James Vavonese is a financial advisor with MassMutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 18 years of industry experience. He has been with MML Investors Services Inc and MassMutual Financial Group since 2009. 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 provides financial planning, asset management, and educational seminars, using client information and firm-approved tools to deliver ongoing, collaborative financial advice.

James Marshall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at M&T Bank, NYLife Securities LLC, and New York Life Insurance Co. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across a broad platform.

Jeremy Pyszczynski is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors, and offers a range of financial planning and consulting services.

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 advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held various positions including roles at the University at Buffalo, McDonald, Target, and in education at Cicero North-Syracuse High School and Gillette Road Middle School. Raad is also involved in a non-variable insurance agency as a financial professional. 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 entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David Anderson is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. He has operated his own CPA firm since 1988 and has served as an audit committee member for Mexico Academy and Central Schools since 2022. Anderson has been affiliated with Cetera and its related entities since 2004. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management strategies, combining discretionary and non-discretionary services across various program structures.

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 a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anna Bristol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including its predecessor AxA Advisors, as well as CXTEC prior to that. She serves as a member of the Board of Directors for Liverpool Turkey Trot, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party managers, offering investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 worked at Broadview Federal Credit Union and several other organizations prior to joining LPL Financial. Lapage also holds a licensed relationship banker role at Broadview Federal Credit Union. 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 advisory services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supporting advisors with advanced tools and a broad non‑advisory financial services platform.

Nicholas Stam is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 credential and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Tismart. Outside of his advisory role, he serves as the Head Cross Country Coach at Manlius Pebble Hill School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm’s advisory services include both discretionary and non-discretionary strategies supported by research and technology tools.

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.

Eric Sullivan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 25 years of industry experience. His prior roles include positions at Securities America, Inc., Cadaret, Grant & Co., Inc., and JDS Associates, Inc. He also operates Johnston's Tax Service, Inc., a tax preparation and accounting business. 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 portfolios, third-party asset management, and institutional platforms.

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 designations and 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, and is involved in several property management ventures as a minority owner and member of multiple limited liability companies. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through both firm-offered and third-party programs. The firm’s advisory approach includes risk assessment and matching clients to program models or discretionary managers, utilizing mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Coomes Jr. is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Quest Financial Services and Cadaret, Grant & Co., Inc. for 22 years and spent one year with Equitable Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Alfred Merchant is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 20 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved as an owner in a maritime business and participates in a boat racing LLC. 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, supported by advanced research tools and a broad network of over 22,800 advisors.

Kathleen Musial is a financial advisor at Merrill with Series 63 and Series 66 credentials and 42 years of industry experience. She has been with Merrill since 1981 and with Merrill Lynch since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.