Paul Kobel is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and participation in wrap programs.

Allison Haslam is a financial advisor with Primerica Advisors, holding a Series 63 designation and 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she serves as president and volunteer for Fabius Pompey Apartments in Fabius, NY. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party managers and custodians.

Kevin Riley is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services, Inc. since 1999. He also holds Series 63 and Series 65 licenses. Outside of his advisory role, Kevin is actively involved as an owner and officer of Planned Results, Inc., a support company, and has worked as an insurance agent through the same entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers innovative advisory programs alongside municipal and public-finance services.

Marcus Mcfee Walters is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2017, including a period when the firm was known as AxA Advisors. Walters is involved in community and educational organizations, serving on the SUNY Oswego Gold Leadership Council and boards of the Onondaga Community College Foundation and Oswego College Foundation. He is also the owner of MMW Merch LLC, a wholesale business based in Syracuse, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party managed solutions.

Zachary Walton is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. for eight years. Outside of his advisory role, he is involved in farming activities in Port Byron, NY. 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 a range of financial planning and investment services supported by proprietary research, third-party subadvisors, and advisor-facing technology tools.

Christopher Coates is a financial advisor at Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors, St Bonaventure University’s Accounting Department, and Arctic Glacier Premium Ice. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Maryann Pierce is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has previously worked at Cadaret, Grant & Co., Inc. for 19 years and Marathon Financial Advisors, Inc. for 11 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Easterly is a financial advisor with LPL Financial in East Syracuse, NY, holding a Series 63 designation and 18 years of industry experience. He has been with LPL Financial since 2007, including its predecessor LINSCO Private Ledger. Outside of his advisory role, he is involved with NBT Insurance Agency, LLC, focusing on marketing and sales of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies for discretionary and non-discretionary management.

Matthew Kelsey is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. He has worked at Cetera Financial Specialists LLC, The Terzolo Financial Group, Inc., and Equitable. Kelsey is involved with The Terzolo Financial Group, Inc., where he provides executive support and account maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Sara Scardaci is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Cambridge Investment Research and First Command Financial Services, as well as periods dedicated to homemaking. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements using firm-approved software and offers specialized planning services including estate settlement and employer-sponsored programs.

Mark Diebold is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product sales through affiliated entities.

David Mirabito is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Outside of his advisory role, he serves as Finance Committee Chairperson for the Fulton Family YMCA, overseeing financial statements and authorizing payments. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning without discretionary authority.

Sonnet Loftus is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. She previously worked at Commonwealth Financial Network and Cadaret, Grant & Co., Inc. Loftus is a partner and part owner of Michael Roberts Associates, a private entity involved in securities, advisory, and insurance business. 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 a range of financial planning and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

John Davies is a financial advisor with Ameriprise Financial Services in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing for six years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach includes a centralized service team and utilizes proprietary research and third-party data to develop tailored retirement recommendations.

Elijah Weiss is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Farmers Insurance. He serves as a trustee for an irrevocable trust in Syracuse, New York. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer affiliated with MassMutual. The firm provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Kyle Mumpton is a CFP® professional with 38 years of industry experience, currently serving at Thrivent Investment Management since 2002. He has spent his entire tenure with Thrivent Financial for Lutherans, based in Liverpool, NY. Outside of his advisory role, he established an LLC to hold real estate that will house his business offices. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority. The firm’s approach combines goal-based analyses with client information and allows clients to link planning with managed-account services through a consolidated billing option.

Justin Henty is a Series 66-registered financial advisor with Edward Jones in Liverpool, NY, bringing three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Milton Cat and has a background in the automotive sector. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

David Jones is a CFP® professional affiliated with Edward Jones in East Syracuse, NY, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tara Kobuszewski is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services since 2014. Outside of her advisory role, she is involved as a sales assistant at Planned Results, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs, including specialized services for municipal and public finance clients.

Lisa Duncan is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of her advisory role, she is involved in her local VFW post as a bartender and event coordinator. 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 the Wells Fargo Investment Institute and third-party sources.