Hannah Lupole is a financial advisor with LPL Financial holding a Series 66 designation. She has nine years of experience at Marathon Financial Advisors and has held roles at Cadaret Grant & Co., Inc. and LPL Financial LLC. Outside of finance, she has worked at Dewitt Animal Hospital, Barnes & Noble, and Bruegger's Bagels. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management and access to research and model portfolios.

Dominick Sageer is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and 37 years of industry experience. He has worked with LPL Financial since 2004 and previously has been associated with Community BANK since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Mary O'Malley is a CFP® professional affiliated with LPL Enterprise, with 11 years of industry experience. She previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. Mary serves as a board member of the Cazenovia Lion Club Foundation, a nonprofit organization based in Cazenovia, NY. LPL Enterprise, LLC 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, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Michael Fasulo Jr. is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006 following his tenure at Axa Advisors, LLC. Outside of his advisory role, he is an owner of BAMFFH, LLC, a business based in Manlius, NY. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Daniel Hennigan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in a gaming business and manages rental properties, including one operated via Airbnb. 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 solutions grounded in modern portfolio theory.

Cameron Hovater is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Fastenal, Keuka College, and Kless Myers Golf Management, among others. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed third-party managers.

Tiffany Hoff is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with MML Investors Services LLC since 2017 and was previously with MSI Financial Services, Inc. from 2012 to 2017. Hoff has also been affiliated with Mass Mutual Life Insurance Company since 2012. MassMutual’s subsidiary, MML Investors Services, LLC, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing collaborative financial planning using advanced analytical tools and also conducts educational seminars.

Marion Whitfield is a financial advisor with LPL Enterprise, holding a Series 63 designation and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Whitfield worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to advisory work, Whitfield is licensed as an agent for life and health insurance products. 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 various investment and insurance products through an integrated platform that combines advisory programs with active sales of financial products.

Solomon Massey is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held multiple roles within the financial and insurance sectors, including ownership of Massey Doctors Insurance Specialists and the Solomon Massey Insurance Agency. His activities extend to fixed insurance product sales and life settlements. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform with discretionary and non-discretionary authority across various program structures.

Alexander Thrasher is a financial advisor at Equitable Advisors in Syracuse, NY. He holds the Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at VC Lawn and Snow, Mirabito Energy Products, and the Skip Barber Racing School. 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, utilizing LPL and multiple third-party asset managers to tailor services based on client goals and risk tolerance.

Kimberly Miller is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked previously with Cetera Investment Services and Seneca Federal Savings & Loan Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Thomas Bezigian is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 16 years with IC Advisory Services, Inc and The Investment Center, Inc. Outside of his advisory role, he serves as an adjunct professor in plastics engineering. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and technology solutions.

Michael Steele is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Solvay Bank and has a background that includes roles at Binghamton University, Apex Entertainment, and Christian Brothers Academy. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, 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, utilizing LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Michael Kruszona is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. He is also involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Matthew Smith is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to entering the financial advisory field, he held roles at Uber, Turo, and several other companies in varied industries. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

Randal Worden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2025 and has operated his own firm, Randal C. Worden, Inc., since 2005. He is also involved with Premier Financial Solutions, where he has served since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors to provide discretionary and non-discretionary management options.

Lisa Miller is a financial advisor at Equitable Advisors with 23 years of industry experience. She has worked at Equitable Advisors since 2009 and previously was affiliated with Axa Advisors. Outside of her advisory role, she is a Certified Divorce Financial Analyst involved with Integrative Mediation NY and CNY Collaborative Practice and serves as an Executive of Estate Parent. 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 advisory and brokerage channels tailored to client goals and risk tolerance.

Daniel Harney is a financial advisor with LPL Enterprise based in Syracuse, NY. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1993 onward. 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 model portfolios and third-party asset management programs, integrating adviser programs with brokerage and insurance products.

Tina Solomon is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding a Series 63 designation and 16 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2009. Her business activities include selling investment-related products and providing 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. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodians.

Christopher Assimon is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at New York Air Brake Corporation. He is also connected to Dusckas Advisory Group and Assimon Advisory Group LLC. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.