Uri Doolittle is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include seven years at Triad Hybrid Solutions and Triad Advisors, Inc. He is also involved with U5 Holding Company LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.

Jessica Myers is a financial advisor with Ameriprise in Liverpool, NY, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

James Amuso is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent over two decades at Turning Stone Resort and Casino. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs.

Tamela Fabiano is a financial advisor with Primerica Advisors in E Syracuse, NY, holding a Series 63 designation and 14 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of her advisory role, she is involved with Father Champlin's Guardian Angel Society. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing oversight of its investment offerings.

Mauro Bottoni is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. Prior to joining Cetera in 2025, he spent 10 years with Avantax Advisory Services and Avantax Investment Services. He is also president of Mario Bottoni, CPA, PC, where he has provided accounting, payroll, bookkeeping, and tax preparation services since 2005. Outside of his advisory role, Bottoni serves as CEO of Accu-Pay Payroll & Bookkeeping Services and is a board member and treasurer of the nonprofit Bascol, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services on a multi-manager platform, providing advisors access to model portfolios, third-party managers, and customizable strategies.

Katherine Anthis is a Series 66-licensed financial advisor with Ameriprise, based in Jamesville, NY, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves on the Board of Directors and as Board Secretary for Liberty Resources. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a specialized retirement-income planning service designed for clients with substantial investable assets, utilizing research-driven, algorithm-supported recommendations tailored in partnership with advisors.

Ann Heyen is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation. She has one year of industry experience, including prior work at Raymond James Financial Services. Outside of finance, she has held various roles in education and hospitality. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Margo Wilkinson is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Philip Dean is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Tonia Green is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and seven years of industry experience. Her work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Walcyk Financial Services. Outside of her advisory work, she is co-owner of Green Acres' Performance Horses, LLC, a horse boarding facility. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.

Paul Haberek Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following a 13-year tenure at UBS Financial Services. Outside of his advisory role, he is a 50% owner and president of a real estate business in Cicero, New York. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Dziura is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked with In the Market Mentors and SUNY Oswego. 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 roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kevin O'Connor is a Senior Resident Director at Merrill, serving in a dual role as a Financial Advisor and leader in the local Syracuse market. Since joining Merrill in 1993, he has helped clients address a broad range of wealth management needs by developing close relationships and applying a Goals Based Approach to Wealth Management. He leads firm strategy locally by providing training and coaching to Financial Advisors and Client Associates and supports office growth by recruiting experienced Financial Advisors and candidates for training programs. Kevin holds a Bachelor's degree in Business Administration from Le Moyne College. He has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation and is a Certified Plan Fiduciary Advisor® (CPFA®). He has been recognized by Forbes multiple times, including being named to the "Best-in-State Wealth Advisors" list for New York for six consecutive years through 2026, and his team has been recognized as one of the "Best-in-State Wealth Management Teams" for four consecutive years through 2026. Kevin resides in Syracuse with his wife Michelle and is involved with various nonprofits, helping to encourage participation in charitable work through Merrill's Syracuse office. His personal interests include golf, skiing, and traveling.

Nancy Sheftic is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Bank of America, UBS Financial Services, and Wellcare before joining Morgan Stanley in 2019. 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, including tailored financial planning, managing approximately $2.74 trillion in client assets.

John Bergan is a Series 66-licensed financial advisor with Morgan Stanley, based in Syracuse, NY, and has four years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC for three years. Outside of his advisory role, he is involved in property management of a multi-family home. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Gerald Ciciarelli is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following three years at Tmfs Advisors, LLC. Outside of his advisory role, he is the founder and president of the 3rd Ward Community Group, a community organization in Syracuse, NY, and owns Ciciarelli Farms LLC, a farming business focused on garlic. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a broad client base through both advisor-led and online platforms.

Michelle Lester is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for seven years. Outside of her advisory role, she is employed in a supervisory non-investment capacity at Syracuse Parking Services and serves as power of attorney for her parents. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer and relies on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Jared Swift is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. His background includes roles at SUNY Empire State University, Monroe Community College, and Cutting Edge Decks, Inc. He is based in Syracuse, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Nicolosi is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Varsity Tutors, where he provides online tutoring outside of his advisory duties. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, employing a range of advisory and brokerage solutions through various program sponsors and endorsed TAMPs.

Janna Connolly is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. She previously worked at FSC Securities Corporation for 18 years and Vision Works for 11 years. Outside of her advisory role, she assists her children with their seasonal fishing lure business by helping with sales, packaging, and inventory management. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services with investment strategies that utilize firm-provided tools and third-party platforms to construct client portfolios across various asset classes.