Timothy Besio is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at Besio Consulting Group Ltd, Blue Owl Capital, The Carlyle Group, and PricewaterhouseCoopers LLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources.

Alexander Henn is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and was previously associated with Axa Advisors, LLC for 18 years. Outside of his advisory role, he serves on the boards of the Mallards Landing Home Owners Association and The Reading League, and acts as executor and power of attorney for his family. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Paul Derrick is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kelly Varnum is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and bringing 11 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Samuel Reilly is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors and Dicks Clothing & Sporting Goods. Equitable Advisors serves a broad range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Nathan Melfi is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has prior experience with Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual Insurance Company. Outside of his advisory work, he has been involved with Moro’s Kitchen since 2016. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Christopher Bruna is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2004. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, including both discretionary and non-discretionary management supported by research and multiple investment strategies.

Nicholas Dusckas is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and over 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1993 and operates under the DBA Dusckas Advisory Group, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides discretionary and non-discretionary management, utilizes model portfolios and research, and incorporates technologies such as machine learning across its offerings.

Steven Grzelka is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding a Series 66 designation and having 20 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, Grzelka serves as a football and lacrosse official and is vice president of a tax planning and bookkeeping business. 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, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized services including divorce planning and event-driven strategies.

Gary Casab is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at D'arcangelo Financial Group, Paradigm Consulting, and Royal Alliance Associates. He is also involved with Community Bank and The Carta Group in financial institution duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and brokerage services, with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

John Benns Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in Prudential-sponsored non-variable insurance activities. 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 model wealth portfolios through both advisory and brokerage channels.

Paul Ridley is a Financial Advisor with Merrill Lynch Wealth Management based in Syracuse, NY. He has over 15 years of experience in financial planning, investment management, retirement planning, insurance strategies, and wealth management. Paul works with individuals, families, retirees, and business owners in Syracuse, Central New York, and surrounding communities to develop personalized financial strategies tailored to their specific needs and goals. His approach focuses on understanding each client's unique priorities and objectives. Paul specializes in liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Throughout his career, he has worked with clients at various life stages and has held roles with Fidelity Investments, Goldman Sachs, and previously as a financial advisor in Syracuse before joining Merrill. Paul holds a bachelor's degree from the University of Kentucky and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in community organizations such as Genesis Group, Habitat for Humanity, Helping Hounds, and Humane CNY.

Michael Cousineau is a financial advisor with LPL Enterprise in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and consults for businesses related to the RV rental industry. 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 model portfolios and third-party asset management programs through an integrated platform.

Patrick Mahar is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services since 1995. He joined Merrill Lynch in 2006 following the acquisition of his previous employer. Patrick's professional focus centers on assisting individuals, families, and businesses in achieving their short- and long-term financial objectives through a consultative and objective wealth management approach. Patrick holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp. He is also a qualified Portfolio Advisor, providing clients with traditional financial advice as well as tailored investment strategies that include Merrill Lynch Wealth Management and approved third-party managers. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, and investment strategy for both individual and corporate clients. A 1992 graduate of Cornell University, Patrick resides in Westvale, New York, with his wife Beth and their two children. Outside of his professional commitments, he enjoys golf, skiing, ice hockey, music, and spending time with his family.

Bradley Harte is a financial advisor with LPL Enterprise, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Mass Mutual Investors Services, and The Prudential Insurance Company of America. He is also involved with Harte Solutions, a business related to his work with LPL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, third-party portfolio management, and insurance products.

Jamin Purtell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His previous roles include positions at Cadaret Grant & Co., Inc., Lincoln Financial Advisors Corporation, and Signator Investors Inc. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joseph Correia is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret, Grant & Co., Inc. and Equitable. Outside of his advisory role, he is involved with Johnson Wealth Management Group LLC and United Financial Services, including tax preparation and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Jason Moody is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Mutual of Omaha, and MassMutual. He is also involved in individual insurance sales outside of his advisory role. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.

Frederick Shibel Jr. is a financial advisor with Stifel, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marc Franco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005 in various capacities. Outside of his advisory work, he volunteers with the Skaneateles Cares Car Club, assisting in organizing events such as car cruises and shows. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.