Jeffrey Barnard is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

Lisa Vanzandt is a financial advisor at Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2003. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Joshua Janack is a financial advisor with Morgan Stanley in Syracuse, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Le Moyne College and Burnt Hills-Ballston Lake High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Zoli is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 12 years and Osaic FA, Inc. for two 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

David Colbert is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His work history includes roles at Primerica Advisors since 2007, WHITE & READER ASSOCIATES Inc. since 2017, Miracorp, CDM Smith, and Onondaga County. Outside of his advisory work, he owns and operates Image Crafter Professional Photography and runs Cole Bear Inc., a storefront business selling CBD and health-related products. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Adam Dake is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and six years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and is also involved as a part-time volleyball coach with Pace Bootlegger. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Bryan Parmley is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 25 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years at Cadaret, Grant & Co., Inc. He is also involved with Parmco Mortgage Company, Inc., a mortgage and real estate services business he has owned since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Edward Tucker is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY. He has one year of industry experience and previously worked at Novelis for nine years and GDI for one year. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ibrahim Elmekkawy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked in supervisory roles at Main Event Entertainment and Funtopia, and also has experience in education at Metea High School and Hill Middle School. He currently serves as a supervisor at Main Event Entertainment. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities financial services through affiliated entities.

Evan Pace is a Series 66-licensed advisor with LPL Enterprise, based in Syracuse, NY, and has two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Optomi LLC, RadNet, and Rochester Institute of Technology. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Carmen Chirico is a financial advisor at Equitable Advisors with one year of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, Carmen worked at Pinnacle Investments and has been involved with Two Trees Cicero, a pizza restaurant, where they worked as a delivery driver and cook. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party partnerships.

George Christie Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2015. Outside of his advisory role, he is also an agent for New York Long Term Care Brokers Ltd. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Brett Stagnitti is a financial advisor with Merrill in Liverpool, NY, holding a Series 66 designation and 12 years of industry experience. His prior work includes two years at Edward Jones before joining Merrill and Bank of America, N.A. in 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies intended for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Fortner is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Anthony Fisher is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2021 and serves as Second Vice President on the executive board of the Auburn Teacher Association. Additionally, Fisher is involved in real estate through his roles with Upside Properties, Inc. and Pisciotti Real Estate. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Kenneth Souser III is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2020, following nine years at Janney Montgomery Scott. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.