Katherine Miller is a financial advisor at Morgan Stanley with 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2006. She holds the Series 63 designation and is based in Syracuse, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and analyses to support client financial plans.

Michael Campagna is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors and Community Bank. Outside of his advisory role, he is the owner of Silent Bell, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Louis Goeckel is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Sagepoint Financial, Inc. and Key Investment Services LLC. Outside of advising, he serves as Treasurer for the NFL Alumni Upstate New York Chapter and is a co-patent holder of a face mask design seeking commercial production. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, efficient-frontier analysis, and access to third-party managers to construct and manage portfolios across a range of investment types.

Kenneth Williams is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial, Williams has worked with M&T Bank and M&T Securities since 2008. He also serves as a notary and performs financial institution duties for Wilmington Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by in-house research and third-party strategies.

Natasha Wilbur is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 17 years at M&T Securities, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from various sources.

Brett Holberg is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. He has worked at several firms including Equitable Advisors, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory role, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines advisory programs with other financial services.

Alex Dauksza is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Excelsior Wealth Partners and has held roles at St. Bonaventure University and Fayetteville Manlius High School. He also provides research reports through an investment-related LLC. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Joseph Viviano is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, and Royal Alliance. Outside of his advisory role, Viviano serves as an unpaid student mentor and guest speaker at Le Moyne College, volunteers with the United Way of Central New York, and holds board positions with Sustainability for Scholarships and the Association of Upstate New York. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolios constructed with a variety of asset classes managed on discretionary or non-discretionary bases, supported by advanced tools and third-party resources.

Michael Rossetti is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2017, following a brief tenure at MicRo Productions, LLC. Outside of his advisory role, he is employed by an affiliated entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary investment research and third-party data.

Daniel Werner is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and CareCentrix. Outside of advising, he is the owner of BACKHARO LLC, a business based in Rochester, NY. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to model wealth portfolios, combining advisor programs with the sale of financial products including insurance.

Patricia Brooks is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously with Mass Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is a business owner involved in the restaurant and bar industry as a partner at Talking Cursive Brewing Company in Syracuse, NY. MassMutual 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 comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual engagements tailored to clients' goals.

Diane Mowry is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Outside of her advisory role, she volunteers with the American Heart Association and Zonta International’s Auburn Chapter. 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 third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Thomas Austin is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at UBS Financial Services for 34 years. Outside of his advisory role, he is a partner at Comstock Properties LLC, a real estate business involved in mortgage collection. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering comprehensive portfolio management and financial planning services.

Alden Carroll is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and beginning his career in 2025. Prior to joining RBC, he spent time working in the food service industry and education. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various advisory programs and portfolio management services tailored to clients’ risk profiles and investment preferences.

Christian Lord is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lord serves on the board and multiple committees of the McMahon Ryan Child Advocacy Center in Syracuse, including acting as race director for their 5k event. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models, serving clients in both advisory and brokerage capacities.

Adrian Shute is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc. and operating his own firm, Adrian W. Shute & Associates, since 2008. He also serves as Town Justice in LaFayette, NY. 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, offering a range of advisory programs, financial planning, and brokerage services.

Christopher Donahue is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 credential and bringing 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors. 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 operates a hybrid referral and implementation model, offering advisory and brokerage/insurance channels and tailoring services based on client goals, risk tolerance, and time horizon.

Mac Mott is a Financial Advisor with Merrill Lynch Wealth Management based in downtown Chicago. He works with individuals and families to organize and plan for various aspects of their financial lives, focusing on aligning financial strategies with clients’ personal perspectives and priorities. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment finance, tax minimization, and retirement income. Mac holds a Bachelor's Degree from the University of Dayton and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mac grew up in Syracuse, New York before attending the University of Dayton. He has lived in Chicago for over three years and considers it home. Outside of work, he enjoys adventure sports, baseball, basketball, chess, football, golfing, pickleball, soccer, spending time with his family, and traveling. His approach centers on helping clients uncover what matters most to them to create strategies that pursue their financial goals.

Brett Vanantwerp is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include over 18 years at Pruco Securities, LLC and 20 years with Prudential Insurance Company of America. He is also the owner of two LLCs that provide Medicare advice and tax preparation services, respectively. 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 managed portfolio programs through an integrated platform combining advisory and brokerage products.

Matthew Reilley is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes multiple roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience at Robinhood Markets, Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.