Paul Kordziel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he operates a used car dealership and serves as vice-president of the Higby Point Property Owners Association. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Nicole Rogers is a financial advisor with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. Her career includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated advisory and brokerage platform.

A Daniel Coates is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his mother and holds power of attorney for his father, managing these responsibilities with minimal time commitment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, and it includes a broader range of financial product options than typical institutional advisers.

Ronald Hongo is a financial advisor with LPL Financial, holding a Series 63 designation and over 20 years of industry experience. He was previously affiliated with Avantax Advisory Services and Avantax Investment Services, working in the financial sector since 2005. In addition to his advisory work, he operates a CPA practice providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

Patrick Scherer is a financial advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC, and also maintains a financial professional role at Tactical Financial Solutions, focusing on insurance and investment sales and service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, and access to various brokerage and insurance products.

Jonathan Catlin is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, providing tailored solutions that include insurance-related investment options alongside traditional products.

Christopher Farrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Integrated Planning Services since 2003 and Cadaretgrant for over two decades. Farrell is also involved in a family investment-related business with Lori Farrell. 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, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a blend of discretionary and non-discretionary management approaches.

Martha Cacciola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 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 serves as a notary public and acts as a trustee for a patents trust in Syracuse, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Grumley is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Michael Hopkins is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon.com for seven years and at Syracuse University for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices across the United States.

Michael Tisdell is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, following two years at INVEST Financial Corp. He is also associated with Community Bank since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research and technology.

Mark Saya is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for nine years and Briarwood Wealth Management for six years. He is also a tax preparer with Meridian Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with various management approaches and model portfolios supported by in-house and third-party research.

William Decker is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co. Inc. for nine years and Briarwood Wealth Management for six years. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Ellen Ladd is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. She has worked at Cetera and Cetera Wealth Services, LLC since 2025 and previously operated Ladd Tax & Financial Services Inc. since 2015. Outside of her advisory work, she serves as president of Ladd Tax & Financial Services Inc., which provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and a multi-manager platform.

Shelly Terzolo is a financial advisor with Cetera, holding a Series 63 designation and bringing 23 years of industry experience. She has worked at Cetera since 2021 and previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services dating back to 2002. Terzolo is the owner and president of The Terzolo Financial Group, Inc., which provides tax and accounting services in addition to investment services. She also serves as a sponsorship committee member for the Road to Emmaus Ministry board. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

James Szczesniak is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill from 2009 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Peter George is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He worked at M&T Securities, Inc. for ten years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology such as machine learning to support diversified investment strategies.

Jadon Lee is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 credential. He has one year of industry experience and has held various roles prior to joining Equitable Advisors, including positions in consulting and retail. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Eric Strickland is a financial advisor with LPL Financial in Baldwinsville, NY, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and founded Strickland Wealth Management, LLC in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jorge Martinez is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He brings nearly 11 years of experience in the financial industry, focusing on building strong client relationships and providing personalized financial advice. Jorge works closely with clients to understand their individual and family goals, enabling informed decisions about their financial futures. His areas of expertise include managing new wealth, personal retirement planning, and retirement income strategies. Jorge holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from the State University of New York at Buffalo and remains committed to continuing education in his field. Residing in Liverpool, NY, Jorge lives with his wife Tiffany, their son Benny, and two dogs, Colby and Moose. Outside of his professional work, he enjoys cooking, listening to music, and spending time with his family.