Deborah Fix is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Hesse is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and four years of industry experience. He has worked at Equitable Advisors since 2021 and has prior experience in various roles including positions at Nike and Siena Food Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Teresa Marriner is a CFP® professional with 40 years of industry experience, currently affiliated with Raymond James Financial in Syracuse, NY. She has worked at Raymond James since 1999 and previously was involved with TDJ Home Enterprises LLC. Outside of her advisory role, she is an agent for Planned Results, Inc., a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional portfolio management.

Steven Horyl is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including roles at M&T Securities and M&T Bank. He also provides advisory services at AmeriCU Credit Union, where he has been active since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by research and model portfolios from LPL Research and third-party subadvisors.

Brian Conboy is a financial advisor with Mass Mutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 13 years of industry experience. Since 2015, he has been with MML Investors Services and MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Giovanni Vitale is a financial advisor with OSAIC based in North Syracuse, NY, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Securities America Advisors, Cadaret, Grant & Co., and as owner and advisor at J.S.D. and Associates, Inc. Outside of his advisory work, he is involved in a dry cleaning business through ownership with his wife. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage, investment advisory services, financial planning, and access to managed portfolios and third-party money managers. The firm utilizes asset-allocation tools and risk assessment techniques to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.

Gregory Perry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1989, providing financial guidance and wealth management services. Greg's work focuses on helping clients develop strategic and personalized wealth management plans using a Goal Based Approach to Wealth Management. Greg holds a bachelor's degree in Political Science and Economics from the University of Rochester, earned in 1987. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through Merrill Lynch, Greg offers his clients a range of financial services such as retirement planning, investment portfolio planning, and college planning. Greg resides in Manlius, New York, with his wife Jane and their four children.

Justin Jones is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Utica University and several businesses in the food and beverage and real estate sectors. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, emphasizing non-discretionary asset management and maintaining compliance with ERISA 3(21) and 3(38) service policies.

Mark Worden is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for the Crouse Hospital Foundation, contributing to policy oversight and community outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets and banking services.

Benjamin Loder is a financial advisor with LPL Financial in Liverpool, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and M&T Bank. He is also involved with United Wealth & Tax Services, Inc., which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Laurence Schnall is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret Grant & Co., Inc. and Key Investment Services LLC. Schnall is involved with Meridian Wealth Management in East Syracuse, NY, where he participates in activities related to non-variable insurance and serves as an investment related representative. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, incorporating discretionary and non-discretionary management along with research-driven model portfolios and alternative strategies.

Edward Shanahan is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Grow Wealth Partners, Macko Financial, Wells Fargo Advisors Financial Network, and experience in education with West Genesee School District and SUNY Oswego. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with tailored client intake processes.

Matthew Clark is a financial advisor with Edward Jones in Dewitt, NY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Parish Petro Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

James Sleeper is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include 14 years at Cadaret, Grant & Co., Inc., and over three decades at Capital Strategy Group Ltd. Sleeper is also involved with JBS Asset Management LLC, an entity related to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Brian Grooms is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling techniques.

Paul Rubacka is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines in East Syracuse, NY. He has been with the firm since 2016, including Financial Engines Advisors L.L.C. and its affiliate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Jeffrey Moro is a CFP® with 14 years of industry experience, currently serving at RBC Capital Markets. His prior experience includes over a decade at Morgan Stanley in various private bank and advisory roles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning solutions through multiple advisory programs, utilizing a combination of in-house and third-party investment managers.

Andrew Meyer is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, having been with MML Investors Services since 1983. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning supported by firm-approved analytical tools.

Jeffrey Boyea is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Outside of his advisory work, he is the owner of Classic Fish Art, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Vincent Mauro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Prudential Insurance Company of America, PRUCO Securities, LLC, and Cadaret, Grant & Co., Inc. Prior to joining LPL Enterprise, Mauro spent several years at Cadaret Grant and Company Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform that combines adviser programs with active sales of financial products.