Vincent Mauro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Prudential Insurance Company of America, PRUCO Securities, LLC, and Cadaret, Grant & Co., Inc. Prior to joining LPL Enterprise, Mauro spent several years at Cadaret Grant and Company Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

Timothy Besio is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at Besio Consulting Group Ltd, Blue Owl Capital, The Carlyle Group, and PricewaterhouseCoopers LLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources.

Alexander Henn is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and was previously associated with Axa Advisors, LLC for 18 years. Outside of his advisory role, he serves on the boards of the Mallards Landing Home Owners Association and The Reading League, and acts as executor and power of attorney for his family. 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 channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Samuel Reilly is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors and Dicks Clothing & Sporting Goods. Equitable Advisors serves a broad range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing 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 broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Nicholas Dusckas is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and over 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1993 and operates under the DBA Dusckas Advisory Group, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides discretionary and non-discretionary management, utilizes model portfolios and research, and incorporates technologies such as machine learning across its offerings.

John Benns Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through both advisory and brokerage channels.

Michael Cousineau is a financial advisor with LPL Enterprise in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and consults for businesses related to the RV rental industry. LPL Enterprise serves a diverse client base 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 programs through an integrated platform.

Bradley Harte is a financial advisor with LPL Enterprise, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Mass Mutual Investors Services, and The Prudential Insurance Company of America. He is also involved with Harte Solutions, a business related to his work with LPL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, third-party portfolio management, and insurance products.

Joseph Correia is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret, Grant & Co., Inc. and Equitable. Outside of his advisory role, he is involved with Johnson Wealth Management Group LLC and United Financial Services, including tax preparation and non-variable insurance services. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Brent Kessler is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his financial advisory role, he operates as an independent insurance agent specializing in dental and group disability income, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning using advanced software tools and offers a range of event-driven planning programs.

Jason Moody is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Mutual of Omaha, and MassMutual. He is also involved in individual insurance sales outside of his advisory role. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.

Sean Gardner is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2007, with a brief period at Advised Assets Groups, LLC and GWFS Equities, Inc. from 2021 to 2023. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Marc Franco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005 in various capacities. Outside of his advisory work, he volunteers with the Skaneateles Cares Car Club, assisting in organizing events such as car cruises and shows. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Contos is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and has varied prior experience including roles at SUNY Oswego, Diamond Baseball Holdings, ASM Global, and Nichol's Supermarkets. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed platforms, offering both advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Joseph Scro is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and six years of industry experience. His prior work history includes roles at AxA Advisors, Northwestern Mutual, and United Van Lines. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, focusing on both discretionary and non-discretionary asset management.

Matthew Francis is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutions, offering financial planning, advisory services, and access to a broad range of brokerage and insurance products through an integrated platform.

Michael Cook is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked previously at MJC Financial Services and Cadaret, Grant & Co., Inc. Cook also provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Jonathan Knight is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Knight is also the CFO of Strategic Concepts Group, LLC, the holding company for his financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with its financial advisors.

Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. 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, Model Wealth Portfolios, third-party asset management, and access to a range of brokerage and insurance products, combining adviser programs with active financial product sales on an integrated platform.

Paul Kobel is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products through its integrated advisory and brokerage platform.