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 with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he held various roles including positions in education and retail. He is also engaged in non-variable insurance activities related to his financial services work. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and insurance products through an integrated platform.

David Anderson is a financial advisor with Cetera in Cicero, NY, holding a Series 63 license and bringing 24 years of industry experience. He also operates a public accounting firm as a CPA since 1988. Anderson serves as an audit committee member for the Mexico Academy and Central Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Sydney Hopkins is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Hopkins worked at SRC, Inc., WSYR NewsChannel9, and WVNS Fox59. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors across 15,000 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

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 based in Syracuse, NY, with eight years of industry experience. She has worked at Equitable Advisors since 2017 and previously worked at AxA Advisors and CXTEC. She serves as a director on the board of Liverpool Turkey Trot, Inc. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

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.

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 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors. Outside of his advisory role, Leone is involved in property management through minority ownership and membership in several limited liability companies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management via LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

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.

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 with Merrill in Syracuse, NY, holding Series 63 and Series 66 registrations and bringing 42 years of industry experience. She has worked at Merrill since 1981, including 29 years with Merrill Lynch. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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.