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 with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., United Financial Services, and KeyBanc Capital Markets Inc. She is involved in a business entity called Hollywood & Little B, which is not investment related. 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 and access to third-party asset management, utilizing a mix of model portfolios, subadvisors, and customized strategies.

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 credentials and bringing 26 years of industry experience. She has worked at LPL Financial since 2012 with prior roles at HSBC Securities (USA) Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. In addition to her advisory work, she is involved with Community Bank, N.A. 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, utilizing a variety of investment strategies and operational tools.

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.

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.

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.

Brian Mcknight is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked previously at CORE Federal Credit Union and CFCU Community Credit Union. In addition to his advisory role, he is a commissioned notary in the state of New York. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Walker is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Equitable Advisors since 1999, including its prior incarnation as AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, 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 representatives, utilizing both proprietary and third-party investment solutions.

Matthew Tarby is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, bringing two years of industry experience. Before joining Equitable Advisors, he held various roles across retail and service industries and attended Le Moyne College. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs utilizing both proprietary and third-party solutions.

Gregory Ronneburger is a CFP® with 25 years of industry experience currently advising at Equitable Advisors since 2001. His career includes nearly two decades at Axa Advisors, LLC. He serves on the advisory board for Le Moyne College Madden School of Business and owns MVP Performance Consulting, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary management, serving both non‑high-net-worth and high-net-worth clients.

Kurt D'Angelo is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AxA Advisors and spent 15 years with Oswego Central School District. He serves as Treasurer on the board of the Fulton Wrestling Club. 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 offers various advisory programs supported by third-party asset managers and focuses on matching clients with suitable investment models based on their personal and plan information.

Mac Cadaret Jr. is a financial advisor at LPL Financial with 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for 28 years. He holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Paul Haschytz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for more than four decades. Outside of his advisory role, he serves on the board of the Caroga Evangelical Chapel, handling financial recordkeeping and disbursements. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a broad network of investment adviser representatives.