Kenneth Souser III is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, he worked at Janney Montgomery Scott for nine years and Key Investment Services LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Dominic Fiorello is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cadaret, Grant & Co., Inc., Anthony Falso Agency, and AllState Insurance Company. Outside of his advisory role, he works as a manual laborer in North Syracuse, NY. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools across a broad network of advisors.

Conway Porter III is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, The Empire Wealth Agency, LLC, and Princor Financial Services Corp. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a large network of investment adviser representatives.

Christopher Fragnito is a financial advisor at Equitable Advisors in Syracuse, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pine Grove Health and Country Club and LeMoyne College. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Turner is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor, AxA Advisors. Equitable Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver customized investment solutions.

Joseph Dimora is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of advisors and third-party managers, with a focus on personalized risk assessment and matching clients to appropriate investment models.

Michael Maloney is a financial advisor at LPL Enterprise with eight years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America. He serves as a board member for the St. John Vianney School Board of Trustees, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kristen Parrow is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. She has previously worked with firms including AmeriCU Credit Union, KeyBank, and Axa Advisors, LLC. She is also associated with Wilmington Advisors @ M&T, a DBA related to her LPL Financial business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and proprietary research tools.

Robert Bunn is a financial advisor at LPL Financial in Syracuse, NY, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for two years and spent 18 years at BNY Mellon. 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, and institutional platforms, supported by a network of investment adviser representatives.

Paul Carr is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret Grant & Co., Inc. and United Financial Services. Outside of his advisory role, he is involved in tax preparation and accounting through business activities with United Wealth and Tax Services and PLC Investments and Tax Planning, and he has a teaching role with East Syracuse Minoa Central Schools. 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 provides a range of advisory and brokerage services supported by tools including machine learning, with offerings that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Lloyd Fix Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Thrivent Investment Management, and Merrill. Outside of his advisory role, he is involved with Weekend Fix LLC, a real estate rental business. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Geoffrey Irving is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he was associated with AXA Advisors and AXA Equitable. Outside of his advisory role, he serves as Partner and President of Operations at American Made Games Inc., a company that fabricates wooden lawn games. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Caitlin Campbell is a financial advisor at Morgan Stanley in Syracuse, NY, with 11 years of industry experience. She has been with Morgan Stanley since 2018 and holds Series 63 and Series 66 licenses. Prior to returning to the industry, she spent six years as a stay-at-home parent. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models, and manages approximately $2.74 trillion in client assets.

John Donohue Jr. is a financial advisor with LPL Financial based in East Syracuse, NY. He holds the ChFC® designation and Series 63 and 65 licenses and has 42 years of industry experience. His prior firms include Commonwealth Financial Network and Diversified Wealth Strategies, LLC, where he remains a partner. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial products.

Alicia Spevak is a financial advisor with Cambridge Investment Research Advisors in Fayetteville, NY, holding a Series 63 license and 21 years of industry experience. She has worked at Cambridge Investment Research since 2018 and previously at Cadaret, Grant & Co., Inc. for 13 years. Spevak is president of Lee E. Kalin & Associates and serves on the boards of several religious organizations. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to both individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers various platform options along with proprietary model strategies under the Founders Gate Capital brand.

Brian Clifford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Key Investment Services LLC and First Niagara/KeyBank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Daniel Silfer is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at the Office of the Comptroller of The Currency and held various roles in education. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and focuses on matching clients to appropriate investment programs based on risk tolerance and personal information.

Chad Germain is a financial advisor with LPL Financial in Cicero, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Bank since 2007, including 14 years at M&T Securities. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Michael Stanton Jr. is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, and Equitable Advisors. Outside of his advisory role, Stanton is a driver representative for a family-owned race team. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers, offering financial planning, consulting, and participation in wrap programs.

J Pluff is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, Pluff serves on the boards of the Upstate Medical University Foundation and the Everson Museum of Art, and he is a broadcast host for local television programs on WSYT-Fox 68 and WCNY-PBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.