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 with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AxA Advisors. Walters serves on several nonprofit boards, including the SUNY Oswego Gold Leadership Council and the Onondaga Community College Foundation Board. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage services.

Zachary Walton is a Series 66-licensed financial advisor with nine years of industry experience, currently with LPL Financial since 2025. He previously worked for Cadaret, Grant & Co., Inc. for nine years and has experience in the food service industry at Devany's Riverside Grill. Outside of advising, he is involved in farming activities in Port Byron, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

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 at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Marathon Financial Advisors, Inc. and Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Matthew Easterly is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with NBT Insurance Agency, LLC, marketing and servicing fixed life, disability, long-term care, health, and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Matthew Kelsey is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and affiliated firms since 2023 and previously held roles at Equitable and Onondaga Community College. Kelsey also operates The Terzolo Financial Group, Inc., an investment-related business providing account maintenance, plan preparation, and executive support. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 in Syracuse, NY, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Longevity Wealth Partners LLC, an entity related to his LPL business focusing on insurance and investment sales and service. LPL Enterprise serves a broad 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 brokerage and insurance products via an integrated platform.

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.

John Davies is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 with Wells Fargo Clearing in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is active in her community as a bartender and event coordinator for a local Veterans of Foreign Wars post. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

David Huhtala is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, having joined in 2021, and previously worked at M&T Securities, Sagepoint Financial, and Prudential Insurance Company of America. Additionally, he serves as co-trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives.

Alexander Hawthorne is a financial advisor with Ameriprise in Oneida, NY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at United Parcel Service, Nicky Doodles, and Oneida City Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, primarily focusing on assets held in Ameriprise-managed accounts.

Eileen Price is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 16 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of her advisory work, she serves on the boards of Zonta of Skaneateles, a nonprofit focused on empowering women, and the Friends of Minna Anthony Common Nature Center. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 that utilizes multiple third-party asset managers and offers both advisory and brokerage channels.