Benjamin Loder is a financial advisor at LPL Financial with six years of industry experience. He has held roles at Cadaret Grant & Co., Inc., M&T Bank, and United Financial Services. Loder is also involved with United Wealth & Tax Services, Inc., providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Shanahan is a Series 66-licensed advisor with Equitable Advisors in Syracuse, NY. He has one year of industry experience with prior roles at Grow Wealth Partners, Macko Financial, and Wells Fargo Advisors Financial Network. Before entering the financial industry, he worked in the West Genesee School District and attended SUNY Oswego. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Brian Grooms is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling techniques.

Robert Antonacci III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Before joining LPL Financial in 2023, he worked at Cadaret, Grant & Co., Inc. and AXA Advisors. He is also the owner and operator of an accounting and tax preparation business specializing in corporate, personal, partnership, trust, and sales tax returns. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse range of non-advisory financial activities.

Andrew Meyer is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, having been with MML Investors Services since 1983. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning supported by firm-approved analytical tools.

Jeffrey Boyea is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group Inc for 11 years. Outside of his advisory work, he is the owner of Classic Fish Art, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advisers utilizing both proprietary and third-party investment strategies.

Kristin Walts is a financial advisor with LPL Financial, holding a Series 63 designation and 13 years of industry experience. She has worked at LPL Financial and NBT Bank since 2017 and previously at Scottrade for one year. Outside of her advisory role, she is involved with NBT Insurance Agency, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad array of investment options and advisor support tools.

Vincent Mauro is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, and Cadaret, Grant & Co., Inc. He is based in Warners, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Timothy Besio is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at Besio Consulting Group Ltd, Blue Owl Capital, The Carlyle Group, and PricewaterhouseCoopers LLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources.

Alexander Henn is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and over 24 years of industry experience. He has worked at Equitable Advisors since 2002, including its predecessor Axa Advisors. Beyond his advisory role, he serves on the boards of the Mallards Landing Home Owners Association and The Reading League in Syracuse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory models and third-party programs to tailor investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kelly Varnum is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and bringing 11 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Ryan Pyland is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles at Nascentia Health and RP Consulting, as well as experience at Syracuse University and Solvay Bank. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and related services.

Samuel Reilly is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2016. Prior to his financial advisory career, he worked at Dicks Clothing & Sporting Goods for one year. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, including third-party program sponsors and discretionary management within its SAM program, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nathan Melfi is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including The Prudential Insurance Company of America and Northwestern Mutual Insurance Company. Outside of advising, he has operated Moro'S Kitchen since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Christopher Bruna is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2004. He is also associated with a business entity, Robert G Rood and Associates, related to investment for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Nicholas Dusckas is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and possessing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1993. He also operates under the DBA Dusckas Advisory Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its extensive network of advisors, offering diversified investment strategies and institutional platforms.

Steven Grzelka is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding a Series 66 designation and having 20 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, Grzelka serves as a football and lacrosse official and is vice president of a tax planning and bookkeeping business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized services including divorce planning and event-driven strategies.

Gary Casab is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include work at D'arcangelo Financial Group, Paradigm Consulting, and Royal Alliance Associates. Casab is also involved in Community Bank and The Carta Group in capacities related to financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with an emphasis on customizable investment strategies, supported by extensive operational tools and a broad platform of financial products.

John Benns Jr. is a financial advisor at LPL Enterprise with 17 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in non-variable insurance activities aligned with his advisory business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Paul Ridley is a Financial Advisor with Merrill Lynch Wealth Management based in Syracuse, NY. He specializes in assisting individuals, families, retirees, and business owners with financial planning, investment management, retirement planning, insurance strategies, and wealth management. Paul works closely with clients to develop personalized financial strategies that align with their unique goals and values. With over 15 years of experience, Paul has held roles in financial planning, wealth advisory services, investment consulting, and financial education. Prior to joining Merrill, he served as a financial advisor in Syracuse and has worked with leading financial institutions such as Fidelity Investments and Goldman Sachs in New York City. Paul's professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's degree from the University of Kentucky. Paul is engaged in community organizations including the Genesis Group, Habitat for Humanity, Helping Hounds, and Humane CNY.