Chasity Jaynes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at LPL Financial since 2018 and has concurrent experience at Community Bank since 2016. Jaynes also provides administrative support to independent investment advisory firms OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of advisors.

David Keim is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2026, he spent 21 years at Commonwealth Financial Network. He is also the sole member of Keim Asset Management, LLC, an entity involved in securities and insurance business. 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 advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment and planning solutions including model portfolios, third-party asset management, and institutional platforms.

Katelyn Kriesel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, ETFidea, LLC, Cadaret, Grant & Co., Inc., and Morgan Stanley. She serves as an elected Town Councilor for the Town of Manlius. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms.

Richard Doyle is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 1999. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kevin Richardson is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked since 2022. He has three years of industry experience and previously held roles at Delta Sonic Car Wash, Cazenovia College, and the Village of East Syracuse Parks and Recreation. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Keegan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2026, he spent 18 years with Commonwealth Financial Network and has been involved with Diversified Wealth Strategies, LLC since 2008. 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 services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Mcknight is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at CORE Federal Credit Union and CFCU Community Credit Union. He is also a commissioned notary public in the state of New York. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Walker is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes matching clients to appropriate investment models and third-party managers while offering ERISA fiduciary services to qualified plans.

James Tucker IV is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Madison Financial Planning Group, Commonwealth Financial Network, Lincoln Financial Advisors, Bank of America, and Merrill Lynch. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, with a focus on both discretionary and non-discretionary investment strategies.

Matthew Tarby is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, bringing two years of industry experience. Before joining Equitable Advisors, he held various roles across retail and service industries and attended Le Moyne College. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs utilizing both proprietary and third-party solutions.

Matthew Monroe is a financial advisor with LPL Financial in Syracuse, NY, holding Series 66 and Series 63 licenses and over 32 years of industry experience. He has worked with Good Life Advisors, LLC, Independent Financial Partners, and LPL Financial during his career. Outside of advisory services, he is involved in Gabrielle Chocolates and Ice Cream, an ice cream manufacturing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs supported by LPL Research and third-party subadvisors.

Gregory Ronneburger is a CFP® with 25 years of industry experience currently advising at Equitable Advisors since 2001. His career includes nearly two decades at Axa Advisors, LLC. He serves on the advisory board for Le Moyne College Madden School of Business and owns MVP Performance Consulting, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary management, serving both non‑high-net-worth and high-net-worth clients.

Kurt D'Angelo is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AxA Advisors and spent 15 years with Oswego Central School District. He serves as Treasurer on the board of the Fulton Wrestling Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers various advisory programs supported by third-party asset managers and focuses on matching clients with suitable investment models based on their personal and plan information.

Mac Cadaret Jr. is a financial advisor at LPL Financial with 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for 28 years. He holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of 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, supporting advisors with research and technology tools.

Paul Haschytz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for more than four decades. Outside of his advisory role, he serves on the board of the Caroga Evangelical Chapel, handling financial recordkeeping and disbursements. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a broad network of investment adviser representatives.

Edward Cuello is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Cuello is a co-founder of the Latino Professional Network of Syracuse, a regional networking organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm uses model-driven portfolios developed by internal research and third-party strategists and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Anthony Cerra is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Before her financial services career, she held various roles including at Fantastic Sams hair salon and Guptil's Ice Cream. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers affiliated trust and insurance services.

Lukasz Pogon is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. He has also been involved with Dr. Lee Cosmetics Corp and previously worked in various other sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily offers model-driven investment implementation and access to third-party managers, alongside affiliated insurance and trust services.

Roberta Cifaratta is a financial advisor with Merrill in Syracuse, NY, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked at Merrill since 2007 and has been affiliated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients. The firm integrates strategic and tactical asset allocation with trading and custody support as part of the Bank of America group.