John Tarnow is a financial advisor with LPL Financial in Camillus, NY, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Charter Asset Management LLC since 2011 and at Cadaret, Grant & Co., Inc. from 2011 to 2025. 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, with advice provided through a large network of investment adviser representatives using a range of investment strategies.

Kelly Scholl is a Series 66 licensed financial advisor with Edward Jones, based in Clay, NY, and has two years of industry experience. Prior to joining Edward Jones, Kelly operated a Pilates business and worked at the YMCA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Joshua Keirsbilck is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Equitable Advisors, LLC. In addition to his advisory role, he is active as a DoorDash driver. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Lisa Mckenney is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for seven years. Outside of her advisory role, she serves as a board member for the Jamesville-Dewitt Central School District Board of Education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using both in‑house and third‑party managers, supported by a broad capital-markets platform and affiliated asset managers.

Linda O'Connell is a financial advisor at Morgan Stanley in Syracuse, NY, with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Christopher Johnson is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Brian Demonte is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 credentials and 32 years of industry experience. He joined RBC Capital Markets in 2024 after eight years with Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Matthew Michalak is a financial advisor with Wells Fargo Clearing in Syracuse, NY. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

John Kirwan III is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has professional experience at several firms, including National Grid and Berkshire Hathaway. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management approaches and platforms.

Anthony Baeumler is a financial advisor with LPL Enterprise, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, UnitedHealthcare, and Mutual of Omaha. In addition to his advisory work, he has been involved in restaurant management at Outback Steakhouse for over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Julia Georges is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand what is important to them, helping develop strategies to pursue short-, mid-, and long-term financial goals. Julia provides guidance on general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Her experience includes expertise in areas such as LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Women and Wealth, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. Julia holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Binghamton University. Outside of her professional work, Julia has interests in adventure sports, cooking, hiking, music, running, skydiving, spending time with family, tennis, and traveling. She approaches financial advising with a focus on attentive listening, empathy, and transparency, providing clear communication and goals-based planning to help clients make confident financial decisions.

John Cavanaugh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He previously worked at Prudential Equity Group, LLC for five years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Soto is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has five years of industry experience. Prior to joining Equitable Advisors in 2021, he was a student at St. Lawrence University from 2016 to 2020. Equitable Advisors serves a broad client base including individual, institutional, and charitable clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Gary Anastasio is a financial advisor with Ameriprise in Syracuse, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Steven D'eredita is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to client risk profiles using a mix of in-house and third-party managers.

Frank Albanese is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and 41 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining RBC Capital Markets in 2016. Outside of his advisory role, Albanese serves on the boards of Tillie's Touch, a charitable foundation, and Manlius Pebble Hill School, a private educational institution in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning through a variety of advisory programs, utilizing both in-house and third-party investment managers.

Daniel Puma is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at Prudential Insurance Company of America since 2014 and Pruco Securities, LLC from 2014 to 2024. He is also involved with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product services through affiliated entities.

Kip Hoag is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, and Chase Investment Services Corp. Outside of his advisory work, he is a producing Property and Casualty agent with Acropolis Insurance Agency and is involved with AllDay Benefits, a voluntary benefits company. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance product sales, and affiliated trust custody services.

David Crapser is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Mark Squairs is a financial advisor with OSAIC in Syracuse, NY, holding a Series 63 designation and over 41 years of industry experience. His career includes long tenures at Guardian Life and roles at Sagepoint Financial, Cadaret, Grant & Co., and Park Avenue Securities. He is a senior partner at Squairs Planning Services, LLC, where he provides financial planning services. 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, employing asset-allocation tools and multiple investment platforms to tailor portfolios that include a range of securities and alternative investments.