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.

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.

Sheri Tuttle is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Saab, Inc., SRC, Inc., and The Salvation Army Empire State Division. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

David Canino is a financial advisor at Equitable Advisors with 50 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, he serves as a board member and officer for the Fellowship of Christian Athletes at Syracuse University and is a minister at New Testament Church in Jamesville, NY. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and emphasizes solutions through program sponsors and third-party managers.

Joseph Hatfield is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp. from 2016 to 2018. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, providing financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Christopher Foster is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Prudential Insurance Company of America since 2005 and joined LPL Enterprise in 2024. Foster is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

John Konefal Jr. is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes roles at TD Ameritrade, Northwestern Mutual Wealth Management Company, and KeyBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Samuel Chavarria is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding the ChFC® designation and Series 63 license with 20 years of industry experience. He previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is a partner at Limestone Advisory Services, LLC, where he oversees expenses, income, marketing, and general direction. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analytical tools.

James Prioletti is a CFP®-credentialed financial advisor with Ameriprise, based in Marcellus, NY, and has 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in business ownership related to managing office space and expenses through Advisor Resources, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Daniel Rohnke is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to his advisory role, he is also a licensed property and casualty and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs with an emphasis on collaborative, annual planning engagements.

Andrea Cruz is a financial advisor with UBS Financial Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, Cruz serves on the boards of Friends of the Central Library and Faith Heritage School, where she holds the position of Treasurer and chairs the finance committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Richard Jenkins is a CFP® professional with 28 years of industry experience. He is currently affiliated with Cetera and has held positions at Avantax firms and Commonwealth Financial Network. Jenkins owns Focused Financial Solutions, Inc., through which he provides investment planning, retirement planning, estate planning, and tax planning services. He also serves as treasurer for The Learning Place, Inc., a nonprofit literacy agency offering tutoring and ESL services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets with more than 10,000 advisors.

Michael Ferlenda is a financial advisor with Equitable Advisors in Camillus, NY, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Equitable Advisors since 2015, previously affiliated with AxA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing multiple third-party programs and providing advisory and brokerage/insurance channels to implement client recommendations.

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.