Vincent Beals is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of his advisory role, he holds power of attorney for his wife, mother, and father. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers and offers a range of investment options, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Eric Petranchuk is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining RBC, he worked at UBS Financial Services, Key Private Bank, Allstate Insurance, TIAA-CREF, and KeyBanc Capital Markets. Outside of finance, he was involved in the craft brewing industry through Full Boar Craft Brewery for seven years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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 at LPL Enterprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

David Becker is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at AmeriCU and marketing roles with Legends Sales Marketing LLC. Outside of advising, he has experience with the Syracuse Stallions and Carrier Dome Changeovers. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary tools and third-party asset managers.

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 bringing 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and Medicare counseling. In addition to advising, he is a tax preparation business owner and a public notary. 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.

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 Series 66 licensed financial advisor with LPL Enterprise, based in Syracuse, NY, with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Strategic Financial Solutions. Outside of financial services, he has experience working in the food and retail sectors. LPL Enterprise 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 and third-party strategists, with a focus on access to third-party asset managers and financial planning services.

Michael Day is a CFP® with 35 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2021, following a 23-year tenure at M&T Securities, Inc. He is based in Syracuse, NY. Outside of advisory work, he has been employed by Wilmington Trust, N.A., focusing primarily on banking-related functions. 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, supported by a large network of investment adviser representatives.

Justin Johnson is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Orchard Registered Investment Advisors and is involved with Tyda Services Inc. outside of his advisory role. LPL Enterprise serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and brokerage services.

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 with LPL Financial in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and Community Bank, and he has ownership in Silent Bell, 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 other institutions through a wide range of advisory and brokerage services.

Louis Goeckel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Key Investment Services, LPL Financial, and HSBC Securities. Outside of his advisory work, he is the treasurer for the NFL Alumni Upstate New York Chapter and is a co-patent holder for a face mask design. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization across various programs.

Kenneth Williams is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at M&T Bank since 2008 and M&T Securities from 2008 to 2021, as well as a brief tenure at HSBC Securities (USA) Inc. in 2008. Outside of advisory services, he serves as a notary and performs financial institution duties with Wilmington Trust. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Natasha Wilbur is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and the Series 66 license. She has 23 years of industry experience, including 17 years at M&T Securities, Inc. before joining LPL Financial in 2021. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Brett Holberg is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Equitable Advisors, and Axa Advisors. Outside of advising, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, with additional services in financial planning, insurance, and affiliated trust custody.

Alex Dauksza is a financial advisor with OSAIC based in Syracuse, NY, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Excelsior Wealth Partners and has experience in research report preparation as a registered assistant for an investment-related LLC. He also has a background in education, having worked at St. Bonaventure University and Fayetteville Manlius High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting a variety of program types and strategies.

Joseph Viviano is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Private Advisor Group, LPL Financial, Royal Alliance, Cadaret, Grant & Co., Inc., and Equitable Advisors. Outside of his advisory role, he serves as an unpaid student mentor and guest speaker at LeMoyne College's Madden School of Business, and holds volunteer board positions with Sustainability for Scholarships and the Association of Upstate New York. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory programs supported by a model-based investment process and multiple affiliated platforms. The firm is noted for its scale, complex affiliate network, and recent consolidation activity.

Frank Torelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and CFCU Community Credit Union since 2014. Torelli also operates a wealth management business located at CFCU Community Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.