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.

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.

Lisa Vanzandt is a financial advisor with Equitable Advisors in Fayetteville, NY, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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®-credentialed financial advisor with 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at INVEST Financial Corp. He operates under the Ivy Financial Group DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

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 in Syracuse, NY, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he serves as a part-time volleyball coach at Pace Bootlegger. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services through advisory and brokerage channels supported by model portfolios, third-party asset management, and a range of financial products.

Bryan Parmley is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He previously spent 14 years at Cadaret, Grant & Co., Inc. Bryan also serves as an owner of Parmco Mortgage Company, Inc., a mortgage services business he has been involved with since 1991. 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 various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Edward Tucker is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked at Novelis for nine years and GDI for one year. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and other third-party managers to deliver advisory and brokerage solutions.

Ibrahim Elmekkawy is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has held supervisory roles at Main Event Entertainment outside of his advisory work. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various asset management programs.

Evan Pace is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Optomi LLC, RadNet, and Rochester Institute of Technology. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products supported by an integrated platform.