Herbert Hooley Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Becker Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and related entities, as well as having roles in education at West Genesee School District and SUNY Cortland. Outside of advisory roles, he has experience in the car wash industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, using both proprietary and third-party investment solutions.

Samantha Jebbett is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been working since 2015. She is part of a team of four advisors focused on financial planning to assist clients in achieving their financial goals throughout their careers and into retirement. Her expertise includes college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Samantha emphasizes personalized strategies tailored to each client's unique objectives and collaborates with CPAs and attorneys to provide comprehensive service. Samantha holds a Bachelor's Degree from Syracuse University and the Personal Investment Advisor (PIA) designation. Originally from Rochester, NY, she resides in Fairmount with her significant other and their two cats. Outside of work, she enjoys playing trivia in local restaurants, completing the New York Times Crossword, and weightlifting.

James Vavonese is a financial advisor with Mass Mutual Investors Services in Syracuse, NY. He holds the Series 63 designation and has 19 years of industry experience. He has been with MML Investors Services Inc and MassMutual Financial Group since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Jeremy Pyszczynski is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors, and offers a range of financial planning and consulting services.

Jack Aronson is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and in various other roles outside the financial sector. Aronson’s background includes involvement with the SFC Winchester Soccer Club and entrepreneurial activities such as Spruce Ridge Landscape & Gardening. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling to support client strategies, acting primarily in an advisory capacity.

Raad Mleiti is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held various positions including roles at the University at Buffalo, McDonald, Target, and in education at Cicero North-Syracuse High School and Gillette Road Middle School. Raad is also involved in a non-variable insurance agency as a financial professional. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Christopher Rheaume is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the sole member of two LLCs. Edward Jones is a wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and mutual funds.

Samuel Vasile is a financial advisor with RBC Capital Markets in Auburn, NY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Charles Shaw is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including prior tenure at AXA Advisors. He serves as Treasurer for the Knights of Columbus Home Corp in Auburn, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse clientele ranging from individuals to institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and emphasizes the use of third-party asset managers and program sponsors.

Luke Sciarrone is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anna Bristol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including its predecessor AxA Advisors, as well as CXTEC prior to that. She serves as a member of the Board of Directors for Liverpool Turkey Trot, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party managers, offering investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Johnson is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Beau Lapage is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at Broadview Federal Credit Union and several other organizations prior to joining LPL Financial. Lapage also holds a licensed relationship banker role at Broadview Federal Credit Union. 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 advisory services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supporting advisors with advanced tools and a broad non‑advisory financial services platform.

Patrick Buckley is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has been with Stifel since 2019. Prior to his career in finance, he spent seven years at Baker Street Bakery. Buckley serves on advancement and fundraising committees for the Mary Cariola Center and the Seneca Park Zoo, contributing to philanthropic and conservation efforts in the Rochester area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Michael Davirro is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network, ETFIdea, LLC, and Cadaret, Grant & Co., Inc. He is also a co-owner of Bowers & Company, CPAs PLLC, a CPA firm where he is involved in tax preparation and consulting. 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 portfolio programs, and institutional platforms, with investment strategies delivered by a large network of independent advisor representatives.

Nicholas Stam is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 credential and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Tismart. Outside of his advisory role, he serves as the Head Cross Country Coach at Manlius Pebble Hill School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm’s advisory services include both discretionary and non-discretionary strategies supported by research and technology tools.

Michael Wirtheim is a financial advisor at RBC Capital Markets with 24 years of industry experience, including 20 years at UBS Financial Services. He holds the Series 66 designation. Wirtheim serves as Board President for Enable, a nonprofit organization supporting people with disabilities in Syracuse. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a range of advisory programs that include portfolio management, financial planning, and brokerage services.

Mark Demo is a financial advisor with Stifel, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2018, following two years at Wells Fargo Clearing. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Hope Zuccaro is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has been affiliated with J.P. Morgan Securities since 2012 and JPMorgan Chase bank since 2011. Outside of her advisory role, she is an independent owner and distributor with Market America. 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 a range of brokerage and advisory solutions.