Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Peter Babbles Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kamille Sorber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time with its predecessor firm, AxA Advisors. Equitable Advisors serves individuals across a wide range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory platforms and proprietary tools.

Patricia Black is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee for the Syracuse Diocesan Investment Fund and on the board and pension and compliance subcommittees for Crouse Health Systems. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services across retail and institutional sectors.

Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Michael Kent is a financial advisor at LPL Financial in Syracuse, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2018, following prior roles at INVEST Financial Corporation and Community Investment 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 and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Ronald Gniazdowski is a financial advisor with LPL Enterprise, holding a Series 63 license and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Mutual of Omaha Investor Services. He is also involved with the New Buffalo Group, where he receives overrides from Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities. The firm primarily implements model-driven investment strategies and offers access to third-party asset managers, along with insurance and trust services through affiliated entities.

Tracie Mc Carthy is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2017, following a one-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that leverages firm-approved tools and scenario modeling.

Deborah Griffith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked for Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. Griffith serves on the Board of Trustees for the Union Academy of Belleville, focusing on maintaining the institution’s historical integrity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Maureen Novak is a CFP® with 27 years of experience, currently serving at Morgan Stanley in Syracuse, NY. She has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is a partner in a real estate business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions. The firm manages trillions in client assets and employs structured planning tools without offering individual security recommendations in standalone planning.

William Kriesel is a CFP® professional affiliated with LPL Financial, bringing 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network and B&C Planning Services LLC. Kriesel is also co-owner of Diversified Capital Management, a private entity engaged in securities, advisory, and insurance 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 portfolios, and institutional platforms, supported by extensive technology and a broad array of non-advisory financial activities.

Gregory Burns is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management based in Syracuse, New York. He began his career with Merrill in 1990 at the New York City, 5th Avenue office. In his current role, he focuses on wealth management investment and planning strategies, working with individuals and small businesses to help them achieve their financial goals and objectives. Greg specializes in investment management strategies, retirement income, estate planning services, wealth transfer, philanthropic giving strategies, and qualified retirement plans. He and his team utilize a Goals Based strategy to wealth management that emphasizes understanding and prioritizing clients' financial goals and objectives. Gregory holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and is also a Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor's degree in Psychology from Syracuse University. Outside of his professional career, Gregory resides in Fayetteville with his wife Amy and their three children. He is involved in youth sports and fundraising activities and enjoys biking, boating, golfing, reading, running, skiing, tennis, and traveling.

Scott Harlander is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 63 designation and 41 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a blend of in-house and third-party investment managers.

Deven Coleman is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he was involved with 325 Productions, LLC for seven years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and offers both proprietary and third-party investment solutions.

Stephen Wisniewski is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously worked under the Axa Advisors name through 2020. Wisniewski serves as President and a board member of The Great Mexico Chamber of Commerce in Mexico, NY. 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 range of advisory models implemented through third-party managers and sponsor programs, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stephen Hasso Jr. is a financial advisor with LPL Enterprise holding CFP®, ChFC®, and Series 63 designations, and has 44 years of industry experience. His prior firms include Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., National Life Group, and MSI Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Jacob Binder is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of finance, he was involved with the Idaho Falls Chukars and Oneida Nation Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Thomas Donahue is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 14 years. Donahue is a member of Thomas P. Donahue & Associates, LLC, which provides insurance sales and services, and he serves on the boards of two nonprofit organizations, including the Central New York Ski Racing Foundation. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary strategies, third-party managers, and proprietary investment models.

Garry Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at LPL Financial, Community BANK, INVEST Financial Corporation, and Signator Investors. He serves on the Finance Committee and Board of Elmcrest Children Center and is a member of the Taishoff Center Advisory Council. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through Investment Adviser Representatives and third-party sponsors, focusing on personalized investment strategies and ERISA fiduciary services.

Erin Hannan is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked at Knit Manufacturing Solutions and American Fashion Network. She also hosts a women's networking group focused on event planning and marketing. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers model portfolios, third-party advisory programs, and fiduciary services for qualified plans.