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.

Leyla Morgillo is a CFP® professional with 14 years of industry experience, currently serving as an advisor with LPL Financial. Her prior experience includes roles at Madison Financial Planning Group, Commonwealth Financial Network, and Lincoln Financial Advisors. She is also the secretary of the Kirkville Fire District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Nicole Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. She is a co-owner of Crossbridge Financial Group of CNY, where she dedicates her full professional time and has been involved since 2025. Prior to joining LPL Financial, she worked at several firms including Commonwealth Financial Network and Northwestern Mutual Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment approaches including model portfolios, third-party asset management, and customized strategies supported by advanced operational and research tools.

David Crapser is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Mark Squairs is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Sagepoint Financial, Cadaret, Grant & Co., and Guardian Life. He is also a senior partner at Squairs Planning Services, LLC, a financial planning firm based in Syracuse, NY. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Deepal Shah is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Shah owns and oversees operations at Elmwood Wine and Liquors and Meraki Holdings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Samuel Conde is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Scott Johnston is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Johnston serves as the treasurer for the Syracuse Executives Association private foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques.

Benjamin Hussong is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Outside of advising, he is involved in media through a radio, TV, and podcast venture called Sports Clicks and Politics and owns two local businesses, Charlees Ice Cream, Inc. and CNY Quick Quality Decks, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies on discretionary or non-discretionary bases.

Charles Pike is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, with a career spanning over three decades, and has operated his own accounting and tax preparation practice since 1979. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Linda Brown is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Cadaret, Grant & Co., MassMutual, and Mmlisi. Outside of her advisory work, she teaches water aerobics as a fitness instructor at the YMCA in Baldwinsville, NY, and serves as a Notary Public for the State of New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated financial planning, custody, and brokerage services.

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 a Series 66 designation and has worked at Equitable Advisors and related entities, as well as having roles in education at West Genesee School District and SUNY Cortland. Outside of advisory roles, he has experience in the car wash industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, using both proprietary and third-party investment solutions.

Samantha Jebbett is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been working since 2015. She is part of a team of four advisors focused on financial planning to assist clients in achieving their financial goals throughout their careers and into retirement. Her expertise includes college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Samantha emphasizes personalized strategies tailored to each client's unique objectives and collaborates with CPAs and attorneys to provide comprehensive service. Samantha holds a Bachelor's Degree from Syracuse University and the Personal Investment Advisor (PIA) designation. Originally from Rochester, NY, she resides in Fairmount with her significant other and their two cats. Outside of work, she enjoys playing trivia in local restaurants, completing the New York Times Crossword, and weightlifting.

James Vavonese is a financial advisor with Mass Mutual Investors Services in Syracuse, NY. He holds the Series 63 designation and has 19 years of industry experience. He has been with MML Investors Services Inc and MassMutual Financial Group since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.