Lisa Vanzandt is a financial advisor at Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2003. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Joshua Janack is a financial advisor with Morgan Stanley in Syracuse, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Le Moyne College and Burnt Hills-Ballston Lake High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Zoli is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 12 years and Osaic FA, Inc. for two years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

David Colbert is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. He has a diverse work background including roles at Onondaga County, CDM Smith, Miracorp, and White & Reader Associates. Outside of financial advising, he owns Image Crafter Professional Photography and operates Cole Bear Inc., a storefront business selling CBD and other health-related products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm manages approximately $15.5 billion in assets through model-driven investment strategies and supports advisory services via a large network of financial advisors.

Adam Dake is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and six years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and is also involved as a part-time volleyball coach with Pace Bootlegger. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Edward Tucker is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY. He has one year of industry experience and previously worked at Novelis for nine years and GDI for one year. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ibrahim Elmekkawy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked in supervisory roles at Main Event Entertainment and Funtopia, and also has experience in education at Metea High School and Hill Middle School. He currently serves as a supervisor at Main Event Entertainment. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities financial services through affiliated entities.

Evan Pace is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Optomi LLC, RadNet, and Rochester Institute of Technology. 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 organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Carmen Chirico is a financial advisor at Equitable Advisors with one year of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, Carmen worked at Pinnacle Investments and has been involved with Two Trees Cicero, a pizza restaurant, where they worked as a delivery driver and cook. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party partnerships.

George Christie Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2015. Outside of his advisory role, he is also an agent for New York Long Term Care Brokers Ltd. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Timothy Fortner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as a trustee for his parents. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Souser III is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, he worked at Janney Montgomery Scott for nine years and Key Investment Services LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dominic Fiorello is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cadaret, Grant & Co., Inc., Anthony Falso Agency, and AllState Insurance Company. Outside of his advisory role, he works as a manual laborer in North Syracuse, NY. 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, utilizing various investment strategies and technology tools across a broad network of advisors.

Conway Porter III is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, The Empire Wealth Agency, LLC, and Princor Financial Services Corp. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a large network of investment adviser representatives.

Christopher Fragnito is a financial advisor at Equitable Advisors in Syracuse, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pine Grove Health and Country Club and LeMoyne College. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Turner is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor, AxA Advisors. Equitable Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver customized investment solutions.

Joseph Dimora is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of advisors and third-party managers, with a focus on personalized risk assessment and matching clients to appropriate investment models.

Michael Maloney is a financial advisor at LPL Enterprise with eight years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America. He serves as a board member for the St. John Vianney School Board of Trustees, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kristen Parrow is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. She has previously worked with firms including AmeriCU Credit Union, KeyBank, and Axa Advisors, LLC. She is also associated with Wilmington Advisors @ M&T, a DBA related to her LPL Financial business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and proprietary research tools.

Robert Bunn is a financial advisor at LPL Financial in Syracuse, NY, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for two years and spent 18 years at BNY Mellon. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.