Brendan Dunuwila is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with LPL Financial and previously held roles at Dunuwila Wealth Management, Commonwealth Financial Network, Voya Financial Advisors, Lincoln Investment, and Merrill. Dunuwila is also involved in business management through ownership of Dunuwila Wealth Management, LLC. 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 financial planning and portfolio management solutions, supported by extensive advisor tools and a broad non-advisory financial services platform.

Matthew Champion is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC and has held prior positions at Sagepoint Financial, Inc and The Prudential Insurance Company of America. Champion also owns a sole proprietorship focusing on insurance products, including Medicare, and serves as president of Excelsior Wealth Partners. OSAIC Wealth provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with multiple portfolio management options and supports clients through an extensive affiliate network and platform offerings.

Ronald Case is a CFP® professional with 23 years of industry experience, currently associated with LPL Financial since 2015. Prior to joining LPL, he worked at Cadaret, Grant & Co., Inc. for eight years. He holds Series 63 and Series 65 licenses. 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 access, and institutional platforms, supporting advisory services through a large network of investment adviser representatives using customizable investment strategies.

Dominick Sageer is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial since 2004 and concurrently serves Community Bank since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Mary O'Malley is a CFP®-certified financial advisor at LPL Enterprise with 11 years of industry experience. She has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. Mary serves as a board member of the Cazenovia Lion Club Foundation, a nonprofit organization. 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 employs a primarily model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Graham Demo is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, he worked at ReliaQuest for four years and has experience in both corporate and academic settings. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

John Ryan is a Series 66-licensed financial advisor with LPL Enterprise, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC, and has a long-standing role at Marquardt Switches Inc. John is also involved with the Manufacturers Association of Central New York in a vendor capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and a range of affiliated financial services.

Timothy Morgan is a financial advisor with Equitable Advisors in Camillus, NY, holding a Series 66 designation and 26 years of industry experience. He previously worked at Planning Sense, Inc. for eight years and has been with Equitable Advisors since 2000. Outside of his advisory role, he serves as a volunteer Scoutmaster and board member for the Boy Scouts of America in Mattydale, NY, and is a trustee for Father as of December 2024. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Michael Fasulo Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked for 20 years since 2006. Prior to this, he was associated with Axa Advisors, LLC for 14 years. Outside of his advisory role, he is an owner of BAMFFH, LLC in Manlius, NY. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Daniel Hennigan is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has a 50% ownership in Viking Smart Slot, a non-investment-related business based in Manilus, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

William Maffei is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1986 and brings over 40 years of experience in the investment business. William specializes in individual equities and fixed income, providing custom-designed portfolios tailored to meet each client's goals. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York at Cortland. William is based in Central New York and focuses on delivering a comprehensive wealth management strategy by working closely with clients to address their individual needs and assist them in making informed financial decisions.

Cole Henderson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and committee-based investment estimates.

Edward Rulison is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Annie Baker is a Series 66-licensed financial advisor with LPL Financial, bringing six years of industry experience. She has been affiliated with PBJ Wealth Management since 2020 and joined LPL Financial in 2026. Baker serves as a board member of Geddes Federal Savings & Loan Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment strategies through a large network of advisors and integrates various financial and banking partnerships.

Thomas Repass is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc, and National Planning Corporation. Outside of advisory work, he operates Thomas W Repass PLLC, offering mortgage, real estate, and non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and diverse investment options.

Nichole Moles is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Alexander Thrasher is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at VC Lawn and Snow and Mirabito Energy Products, among others, with a background spanning various sectors before joining the firm. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and partnerships with third-party asset managers.

Gregory Foster is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent thirteen years at BNY Mellon. Outside of his advisory role, he serves as executor of his parents’ will. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advisory models and fiduciary services.

Michael Steele is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 credential and has one year of industry experience, including prior roles at Solvay Bank and various positions at Binghamton University and Christian Brothers Academy. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services, utilizing both proprietary and third-party investment programs delivered through a large network of Investment Adviser Representatives.

Michael Kruszona is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. Outside of his advisory role, he is involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.