Ryan York is a financial advisor with LPL Financial, holding a Series 66 license and 16 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Pinnacle Investments, LLC. Outside of his advisory role, York teaches at Syracuse University and is involved in tax preparation and accounting through York Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by extensive research and a variety of model portfolios.

Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Kamille Sorber is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including during the period when the firm operated as AxA Advisors. 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 LPL programs and a range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Patricia Black is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee of the Syracuse Diocesan Investment Fund and is a board member of Crouse Health Systems, including participation on the hospital’s pension and compliance subcommittees. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers financial planning through structured processes and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Michael Kent is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and 65 designations and bringing 12 years of industry experience. He has worked with LPL Financial since 2018 and previously with INVEST Financial Corporation, Inc. He is also involved with Community Investment Services. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Ronald Gniazdowski is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and Mutual of Omaha. He is also involved with New Buffalo Group, which focuses on Medicare Advantage, supplement, and Part D insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and a range of brokerage and insurance products through an integrated platform combining advisory and sales programs.

Matthew Govendo is a financial advisor with OSAIC and holds a Series 63 designation. He has 11 years of industry experience, having previously worked at Securities America Advisors and Northwestern Mutual. He is also the owner of Elite Wealth Management Group LLC, which provides advisory services to help clients select managers and portfolios aligned with their financial goals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Tracie Mc Carthy is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Deborah Griffith is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 29 years. Griffith serves on the Board of Trustees for the Union Academy of Belleville, a nonprofit organization dedicated to maintaining the historical integrity of the academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

Maureen Novak is a CFP®-certified financial advisor with Morgan Stanley, based in Syracuse, NY, and has 26 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she is a partner in MARREV LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Benjamin Stroh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at Wenger Corporation and PFS Investments Inc., as well as involvement with Bounce and Slide Rentals CNY, LLC and BPS Pro Audio, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure.

Gregory Burns is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management based in Syracuse, New York. He began his career with Merrill in 1990 at the New York City, 5th Avenue office. In his current role, he focuses on wealth management investment and planning strategies, working with individuals and small businesses to help them achieve their financial goals and objectives. Greg specializes in investment management strategies, retirement income, estate planning services, wealth transfer, philanthropic giving strategies, and qualified retirement plans. He and his team utilize a Goals Based strategy to wealth management that emphasizes understanding and prioritizing clients' financial goals and objectives. Gregory holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and is also a Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor's degree in Psychology from Syracuse University. Outside of his professional career, Gregory resides in Fayetteville with his wife Amy and their three children. He is involved in youth sports and fundraising activities and enjoys biking, boating, golfing, reading, running, skiing, tennis, and traveling.

Deven Coleman is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he was involved with 325 Productions, LLC for seven years. 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/insurance services to tailor solutions based on client goals and risk tolerance.

Stephen Wisniewski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Wisniewski serves as President of The Great Mexico Chamber of Commerce in Mexico, NY. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model with access to various third-party asset managers and offers both advisory and brokerage/insurance channels to implement client recommendations.

Stephen Hasso Jr. is a CFP® and ChFC® affiliated with LPL Enterprise, bringing 43 years of industry experience. His prior roles include positions at Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., and National Life Group. He maintains involvement with Century Hill Financial Group as a DBA for LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products and lending services.

Thomas Donahue is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previous experience with Lincoln Financial Securities Corporation. In addition to his advisory work, he serves on the boards of two nonprofit organizations, including the Central New York Ski Racing Foundation. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and a range of investment solutions.

Garry Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, previously working at LPL Financial, Community BANK, and INVEST Financial Corporation. Payne serves on the Finance Committee and Board of Elmcrest Children Center and is a member of the Taishoff Center Advisory Council. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk profiles.

Brennen Przybysz is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. He has also maintained roles with Prudential Insurance Company of America and Pruco Securities, LLC since 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by integrated platforms that combine adviser programs with financial product sales and collateralized lending options.

Darrick Hokanson is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in Medicare Advantage and Supplements sales through Golden Outlook / Essential Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through 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 via an integrated platform.

Erin Hannan is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked in knit manufacturing and the fashion industry. Outside of her advisory role, she hosts a women’s networking group that organizes events to expand membership. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.