Dana Derrick is a financial advisor with Morgan Stanley in Skaneateles, NY, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Morgan Stanley in 2018, Derrick worked at Cadaret, Grant & Co., Inc. and the Bank of New York. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Chasity Jaynes is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and having 30 years of industry experience. She has worked at LPL Financial since 2018 and previously spent two years with INVEST Financial Corporation, Inc. Jaynes also provides administrative support to independent investment advisor firms, including OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Michael Pocyntyluk is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2017. Outside of his advisory work, he contributes as a Twitch streamer focused on video game content. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, insurance distribution, broker-dealer services, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Kevin Richardson is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked in various roles including at Delta Sonic Car Wash and in educational and community recreation positions. 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 uses a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizons.

David Walker is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. 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 various third-party programs. The firm operates a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage/insurance services.

Matthew Tarby is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked in various roles including at Carrols Corporation, Burger King, Panera Bread, and Golf Galaxy. He also attended Le Moyne College and spent several years at Bishop Grimes Jr/Sr High School. 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 numerous third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Gregory Ronneburger is a CFP® professional with 24 years of experience in financial advising, currently with Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Outside of advising, he serves on the Advisory Board for Le Moyne College Madden School of Business and owns MVP Performance Consulting, Inc. 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 operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client solutions.

Kurt D'angelo is a financial advisor with Equitable Advisors in Oswego, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AxA Advisors and spent fifteen years with the Oswego Central School District. He also serves as the Treasurer on the board of the Fulton Wrestling Club. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid advisory and brokerage model that includes access to third-party asset managers and LPL programs.

Paul Haschytz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over four decades prior to joining LPL Enterprise. He serves as a board member of the Caroga Evangelical Chapel, where he manages financial records and disburses payments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, leveraging a platform that integrates investment advice, third-party portfolio management, and product sales including insurance through affiliated entities.

Anthony Cerra is a financial advisor with LPL Enterprise, holding a Series 63 designation and possessing 10 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Syracuse, NY. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory services, and access to model portfolio programs, combining adviser platforms with brokerage and insurance products.

Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Outside of financial advising, she has experience in retail and service roles including at Fantastic Sams hair salon and Dunkin Donuts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Lukasz Pogon is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions with The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of his advisory work, he has part ownership in Wealthbridge Advisors LLC, which is used for administrative payroll purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products via an integrated platform.

Roberta Cifaratta is a financial advisor with Merrill in Syracuse, NY, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked at Merrill since 2007 and has been affiliated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients. The firm integrates strategic and tactical asset allocation with trading and custody support as part of the Bank of America group.

Andrew Ewanyk is a Series 66 licensed financial advisor with LPL Financial, based in Camillus, NY, and has 18 years of industry experience. Prior to joining LPL Financial in 2018, he worked at BNY Mellon from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management approaches.

Lauren Kenny is a financial advisor with Ameriprise in Baldwinsville, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she co-owns a real estate investment LLC with her husband. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Stefanie Peters is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial industry, she focuses on assisting individuals, families, and business owners in growing, protecting, and preserving their wealth through personalized strategies. Her approach emphasizes listening carefully to clients, developing tailored financial plans, and providing ongoing guidance to enable clients to make informed decisions with confidence. Stefanie’s expertise spans concentrated stock strategies, wealth management, portfolio evaluation, estate and financial planning, business succession planning, and retirement planning. Stefanie holds a Bachelor's Degree from the University of Delaware and the Personal Investment Advisor (PIA) designation. Her client focus areas include education and legacy planning, liquidity management, managing new wealth, retirement planning and income, tax minimization, and strategies for women and wealth. She is committed to building strong relationships through accessible, knowledgeable, and experienced service, helping clients navigate critical financial decisions. In addition to her professional responsibilities, Stefanie participates in community service activities, including volunteering with the West Side Campaign Against Hunger. Her personal interests include biking, cooking, dancing, football, golfing, ice hockey, spending time with family, traveling, watching movies, and practicing yoga.

David Vinciguerra is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. Vinciguerra is also president of JSD & Associates, Inc., a corporation through which he conducts securities business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions and uses firm-provided tools for portfolio construction and management across various asset classes.

Stephanie Ruffo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC, where she worked for 17 years. 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 a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to clients’ goals, risk tolerance, and time horizon.

Robert Cunningham is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Matthew Vitale is a financial advisor with LPL Enterprise, LLC, holding Series 65 and Series 63 registrations and two years of industry experience. He has worked at several firms including CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory role, Vitale is involved in non-variable insurance agency activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.