory Union and serves as an executor for multiple estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management arrangements through an integrated platform.

Kevin Christopher is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and Prudential Insurance Company of America. Christopher also serves as Vice President at Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio options and utilizes various tools and third-party platforms to support client investment management.

Gary Rossi is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, also having a tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Nichole La Chance is a financial advisor with Ameriprise in Jamesville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Elizabeth Butler is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where she has worked since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Justin Paterson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mutual of Omaha, and self-employment. He is involved with New Buffalo Group, focusing on Medicare sales and service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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 within an integrated platform.

Sheri Tuttle is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Saab, Inc., SRC, Inc., and The Salvation Army Empire State Division. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

David Canino is a financial advisor at Equitable Advisors with 50 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, he serves as a board member and officer for the Fellowship of Christian Athletes at Syracuse University and is a minister at New Testament Church in Jamesville, NY. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and emphasizes solutions through program sponsors and third-party managers.

Tess Segal is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Asset Management since 2016. Outside of her advisory role, she serves as president of the Logan Building Condominium Association in Skaneateles, New York, where she is also an owner and manages a rental unit within the association's guidelines. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Hatfield is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at INVEST Financial Corp. and Community Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.