Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

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.

Carmen Chirico is a financial advisor with Equitable Advisors in Syracuse, NY, holding the Series 66 designation. Chirico has been with Equitable Advisors since 2025 and previously worked at Pinnacle Investments in 2023 and 2024. Outside of the financial industry, Chirico has experience working in the restaurant business as a delivery driver and cook at Two Trees Cicero since 2021. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

George Christie Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2015. Outside of his advisory role, he is an agent with New York Long Term Care Brokers Ltd., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brett Stagnitti is a financial advisor with Merrill in Liverpool, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Bank of America and Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Timothy Fortner is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a family trust. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kenneth Souser III is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2020, following nine years at Janney Montgomery Scott. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dominic Fiorello is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cadaret, Grant & Co., Inc. and Anthony Falso Agency. Outside of his advisory role, he is employed as a manual laborer, a non-investment-related position. 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, including discretionary and non-discretionary management, supported by in-house and third-party research.

Conway Porter III is a financial advisor with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities, The Empire Wealth Agency, and Princor Financial Services. In addition to advising, he operates Conway Porter, C.P.A., P.C., providing tax preparation and accounting services. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Christopher Fragnito is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Pine Grove Health and Country Club and LeMoyne College. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Matthew Turner is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including prior tenure at AxA Advisors. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

Joseph Dimora is a financial advisor with Equitable Advisors in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and also worked at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved in insurance brokerage activities. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.