Derek Loomis is a financial advisor with Edward Jones in Cicero, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Mohamed Attia is a financial advisor with LPL Enterprise based in Dewitt, NY, holding a Series 63 designation and with 13 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. His outside business activities include involvement with Prudential-sponsored non-variable insurance. 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 portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

Daniel Adler is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Enterprise in Syracuse, NY. He has worked at Prudential Insurance Company of America and its affiliated entities since 2014. Outside his advisory role, he is involved with CareValue, a Medicare Advantage insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Aaron Robertello is a financial advisor with Ameriprise in Liverpool, NY. He holds the Series 66 designation and has been with Ameriprise since 2025. His prior work history includes roles at SUNY Oswego, Onondaga Community College, and Liverpool High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Torrisi Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and employer-sponsored financial planning agreements.

Mark Hills is a financial advisor with LPL Financial in Manlius, NY, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Triad Hybrid Solutions and Triad Advisors, Inc. from 2016 to 2023. He is also active as an insurance contractor involved in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Amanda Loiodice is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Key Investment Services, LLC and KEY BANK. She is a board member of Baltimore Woods Nature Center, an organization focused on environmental education and community engagement in central New York. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational infrastructure.

Vincent Capsello is a financial advisor at Ameriprise with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Capsello has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these recommendations, emphasizing managed accounts and algorithmic support in its approach.

Brian Turner is a financial advisor with Ameriprise in Cicero, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic tools overseen by a dedicated committee to generate recommendations.

Tyler Merz is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley and has held roles at several other financial and non-financial firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and advisory solutions.

Gregory Wilt is a CFP® with 16 years of industry experience, currently affiliated with Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services and owns a CPA firm specializing in accounting and tax preparation. Outside of his advisory work, he owns and manages Kitschy Collective LLC, focusing on banking, accounting, and tax compliance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Alyssa Dosztan is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. She has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she works as a Grants Manager for the Grand Isle Supervisory Union and serves as an executor for multiple estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management arrangements through an integrated platform.

Kevin Christopher is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and Prudential Insurance Company of America. Christopher also serves as Vice President at Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio options and utilizes various tools and third-party platforms to support client investment management.

Gary Rossi is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, also having a tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Brian Weinshenker is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63, 65, and 66 registrations and 14 years of industry experience. His career includes roles at PRUCO Securities, LLC and Prudential Insurance Company of America prior to joining J.P. Morgan in 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Terence Coholan is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at Commonwealth Financial and Cadaret, Grant & Co., Inc., each for 18 years, and currently at Seneca Savings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Nichole La Chance is a financial advisor with Ameriprise in Jamesville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Elizabeth Butler is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where she has worked since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lucas Humphries is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent three years at White's Travel Center. Outside of his advisory role, he operates an eBay selling business on a part-time basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Justin Paterson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mutual of Omaha, and self-employment. He is involved with New Buffalo Group, focusing on Medicare sales and service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.