Christopher Donahue is a Series 66-credentialed financial advisor with 21 years of experience, currently with Equitable Advisors in Syracuse, NY. He has been with Equitable Advisors since 2004 and was also associated with Axa Advisors, LLC from 2004 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a large network of Investment Adviser Representatives.

Mac Mott is a Financial Advisor with Merrill Lynch Wealth Management based in downtown Chicago. He works with individuals and families to organize and plan for various aspects of their financial lives, focusing on aligning financial strategies with clients’ personal perspectives and priorities. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment finance, tax minimization, and retirement income. Mac holds a Bachelor's Degree from the University of Dayton and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mac grew up in Syracuse, New York before attending the University of Dayton. He has lived in Chicago for over three years and considers it home. Outside of work, he enjoys adventure sports, baseball, basketball, chess, football, golfing, pickleball, soccer, spending time with his family, and traveling. His approach centers on helping clients uncover what matters most to them to create strategies that pursue their financial goals.

Brett Vanantwerp is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is the owner of Cocojama LLC, through which he provides Medicare-related advice, and also owns Income Tax Professionals LLC, a tax preparation and accounting service. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and financial planning resources.

Sean Becker is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services since 2013, with additional roles at Berkshire Hathaway Holdings LLC and Horan Financial Services. Becker serves on several community boards, including the Baldwinsville Rotary Foundation and the Baldwinsville Marching Band Booster Club, and is involved in local networking and insurance businesses. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, serving over 800,000 clients with more than $256 billion in assets under management.

Matthew Reilley is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes multiple roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience at Robinhood Markets, Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Iris Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm’s financial planning approach incorporates structured discovery conversations and firm-approved tools to develop tailored plans, serving a broad client base with approximately $2.74 trillion in assets under management.

Bridget Macko is a financial advisor at Wells Fargo Advisors in Syracuse, NY, with three years of industry experience. She holds a Series 66 license and has worked at Wells Fargo Advisors since 2021. Outside of advising, she is involved in bookkeeping for a local home building and remodeling business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Alexandra Carbone is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Ascent Wealth Partners and multiple academic appointments. Outside of finance, she has worked at Harley Davidson of Utica and The Fitness Mill. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Michelle Kendall is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her work history includes roles at Cadaret, Grant & Co., Inc., Grove Point Investments, and LPL Financial. 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 large network of investment adviser representatives.

Robin Roberts is a CFP® with 26 years of experience, currently serving at Raymond James Financial and Planned Results, Inc. He has held various roles since 1998, including financial advisor and operations manager at Planned Results, Inc. Outside of his advisory duties, Roberts is also a licensed life insurance agent and operates a personal income tax preparation service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting offerings.

Avis Hill is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Brett Burbine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he works as a financial planner within Integrated Financial Group. 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 entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, while also engaging in affiliated trust and insurance services.

Ryan York is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Cadaret, Grant & Co., Inc., Pinnacle Investments, LLC, and Morgan Stanley. Outside of his advisory work, York teaches at Syracuse University and manages a tax preparation and accounting firm, York Capital, LLC. 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 and a range of investment programs through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Kamille Sorber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time with its predecessor firm, AxA Advisors. Equitable Advisors serves individuals across a wide range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory platforms and proprietary tools.

Patricia Black is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee of the Syracuse Diocesan Investment Fund and is a board member of Crouse Health Systems, including participation on the hospital’s pension and compliance subcommittees. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers financial planning through structured processes and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Michael Kent is a financial advisor at LPL Financial in Syracuse, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2018, following prior roles at INVEST Financial Corporation and Community Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Ronald Gniazdowski is a financial advisor with LPL Enterprise, holding a Series 63 license and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Mutual of Omaha Investor Services. He is also involved with the New Buffalo Group, where he receives overrides from Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities. The firm primarily implements model-driven investment strategies and offers access to third-party asset managers, along with insurance and trust services through affiliated entities.

Jeffrey Baldigo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with firms including M&T Bank, CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Govendo is a financial advisor with OSAIC and holds a Series 63 designation. He has 11 years of industry experience, having previously worked at Securities America Advisors and Northwestern Mutual. He is also the owner of Elite Wealth Management Group LLC, which provides advisory services to help clients select managers and portfolios aligned with their financial goals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.