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 with LPL Enterprise holding a Series 66 credential and five years of industry experience. He has worked at several firms, including The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base ranging from individual investors to corporate and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program.

Roberta Cifaratta is a financial advisor with Merrill in Syracuse, NY, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked at Merrill since 2007 and has been affiliated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients. The firm integrates strategic and tactical asset allocation with trading and custody support as part of the Bank of America group.

Andrew Ewanyk is a financial advisor with LPL Financial in Camillus, NY, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill from 2007 to 2016 and BNY Mellon from 2016 to 2017 before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies.

Lauren Kenny is a financial advisor with Ameriprise in Baldwinsville, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she co-owns a real estate investment LLC with her husband. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Stefanie Peters is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial industry, she focuses on assisting individuals, families, and business owners in growing, protecting, and preserving their wealth through personalized strategies. Her approach emphasizes listening carefully to clients, developing tailored financial plans, and providing ongoing guidance to enable clients to make informed decisions with confidence. Stefanie’s expertise spans concentrated stock strategies, wealth management, portfolio evaluation, estate and financial planning, business succession planning, and retirement planning. Stefanie holds a Bachelor's Degree from the University of Delaware and the Personal Investment Advisor (PIA) designation. Her client focus areas include education and legacy planning, liquidity management, managing new wealth, retirement planning and income, tax minimization, and strategies for women and wealth. She is committed to building strong relationships through accessible, knowledgeable, and experienced service, helping clients navigate critical financial decisions. In addition to her professional responsibilities, Stefanie participates in community service activities, including volunteering with the West Side Campaign Against Hunger. Her personal interests include biking, cooking, dancing, football, golfing, ice hockey, spending time with family, traveling, watching movies, and practicing yoga.

David Vinciguerra is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. Vinciguerra is also president of JSD & Associates, Inc., a corporation through which he conducts securities business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions and uses firm-provided tools for portfolio construction and management across various asset classes.

Frederick Kessler Jr. is a ChFC® professional with 52 years of industry experience, currently with Mass Mutual Investors Services. His prior work includes roles at New England Securities and MSI Financial Services, Inc. He serves on the board of an elder care organization, Loretto, and owns a pension services firm, F P Kessler Jr & Associates TPA LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning approaches to deliver customized recommendations.

Joanna Ferguson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in a non-investment business as a gift shop buyer for Village Hardware in Baldwinsville, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephanie Ruffo is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory models, including third-party programs and discretionary management options, and offers ERISA fiduciary services through credentialed representatives.

Robert Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, including 15 years with LPL Financial. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and investment strategies.

Matthew Vitale is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at CETERA Financial Specialists LLC, The Terzolo Financial Group, and Le Moyne College. Vitale is also involved in a non-variable insurance agency in Camillus, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Paul Coir is a financial advisor with Ameriprise in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its related entities since 2017 and previously worked with Young Life for nine years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies and algorithmic support to deliver tailored recommendation reports.

Robert Hagen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Hagen serves as a board member of the Elsa and Peter Soderberg Charitable Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual clients, plans, corporations, and institutional clients. The firm offers a range of advisory programs primarily delivered through third-party asset managers and focuses on matching clients to suitable investment models based on risk tolerance and personal information.

Kelly Weyer is a financial advisor with UBS Financial Services in Syracuse, NY. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Equitable Advisors, AxA Advisors, and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations, market-making, and affiliated banking programs.

Gabriella Cahl is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Pinnacle Investments, LLC, Gaylord Archival, and JPMorgan Chase. Outside of her advisory roles, she has been involved with Onondaga Community College since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory services.

Kevin Joy is a financial advisor at Raymond James Financial with a Series 66 designation and over 10 years of industry experience. His prior roles include positions at HPS Investment Partners and Tompkins Financial Advisors. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Whalen is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. Prior to his advisory role, he has worked with Allied Universal since 2011 as a security officer and also serves as an EMT/Driver for Lafayette Ambulance. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of investment representatives and emphasizes the use of third-party advisory programs and models tailored to clients’ risk tolerance and goals.

Vincent Beals is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2003, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, he holds power of attorney for close family members. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm leverages third-party asset managers and advisory programs, focusing on tailored investment solutions without sponsoring its own wrap fee program.