Randy Corl Sr. is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at Lockheed Martin, Driver's Village, and PFS Investments Inc., among others. He is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

John Cavanaugh is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Matthew Soto is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to this, he was a student at St. Lawrence University for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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, operating as both an SEC-registered investment adviser and broker-dealer.

Frank Albanese is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the boards of Tillie's Touch, a charitable foundation, and Manlius Pebble Hill School, a private educational institution. RBC Wealth Management provides services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging both in-house and third-party investment resources.

Daniel Puma is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. His other business activities include associations with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.

Kip Hoag is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, and Allstate Insurance Company. Outside of advising, he is a producing Property & Casualty insurance agent and is involved with a voluntary benefits company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, managed portfolio options, and access to a range of investment and insurance products via an integrated platform.

David Crapser is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Mark Squairs is a financial advisor with OSAIC in Syracuse, NY, holding a Series 63 designation and over 41 years of industry experience. His career includes long tenures at Guardian Life and roles at Sagepoint Financial, Cadaret, Grant & Co., and Park Avenue Securities. He is a senior partner at Squairs Planning Services, LLC, where he provides financial planning services. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to tailor portfolios that include a range of securities and alternative investments.

Scott Johnston is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Johnston serves as the treasurer for the Syracuse Executives Association private foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques.

Benjamin Hussong is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cadaret Grant & Co., Inc., Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Outside of his advisory role, he is involved in media through a radio, TV, and podcast venture called Sports Clicks and Politics and owns two businesses, Charlees Ice Cream, Inc. and CNY Quick Quality Decks, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Charles Pike is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, with a career spanning over three decades, and has operated his own accounting and tax preparation practice since 1979. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Herbert Hooley Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Becker Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked previously in education and service roles, including positions at West Genesee School District and Delta Sonic Car Wash. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Samantha Jebbett is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. She works on a team of four advisors, focusing on comprehensive financial planning aimed at helping clients achieve their financial goals both during their careers and in retirement. Samantha's approach emphasizes understanding clients' unique situations to develop personalized strategies that address retirement income, tax minimization, and family wealth management. With expertise in areas including college education planning, personal retirement planning, and managing wealth for women, Samantha strives to guide clients through the complexities of investing and retirement planning. She collaborates closely with CPAs and attorneys to provide integrated support tailored to clients' long-term objectives. Her mission includes helping clients navigate the challenges of longer retirements and rising healthcare costs to secure the retirement they have planned for. Originally from Rochester, NY, Samantha earned her Bachelor's Degree from Syracuse University and has resided in Syracuse since. Outside of her professional role, she enjoys activities such as playing trivia, completing the New York Times Crossword, lifting weights, cooking, hiking, reading, rock climbing, spending time with family, and traveling. Samantha holds the Personal Investment Advisor (PIA) designation.

James Vavonese is a financial advisor with MassMutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 18 years of industry experience. He has been with MML Investors Services Inc and MassMutual Financial Group since 2009. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using client information and firm-approved tools to deliver ongoing, collaborative financial advice.

James Marshall is a financial advisor with LPL Financial based in Jamesville, NY, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes positions at M&T Bank and New York Life Insurance Company and its subsidiaries. He is associated with Wilmington Advisors at M&T, an entity involved in his LPL business. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management approaches.

Jeremy Pyszczynski is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC 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, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Jack Aronson is a financial advisor at Morgan Stanley in Syracuse, NY, holding Series 66 and Series 63 licenses with one year of industry experience. His prior experience includes roles at Fidelity Investments and various other positions outside the financial sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes firm-approved tools and methodologies, with a broad range of financial products and services available.

Christopher Rheaume is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the sole member of two LLCs. Edward Jones is a wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and mutual funds.

Samuel Vasile is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.