Noah Mather is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at PRUCO Securities, LLC, Texas Roadhouse, and various other positions including part-time employment as an Instacart shopper. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes insurance products and collateralized lending services.

Justin Webb is a financial advisor at Equitable Advisors with eight years of industry experience. He has been with Equitable and its affiliated entities since 2017. Outside of his advisory role, Webb participates in freelance work through Amazon Mechanical Turk, engaging in tasks such as survey work and editing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

James Coppola is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors during the same period. Equitable Advisors serves individual investors across a broad spectrum, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Luis Romano is a financial advisor with LPL Financial in Fayetteville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. Before joining LPL Financial in 2021, he worked at M&T Securities from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a wide range of advisory programs and brokerage services through a national network of investment adviser representatives.

Christian Tague is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at OSAIC and Securities America, Inc. He is also involved with Song View Financial, a DBA under Equitable associated with Peter Tague. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Joseph Corona Jr. is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, he is involved in several family trusts and holds ownership interests in a few business entities unrelated to investment advisory. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Lisa Germain is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in portfolio management, personal retirement planning, and wealth planning for specific client groups including LGBT clients and women. Her focus also includes socially responsible and ESG investing, tax minimization, and retirement income strategies. With a career spanning several decades, Lisa applies her understanding of clients' life priorities to develop personalized financial plans that reflect their individual goals and aspirations. She manages discretionary investment strategies tailored to each client's unique needs utilizing a broad range of Merrill model portfolios and third-party strategies. Lisa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Alfred University. Lisa is active in professional and community organizations. She serves on the Women's Exchange Executive Committee at Merrill Lynch and is involved in the Community Mentor Program, which supports professional growth within the firm. Her personal interests include boating, golfing, painting, traveling, and adventure sports.

Kristin Housler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 16 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual client risk profiles using both in-house and third-party investment managers.

Jean Judge is a Series 63 licensed financial advisor with Morgan Stanley in Syracuse, NY, where she has worked since 2009. She has 24 years of industry experience. 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, including tailored financial planning supported by firm-approved tools and modeling techniques.

Peter Tague is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, SSN Advisory, and First Allied Advisory Services. He serves as President of PTFS Capital Inc., a corporation established for managing business expenses and payroll. 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 a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

Vincent Mikula is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles, including positions outside finance such as at Olive Garden and in education-related settings. 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 uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Matthew Healy is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, combining its own research and model portfolios with third-party asset management programs and a range of financial products.

John Muckenfuss is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2023. His prior experience includes roles outside the financial industry, such as positions at Rescuecom and Tops Grocery Store. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed platforms.

Timothy Mullane is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Mullane operates out of Dewitt, NY. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth portfolios, and access to third-party asset management. The firm combines advisory services with brokerage and insurance products through an integrated platform.

Taryn Farrington is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018, with prior roles at Morgan Stanley and M&T Bank. Farrington also maintains employment with M&T Bank, focusing primarily on banking-related functions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Demetri Pappa is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to his financial advisory role, he served in the United States Army from 2021 to 2025. 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 various third-party programs. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels.

Jeremy Di Cuffa is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Abraham is a financial advisor with UBS Financial Services in Syracuse, NY, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2006. Abraham serves on the Board of Directors for the Guardian Angel Society, a charity providing scholarships to economically sensitive children, and participates in its Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

David Martin is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Martin also provides financial planning services through Waypoint Partners, a business he operates alongside his advisory work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products within an integrated platform.

Eric Brown is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently affiliated with Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley and its related entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Brown serves on the boards of the Crouse Community Center and Elmcrest Children’s Center, participating in their finance and investment committees. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate a structured planning process without providing individual security recommendations as part of standalone plans.