Alexandra Carbone is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Ascent Wealth Partners and multiple academic appointments. Outside of finance, she has worked at Harley Davidson of Utica and The Fitness Mill. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Jessica Carroll is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation. She has experience in the financial services industry since 2021, including roles at Commonwealth Financial Network and Northwestern Mutual. Outside of finance, she has been involved with Shamrock Bar through LESS Enterprises since 2023. 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 services delivered through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Garrett Clegg is a financial advisor at RBC Capital Markets in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Bankers Life and Casualty Company and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Robin Roberts is a CFP® with 26 years of experience, currently serving at Raymond James Financial and Planned Results, Inc. He has held various roles since 1998, including financial advisor and operations manager at Planned Results, Inc. Outside of his advisory duties, Roberts is also a licensed life insurance agent and operates a personal income tax preparation service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting offerings.

Avis Hill is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Ryan York is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Cadaret, Grant & Co., Inc., Pinnacle Investments, LLC, and Morgan Stanley. Outside of his advisory work, York teaches at Syracuse University and manages a tax preparation and accounting firm, York Capital, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a range of investment programs through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. for nine years before joining Cambridge in 2025. Dunseath is also active as an insurance agent through M&D Financial Agency. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Mark Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Advisors since 2015 in two separate tenures and previously held roles at Raymond James Financial Services and Crux Wealth Advisors. Bailey is also the owner of BWCM, LLC DBA Bailey Financial Group, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Peter Babbles Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kamille Sorber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time with its predecessor firm, AxA Advisors. Equitable Advisors serves individuals across a wide range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory platforms and proprietary tools.

Patricia Black is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee for the Syracuse Diocesan Investment Fund and on the board and pension and compliance subcommittees for Crouse Health Systems. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services across retail and institutional sectors.

Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Michael Kent is a financial advisor at LPL Financial in Syracuse, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2018, following prior roles at INVEST Financial Corporation and Community Investment Services. 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 third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Ronald Gniazdowski is a financial advisor with LPL Enterprise, holding a Series 63 license and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Mutual of Omaha Investor Services. He is also involved with the New Buffalo Group, where he receives overrides from Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities. The firm primarily implements model-driven investment strategies and offers access to third-party asset managers, along with insurance and trust services through affiliated entities.

Matthew Govendo is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Northwestern Mutual in various capacities. Outside of his advisory role, he is the owner of Elite Wealth Management Group, an advisory business focused on helping clients select appropriate managers and portfolios. OSAIC serves a wide range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and the use of third-party and proprietary strategies.

Tracie Mc Carthy is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2017, following a one-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that leverages firm-approved tools and scenario modeling.

Deborah Griffith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked for Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. Griffith serves on the Board of Trustees for the Union Academy of Belleville, focusing on maintaining the institution’s historical integrity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Maureen Novak is a CFP® with 27 years of experience, currently serving at Morgan Stanley in Syracuse, NY. She has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is a partner in a real estate business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions. The firm manages trillions in client assets and employs structured planning tools without offering individual security recommendations in standalone planning.

William Kriesel is a CFP® professional affiliated with LPL Financial, bringing 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network and B&C Planning Services LLC. Kriesel is also co-owner of Diversified Capital Management, a private entity engaged in securities, advisory, and insurance 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, and institutional platforms, supported by extensive technology and a broad array of non-advisory financial activities.