Gary Allen is a financial advisor at Merrill with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked with Merrill since 1976 and has been affiliated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Loomis is a financial advisor with Edward Jones in Cicero, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Mohamed Attia is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 63 designation and has worked with Prudential Insurance Company of America since 2013. His current role at LPL Enterprise began in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust-related services.

R. Rienhardt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and PFS Investments Inc. since 2006. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Daniel Adler is a financial advisor with LPL Enterprise in Syracuse, NY, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Adler is involved with CareValue, a Medicare Advantage-related business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Aaron Robertello is a financial advisor with Ameriprise in Liverpool, NY. He holds the Series 66 designation and has been with Ameriprise since 2025. His prior work history includes roles at SUNY Oswego, Onondaga Community College, and Liverpool High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Torrisi Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and employer-sponsored financial planning agreements.

Mark Hills is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Cambridge Investment Research Advisors, and Morgan Stanley. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Loiodice is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Key Investment Services, LLC and KEY BANK. She is a board member of Baltimore Woods Nature Center, an organization focused on environmental education and community engagement in central New York. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational infrastructure.

Vincent Capsello is a financial advisor at Ameriprise with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Capsello has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these recommendations, emphasizing managed accounts and algorithmic support in its approach.

Brian Turner is a financial advisor with Ameriprise in Cicero, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic tools overseen by a dedicated committee to generate recommendations.

Nicolette Fiermonte is a financial advisor at Stifel with 10 years at the firm and five years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a New York State Notary and notarizes client documents. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Tyler Merz is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley and has held roles at several other financial and non-financial firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and advisory solutions.

Gregory Wilt is a CFP® with 16 years of industry experience, currently affiliated with Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services and owns a CPA firm specializing in accounting and tax preparation. Outside of his advisory work, he owns and manages Kitschy Collective LLC, focusing on banking, accounting, and tax compliance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Alyssa Dosztan is a financial advisor with LPL Enterprise and holds a Series 66 designation, with two years of industry experience. She has worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC since 2024. Outside of her advisory role, Alyssa is employed as a Grants Manager at Grand Isle Supervisory Union and serves as executor for multiple family estates. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation through portfolios developed by its research department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Kevin Christopher is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and Prudential Insurance Company of America. Christopher also serves as Vice President at Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio options and utilizes various tools and third-party platforms to support client investment management.

Gary Rossi is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, also having a tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Brian Weinshenker is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63, 65, and 66 registrations and 14 years of industry experience. His career includes roles at PRUCO Securities, LLC and Prudential Insurance Company of America prior to joining J.P. Morgan in 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Terence Coholan is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 designations and offering 42 years of industry experience. His prior roles include positions at Commonwealth Financial, Cadaret, Grant & Co., Inc., and 1717 Capital Management Company. He is also involved with Financial Quest Retirement Plan Services, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers various investment programs and platforms supported by advanced operational and research tools.

Nichole La Chance is a financial advisor with Ameriprise in Jamesville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.