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.

Kenneth Walcyk is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Metlife Securities, and Mass Mutual Investors Services. He is also the 100% owner of Walcyk Financial Services, a marketing business, and serves as co-trustee for the Joyce Irrevocable Trust. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, with assets under management exceeding $256 billion across more than 10,000 advisors.

David Towers is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cody Perkov is a financial advisor with Ameriprise in East Syracuse, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tamara Hogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2014 and has additional experience with GTS Consulting and Integrative Medicine of CNY. Outside of advising, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models and ongoing oversight.

Rose Neill is a financial advisor currently serving at Merrill Lynch Wealth Management. She holds the position of FSA - Merrill, where she focuses on helping clients develop strategies to pursue their financial goals. Rose has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), which support her expertise in retirement planning and investment advising. She completed her high school education at Pinnacle Charter High School. Her approach centers on uncovering what matters most to clients and their families to tailor financial strategies accordingly.

Corey King is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Lincoln Financial Advisors, and Equitable Advisors. Outside of advisory roles, he serves as a servicing agent on outside life insurance contracts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers financial planning, access to external asset managers, and a Model Wealth Portfolios wrap program.

Elijah Conte is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Incorporated since 2016. Outside of his advisory role, he serves on the boards of Paige's Butterfly Run, a nonprofit focused on pediatric cancer and rare blood disorders, and the Skaneateles Festival, a nonprofit music event. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary forward-looking capital market analyses developed by its Investment Strategy Group.

Bruce Deppoliti is a CFP® with 33 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He also operates as a financial planner under TMRW Financial Group. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment portfolios developed by LPL’s Research Department and other strategists.

Dean Wallace is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Linda Kessler is a financial advisor at LPL Enterprise with 37 years of industry experience. She holds the Series 63 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 1989. 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 primarily uses model-driven investment implementation with access to third-party asset managers and offers financial planning, trustee services, and insurance products through affiliated entities.

Deborah Goode is a financial advisor at RBC Capital Markets with 38 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.