Michael Leone is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 registrations and 21 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 2005. Outside of his advisory role, he is a member of several limited liability companies involved in property management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary management solutions.

Michael Coomes Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Cadaret, Grant & Co., Inc. and Quest Financial Services for 22 years before joining LPL Financial. He is also involved with Quest Wealth Management in a capacity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kathleen Musial is a financial advisor at Merrill with Series 63 and Series 66 credentials and 42 years of industry experience. She has been with Merrill since 1981 and with Merrill Lynch since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Towers is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory approach 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 offerings.

Cody Perkov is a financial advisor with Ameriprise in East Syracuse, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tamara Hogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2014 and has additional experience with GTS Consulting and Integrative Medicine of CNY. Outside of advising, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models and ongoing oversight.

Rose Neill is a financial advisor currently serving at Merrill Lynch Wealth Management. She holds the position of FSA - Merrill, where she focuses on helping clients develop strategies to pursue their financial goals. Rose has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), which support her expertise in retirement planning and investment advising. She completed her high school education at Pinnacle Charter High School. Her approach centers on uncovering what matters most to clients and their families to tailor financial strategies accordingly.

Corey King is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Advisors. Outside of advising, he serves as a servicing agent on outside life insurance contracts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Elijah Conte is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Incorporated since 2016. Outside of his advisory role, he serves on the boards of Paige's Butterfly Run, a nonprofit focused on pediatric cancer and rare blood disorders, and the Skaneateles Festival, a nonprofit music event. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary forward-looking capital market analyses developed by its Investment Strategy Group.

Bruce Deppoliti is a CFP® with 33 years of industry experience, currently affiliated with LPL Enterprise. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He also operates TMRW Financial Group as a financial planner. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Dean Wallace is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Linda Kessler is a financial advisor at LPL Enterprise with 36 years of industry experience. She holds the Series 63 designation and has previous experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse 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 programs through both advisory and brokerage channels.

Deborah Goode is a financial advisor at RBC Capital Markets with 38 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Elisa Jones is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 66 license and 19 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through employer-sponsored agreements.

Quinn Shamlian is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 15 years before joining RBC Capital Markets. Outside of his advisory work, he serves as treasurer for the Charles N. Gordon Wildlife Rehabilitation Center, participating in quarterly board meetings and managing financial tracking. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Christopher Lobo is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, incorporating a blend of in-house and third-party managers along with specialized services such as tax management and responsible investing options.

Michael Massoud is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2015 and also maintains longstanding roles at Master Planners & Associates and Massoud Financial Services. Outside of his advisory work, he is active as an agent offering life, fixed annuities, disability, and long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from various sources.

Kenneth Maag is a CFP® and Series 66-licensed financial advisor with Edward Jones in Liverpool, NY, where he has worked for 11 years. Prior to joining Edward Jones in 2015, no other firms are listed. He co-owns a second home rental property in Manteo, NC, managed by an outside agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Monk is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 12 years and United Financial Services for 9 years. Outside of her advisory role, she is involved with Hollywood & Little B, a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diversified advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.