Kenneth Souser III is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2020, following nine years at Janney Montgomery Scott. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Conway Porter III is a financial advisor with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities, The Empire Wealth Agency, and Princor Financial Services. In addition to advising, he operates Conway Porter, C.P.A., P.C., providing tax preparation and accounting services. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Christopher Fragnito is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Pine Grove Health and Country Club and LeMoyne College. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Matthew Turner is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including prior tenure at AxA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

Joseph Dimora is a financial advisor with Equitable Advisors in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and also worked at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved in insurance brokerage activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Michael Maloney is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America NA. He serves as a board member for St. John Vianney Catholic Community School, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that combines advisory services with brokerage and insurance products.

Louis Tabone is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities, Inc. for 13 years. His career also includes longstanding experience with Agway, Inc. since 1983. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to client goals.

Kristen Parrow is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at AmeriCU Credit Union, KeyBank, and Axa Advisors, LLC. She is also associated with Wilmington Advisors @ M&T as part of her LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Paul Carr is a financial advisor at LPL Financial with a Series 66 credential and six years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and has a teaching background with East Syracuse Minoa Central Schools. In addition to his advisory role, he is involved in tax preparation and accounting services through multiple related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources.

Geoffrey Irving is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2019 and has prior experience with Axa Advisors and Axa Equitable. Outside of his advisory work, he is a partner and President of Operations at American Made Games Inc., a company that manufactures wooden lawn games. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

Caitlin Campbell is a financial advisor at Morgan Stanley in Syracuse, NY, with 10 years of industry experience. She has been with Morgan Stanley since 2018 and previously spent six years as a stay-at-home parent. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Anita Savage is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1991. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Silfer is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior experience at the Office of the Comptroller of the Currency and SUNY Oswego. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Michael Stanton Jr. is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of finance, he serves as a driver representative for his family-owned racing team, engaging with sponsors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

J Pluff is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, Pluff serves on the boards of the Upstate Medical University Foundation and the Everson Museum of Art, and he is a broadcast host for local television programs on WSYT-Fox 68 and WCNY-PBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.

Heather Sullivan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with JDS Telecom LLC and Pfs University. Outside of her advisory role, she receives compensation for referrals related to home security, automation products, and other home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure, focusing on curated portfolio models rather than institutional plan management.

Francis Mazzilli is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Empower Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options.

David Schnall is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. Outside of his advisory role, Schnall is involved in instructing skiing and snowboarding to children and adults. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates advisory programs with financial products and insurance services through affiliated entities.

Raymond Patraw is a financial advisor with Stifel in Dewitt, NY, holding Series 65 and Series 66 licenses and having 21 years of industry experience. He has worked at Stifel Nicolaus since 2018, and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michele Backes is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2014 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.