Dwight Winkelman III is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2005. He has held roles at both Ameriprise Financial Services, Inc. and Ameriprise, with a total tenure of 18 years at the firm. Dwight serves on the board of the Dwight Winkelman Foundation, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with their financial advisors.

Anthony Baeumler is a financial advisor with LPL Enterprise, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, UnitedHealthcare, and Mutual of Omaha. In addition to his advisory work, he has been involved in restaurant management at Outback Steakhouse for over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Julia Georges is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand what is important to them, helping develop strategies to pursue short-, mid-, and long-term financial goals. Julia provides guidance on general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Her experience includes expertise in areas such as LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Women and Wealth, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. Julia holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Binghamton University. Outside of her professional work, Julia has interests in adventure sports, cooking, hiking, music, running, skydiving, spending time with family, tennis, and traveling. She approaches financial advising with a focus on attentive listening, empathy, and transparency, providing clear communication and goals-based planning to help clients make confident financial decisions.

Peter Nicolini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Syracuse Orthopedic Special, Syracuse City Schools, and SUNY Upstate. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He previously worked at Prudential Equity Group, LLC for five years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, 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.

Matthew Soto is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has five years of industry experience. Prior to joining Equitable Advisors in 2021, he was a student at St. Lawrence University from 2016 to 2020. Equitable Advisors serves a broad client base including individual, institutional, and charitable clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Gary Anastasio is a financial advisor with Ameriprise in Syracuse, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Steven D'eredita is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to client risk profiles using a mix of in-house and third-party managers.

Frank Albanese is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and 41 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining RBC Capital Markets in 2016. Outside of his advisory role, Albanese serves on the boards of Tillie's Touch, a charitable foundation, and Manlius Pebble Hill School, a private educational institution in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning through a variety of advisory programs, utilizing both in-house and third-party investment managers.

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 previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Puma's outside activities include involvement with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of affiliated financial services.

Leyla Morgillo is a CFP® professional with 14 years of industry experience, currently serving as an advisor with LPL Financial. Her prior experience includes roles at Madison Financial Planning Group, Commonwealth Financial Network, and Lincoln Financial Advisors. She is also the secretary of the Kirkville Fire District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Nicole Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. She is a co-owner of Crossbridge Financial Group of CNY, where she dedicates her full professional time and has been involved since 2025. Prior to joining LPL Financial, she worked at several firms including Commonwealth Financial Network and Northwestern Mutual Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment approaches including model portfolios, third-party asset management, and customized strategies supported by advanced operational and research tools.

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 at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Sagepoint Financial, Cadaret, Grant & Co., and Guardian Life. He is also a senior partner at Squairs Planning Services, LLC, a financial planning firm based in Syracuse, NY. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Deepal Shah is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Shah owns and oversees operations at Elmwood Wine and Liquors and Meraki Holdings. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Samuel Conde is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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 the Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Outside of advising, he is involved in media through a radio, TV, and podcast venture called Sports Clicks and Politics and owns two local businesses, Charlees Ice Cream, Inc. and CNY Quick Quality Decks, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies on discretionary or non-discretionary bases.

Linda Brown is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Cadaret, Grant & Co., MassMutual, and Mmlisi. Outside of her advisory work, she teaches water aerobics as a fitness instructor at the YMCA in Baldwinsville, NY, and serves as a Notary Public for the State of New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated financial planning, custody, and brokerage services.