Herbert Hooley Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Becker Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked previously in education and service roles, including positions at West Genesee School District and Delta Sonic Car Wash. 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 implement client recommendations.

Samantha Jebbett is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. She works on a team of four advisors, focusing on comprehensive financial planning aimed at helping clients achieve their financial goals both during their careers and in retirement. Samantha's approach emphasizes understanding clients' unique situations to develop personalized strategies that address retirement income, tax minimization, and family wealth management. With expertise in areas including college education planning, personal retirement planning, and managing wealth for women, Samantha strives to guide clients through the complexities of investing and retirement planning. She collaborates closely with CPAs and attorneys to provide integrated support tailored to clients' long-term objectives. Her mission includes helping clients navigate the challenges of longer retirements and rising healthcare costs to secure the retirement they have planned for. Originally from Rochester, NY, Samantha earned her Bachelor's Degree from Syracuse University and has resided in Syracuse since. Outside of her professional role, she enjoys activities such as playing trivia, completing the New York Times Crossword, lifting weights, cooking, hiking, reading, rock climbing, spending time with family, and traveling. Samantha holds the Personal Investment Advisor (PIA) designation.

James Vavonese is a financial advisor with MassMutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 18 years of industry experience. He has been with MML Investors Services Inc and MassMutual Financial Group since 2009. MassMutual Investors Services, LLC 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 client information and firm-approved tools to deliver ongoing, collaborative financial advice.

James Marshall is a financial advisor with LPL Financial based in Jamesville, NY, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes positions at M&T Bank and New York Life Insurance Company and its subsidiaries. He is associated with Wilmington Advisors at M&T, an entity involved in 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 of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management approaches.

Jeremy Pyszczynski is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC 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, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Jack Aronson is a financial advisor at Morgan Stanley in Syracuse, NY, holding Series 66 and Series 63 licenses with one year of industry experience. His prior experience includes roles at Fidelity Investments and various other positions outside the financial sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes firm-approved tools and methodologies, with a broad range of financial products and services available.

Raad Mleiti is a financial professional at LPL Enterprise LLC with one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in various roles including positions at McDonald and Target, and spent several years in educational roles at Cicero North-Syracuse High School and Gillette Road Middle School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth management portfolios and third-party asset management programs. The firm integrates advisory and brokerage services with insurance products and a collateralized lending program.

Luke Sciarrone is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked at several firms including The Prudential Insurance Company of America and Equitable Advisors. His background also includes roles outside the financial industry, such as work at Mayers Cider Mill and teaching positions at SUNY Brockport and Monroe Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to multiple investment programs through a platform that integrates advisory and brokerage capabilities along with affiliated insurance products.

Anna Bristol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including its predecessor AxA Advisors, as well as CXTEC from 2015 to 2017. Outside of her advisory role, she serves on the Board of Directors for the Liverpool Turkey Trot, Inc. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

David Johnson is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank. 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 a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Beau Lapage is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Broadview Federal Credit Union and Rapid Response Monitoring. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Nicholas Stam is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Tismart. Outside of his advisory role, Stam serves as the head cross country coach at Manlius Pebble Hill School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management approaches.

Michael Wirtheim is a financial advisor at RBC Capital Markets with 24 years of industry experience, including 20 years at UBS Financial Services. He holds the Series 66 designation. Wirtheim serves as Board President for Enable, a nonprofit organization supporting people with disabilities in Syracuse. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a range of advisory programs that include portfolio management, financial planning, and brokerage services.

Eric Sullivan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America, Cadaret, Grant & Co., and JDS Associates, alongside managing Johnston's Tax Service, a tax preparation and accounting business he has operated since 1997. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Mark Demo is a financial advisor at Stifel with 35 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market methodology from its Investment Strategy Group.

Hope Zuccaro is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and 14 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. In addition to her advisory role, she is an independent owner and distributor with Market America. 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.

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.

Alfred Merchant is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He previously spent 20 years with Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved in business ventures including ownership of a maritime business and membership in a boat racing LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by extensive research and multiple management options.

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.