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 licenses and possessing 26 years of industry experience. Her prior roles include positions at HSBC Securities, INVEST Financial Corporation, and Community Bank, where she currently serves in a financial institution capacity. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

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 27 years of industry experience. He has worked with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes matching clients to appropriate investment models and third-party managers while offering ERISA fiduciary services to qualified plans.

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.

Edward Cuello is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Cuello is a co-founder of the Latino Professional Network of Syracuse, a regional networking organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm uses model-driven portfolios developed by internal research and third-party strategists and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Anthony Cerra is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Katelynn Prestipino is a Series 66-licensed financial advisor with LPL Enterprise, LLC, based in Syracuse, NY, and has one year of industry experience. She previously worked with NYLIFE Securities LLC and New York Life Insurance Company for four years. Outside of finance, her background includes roles in retail and service industries such as hair salon and food service. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach combining proprietary research and third-party portfolio strategies and offers access to various financial planning tools and insurance products through affiliated entities.

Lukasz Pogon is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. He has also been involved with Dr. Lee Cosmetics Corp and previously worked in various other sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily offers model-driven investment implementation and access to third-party managers, alongside affiliated insurance and trust services.