Elisa Jones is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Clearing for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment modeling.

Quinn Shamlian is a financial advisor at RBC Capital Markets in Syracuse, NY, holding a Series 66 designation with 16 years of industry experience. Prior to joining RBC in 2024, he worked for Wells Fargo Advisors LLC for 15 years. Shamlian serves as treasurer for the Charles N. Gordon Wildlife Rehabilitation Center, where he participates in board meetings and oversees donation tracking. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm provides tailored investment advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a combination of in-house and third-party managers.

Christopher Lobo is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, incorporating a blend of in-house and third-party managers along with specialized services such as tax management and responsible investing options.

Michael Massoud is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL since 2015 and also maintains ongoing roles with Master Planners & Associates and Massound Financial Services. Outside of his advisory work, he is an agent offering life insurance, fixed annuities, disability, and long-term care products. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Joshua Howard is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services, among other firms. Outside of his advisory role, he is co-owner of Artist Dilemma LLC, an independent fine arts business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Maag is a CFP® and Series 66-licensed financial advisor with Edward Jones in Liverpool, NY, where he has worked for 11 years. Prior to joining Edward Jones in 2015, no other firms are listed. He co-owns a second home rental property in Manteo, NC, managed by an outside agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Monk is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co., Inc., United Financial Services, Key Investment Services LLC, and KeyBanc Capital Markets Inc. In addition to her advisory role, she has involvement in several business activities, including a non-variable insurance role and a separate business entity not related to investments. 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 asset management solutions, utilizing both proprietary research and third-party strategies across diverse investment options.

James Harris is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market outlook models.

Laurel Watkins is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at HSBC Securities, INVEST Financial Corporation, and Community Bank, where she currently serves in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Austin Mcintosh is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and concurrently holds a role at M&T Bank since 2018. His prior experience includes an internship with the Upstate Minority Economic Alliance and work at CNY Centro. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on customized and scalable investment solutions.

Ronald Pratt Jr. is a financial advisor with LPL Financial, holding a Series 63 license and eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and United Financial Services. Outside of his advisory role, he owns Team Pratt Racing, 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 portfolios, third-party asset management, and institutional platforms.

Ronald Molinari is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 63 designation and 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, employing tailored strategies implemented through a mix of in-house and third-party investment managers.

Chasity Jaynes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at LPL Financial since 2018 and has concurrent experience at Community Bank since 2016. Jaynes also provides administrative support to independent investment advisory firms OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of advisors.

David Keim is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2026, he spent 21 years at Commonwealth Financial Network. He is also the sole member of Keim Asset Management, LLC, an entity involved in securities and insurance 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment and planning solutions including model portfolios, third-party asset management, and institutional platforms.

Bradley Canavan is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. He previously worked with Avantax Investment Services and currently serves as a staff accountant with Gregory F Wilt CPA. In addition to his advisory role, he provides financial coaching focused on budgeting and debt management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multi-manager platform options.

Michael Pocyntyluk is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor entities since 2017. Outside of his financial advisory work, he streams video game content on Twitch. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Katelyn Kriesel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, ETFidea, LLC, Cadaret, Grant & Co., Inc., and Morgan Stanley. She serves as an elected Town Councilor for the Town of Manlius. 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 range of investment solutions including financial planning, model portfolio programs, and institutional platforms.

Richard Doyle is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 1999. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kevin Richardson is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked since 2022. He has three years of industry experience and previously held roles at Delta Sonic Car Wash, Cazenovia College, and the Village of East Syracuse Parks and Recreation. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Keegan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2026, he spent 18 years with Commonwealth Financial Network and has been involved with Diversified Wealth Strategies, LLC since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.