Theodore Binder is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for 19 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored strategies through a combination of in-house and third-party investment managers and model providers.

William Yard is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Since 2024, he has been with LPL Enterprise in Syracuse, NY. LPL Enterprise 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, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance products on an integrated platform.

David Becker is a Series 66-licensed advisor with Equitable Advisors in Syracuse, NY, beginning his financial services career in 2025. Prior to joining Equitable Advisors, he held various roles including positions at AmeriCU, Legends Sales Marketing LLC., and the Syracuse Stallions. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

John Colvin is a Wealth Management Advisor at Merrill Lynch Wealth Management in Syracuse, New York. He is a Senior Financial Advisor and a member of the M C S Group, collaborating with fellow Senior Financial Advisors Bill Maffei and David Schneid. Together, the team brings over 40 years of combined experience serving diverse clients including New York State employees, business owners, executives, healthcare professionals, retirees, and multigenerational households. John specializes in creating personalized wealth management strategies, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Drawing on the resources of Merrill Lynch, he guides clients through the pursuit of their financial goals with strategies tailored to their unique needs. He holds the Chartered Financial Consultant (ChFC®) designation as well as being a Personal Investment Advisor (PIA). John's educational background includes a High School Diploma from Union Springs High School and an Associate's Degree from Cayuga Community College. He is also actively involved in his community as a volunteer with the Cayuga County Chamber of Commerce. John resides in Auburn, New York, with his wife Leanna, their two children, and their cat. Outside of his professional activities, he enjoys sports including basketball, football, golf, racquetball, and is a Buffalo Bills season ticket holder.

Richard Kordas is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and serving as a Medicare Counselor since 2017. He also operates a tax preparation business and is a licensed public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with diverse model portfolios and research.

Lea Di Giovanni is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services, Hart Agency, Tompkins Community Bank, and Auburn City Schools. Outside of finance, she has experience in the hospitality sector, having worked at Osteria Salina. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Dylan Haak is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Strategic Financial Solutions. His work background also includes roles outside finance, such as positions at VKP Medical and Green Acres Ice Cream. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products via an integrated platform.

Michael Day is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Syracuse, NY. He has worked at M&T Securities, Inc. since 1998 and joined LPL Financial in 2021. In addition to his advisory role, he is employed by Wilmington Trust, N.A., where he primarily performs banking-related functions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with access to model portfolios and research.

Justin Johnson is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Orchard Registered Investment Advisors and is also involved with Tyda Services Inc. outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage products through an integrated platform.

Katherine Miller is a financial advisor at Morgan Stanley with 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2006. She holds the Series 63 designation and is based in Syracuse, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and analyses to support client financial plans.

Michael Campagna is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors and Community Bank. Outside of his advisory role, he is the owner of Silent Bell, LLC, a business entity established for tax and investment purposes. 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, financial planning, and brokerage services with both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Louis Goeckel is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Sagepoint Financial, Inc. and Key Investment Services LLC. Outside of advising, he serves as Treasurer for the NFL Alumni Upstate New York Chapter and is a co-patent holder of a face mask design seeking commercial production. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, efficient-frontier analysis, and access to third-party managers to construct and manage portfolios across a range of investment types.

Kenneth Williams is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial, Williams has worked with M&T Bank and M&T Securities since 2008. He also serves as a notary and performs financial institution duties for Wilmington Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by in-house research and third-party strategies.

Natasha Wilbur is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 17 years at M&T Securities, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from various sources.

Brett Holberg is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. He has worked at several firms including Equitable Advisors, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory role, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines advisory programs with other financial services.

Alex Dauksza is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Excelsior Wealth Partners and has held roles at St. Bonaventure University and Fayetteville Manlius High School. He also provides research reports through an investment-related LLC. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Joseph Viviano is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, and Royal Alliance. Outside of his advisory role, Viviano serves as an unpaid student mentor and guest speaker at Le Moyne College, volunteers with the United Way of Central New York, and holds board positions with Sustainability for Scholarships and the Association of Upstate New York. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolios constructed with a variety of asset classes managed on discretionary or non-discretionary bases, supported by advanced tools and third-party resources.

Michael Rossetti is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2017, following a brief tenure at MicRo Productions, LLC. Outside of his advisory role, he is employed by an affiliated entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary investment research and third-party data.

Daniel Werner is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and CareCentrix. Outside of advising, he is the owner of BACKHARO LLC, a business based in Rochester, NY. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to model wealth portfolios, combining advisor programs with the sale of financial products including insurance.

Patricia Brooks is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously with Mass Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is a business owner involved in the restaurant and bar industry as a partner at Talking Cursive Brewing Company in Syracuse, NY. 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 offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual engagements tailored to clients' goals.