Kelly Scholl is a Series 66 licensed financial advisor with Edward Jones, based in Clay, NY, and has two years of industry experience. Prior to joining Edward Jones, Kelly operated a Pilates business and worked at the YMCA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Joshua Keirsbilck is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Equitable Advisors, LLC. In addition to his advisory role, he is active as a DoorDash driver. 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 network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Lisa Mckenney is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for seven years. Outside of her advisory role, she serves as a board member for the Jamesville-Dewitt Central School District Board of Education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using both in‑house and third‑party managers, supported by a broad capital-markets platform and affiliated asset managers.

Linda O'Connell is a financial advisor at Morgan Stanley in Syracuse, NY, with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Christopher Johnson is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Brian Demonte is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 credentials and 32 years of industry experience. He joined RBC Capital Markets in 2024 after eight years with Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Matthew Michalak is a financial advisor with Wells Fargo Clearing in Syracuse, NY. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

John Kirwan III is a financial advisor with Cambridge Investment Research Advisors. He holds the Series 66 designation and has recently begun his career in the industry. Prior to joining Cambridge, he gained professional experience at National Grid, Berkshire Hathaway, Axa Equitable, and Verizon Communications. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers, proprietary model strategies, and multiple account platforms.

Dwight Winkelman III is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2005. He has held roles at both Ameriprise Financial Services, Inc. and Ameriprise, with a total tenure of 18 years at the firm. Dwight serves on the board of the Dwight Winkelman Foundation, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with their financial advisors.

Anthony Baeumler is a financial advisor with LPL Enterprise, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, UnitedHealthcare, and Mutual of Omaha. In addition to his advisory work, he has been involved in restaurant management at Outback Steakhouse for over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Julia Georges is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand what is important to them, helping develop strategies to pursue short-, mid-, and long-term financial goals. Julia provides guidance on general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Her experience includes expertise in areas such as LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Women and Wealth, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. Julia holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Binghamton University. Outside of her professional work, Julia has interests in adventure sports, cooking, hiking, music, running, skydiving, spending time with family, tennis, and traveling. She approaches financial advising with a focus on attentive listening, empathy, and transparency, providing clear communication and goals-based planning to help clients make confident financial decisions.

Peter Nicolini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Syracuse Orthopedic Special, Syracuse City Schools, and SUNY Upstate. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Randy Corl Sr. is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at Lockheed Martin, Driver's Village, and PFS Investments Inc., among others. He is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

John Cavanaugh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He previously worked at Prudential Equity Group, LLC for five years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Soto is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has five years of industry experience. Prior to joining Equitable Advisors in 2021, he was a student at St. Lawrence University from 2016 to 2020. Equitable Advisors serves a broad client base including individual, institutional, and charitable clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Gary Anastasio is a financial advisor with Ameriprise in Syracuse, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Steven D'eredita is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to client risk profiles using a mix of in-house and third-party managers.

Frank Albanese is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and 41 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining RBC Capital Markets in 2016. Outside of his advisory role, Albanese serves on the boards of Tillie's Touch, a charitable foundation, and Manlius Pebble Hill School, a private educational institution in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning through a variety of advisory programs, utilizing both in-house and third-party investment managers.

Daniel Puma is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Puma's outside activities include involvement with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of affiliated financial services.

Kip Hoag is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, and Chase Investment Services Corp. Outside of his advisory work, he is a producing Property and Casualty agent with Acropolis Insurance Agency and is involved with AllDay Benefits, a voluntary benefits company. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance product sales, and affiliated trust custody services.