Lucas Humphries is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2019. He has seven years of industry experience, including three years at White's Travel Center prior to joining Edward Jones. Outside of advising, he sells items on eBay in his spare time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Justin Paterson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and Mutual of Omaha. Outside of his advisory work, he is involved in Medicare sales and service through the New Buffalo Group. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and a wrap program, with a notable emphasis on non-securities products and affiliated insurance and lending services.

Sheri Tuttle is a financial advisor at Equitable Advisors with a Series 66 designation and a year of industry experience. Her prior work includes roles at Saab, Inc., SRC, Inc., and The Salvation Army Empire State Division. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of investment models and third-party managers, including discretionary advisory services and ERISA fiduciary offerings for qualified plans.

David Canino is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 credentials and over 51 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, Canino serves as a board member for the Fellowship of Christian Athletes at Syracuse University and as a minister at New Testament Church in Jamesville, NY. 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 utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Tess Segal is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Asset Management since 2016. Outside of her advisory role, she serves as president of the Logan Building Condominium Association in Skaneateles, New York, where she is also an owner and manages a rental unit within the association's guidelines. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Hatfield is a Series 66-registered financial advisor with LPL Financial, based in Syracuse, NY, and has 22 years of industry experience. His prior experience includes roles at INVEST Financial Corp., Oneida Wealth Management, Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Foster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over 19 years. Foster is also involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors and institutional entities, utilizing model-driven investment strategies and offering access to third-party asset managers and financial planning services.

John Konefal Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Wealth Management, TD Ameritrade, and KeyBank. Konefal is also involved with Community Bank in Syracuse, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, discretionary and non-discretionary management, and alternative exposures.

Samuel Chavarria is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding the ChFC® designation and Series 63 license with 20 years of industry experience. He previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is a partner at Limestone Advisory Services, LLC, where he oversees expenses, income, marketing, and general direction. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analytical tools.

James Prioletti is a CFP®-credentialed financial advisor with Ameriprise, based in Marcellus, NY, and has 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in business ownership related to managing office space and expenses through Advisor Resources, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Daniel Rohnke is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to his advisory role, he is also a licensed property and casualty and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs with an emphasis on collaborative, annual planning engagements.

Andrea Cruz is a financial advisor with UBS Financial Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, Cruz serves on the boards of Friends of the Central Library and Faith Heritage School, where she holds the position of Treasurer and chairs the finance committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Richard Jenkins is a CFP® professional with 28 years of industry experience. He is currently affiliated with Cetera and has held positions at Avantax firms and Commonwealth Financial Network. Jenkins owns Focused Financial Solutions, Inc., through which he provides investment planning, retirement planning, estate planning, and tax planning services. He also serves as treasurer for The Learning Place, Inc., a nonprofit literacy agency offering tutoring and ESL services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets with more than 10,000 advisors.

Michael Ferlenda is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, including its prior iteration as AxA Advisors. 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 offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment management solutions.

Jeffrey Barnard is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 market modeling techniques.

Lisa Vanzandt is a financial advisor at Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2003. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Joshua Janack is a financial advisor with Morgan Stanley in Syracuse, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Le Moyne College and Burnt Hills-Ballston Lake High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Zoli is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 12 years and Osaic FA, Inc. for two years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

David Colbert is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His work history includes roles at Primerica Advisors since 2007, WHITE & READER ASSOCIATES Inc. since 2017, Miracorp, CDM Smith, and Onondaga County. Outside of his advisory work, he owns and operates Image Crafter Professional Photography and runs Cole Bear Inc., a storefront business selling CBD and health-related products. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Adam Dake is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and six years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and is also involved as a part-time volleyball coach with Pace Bootlegger. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.