Elisa Jones is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 66 license and 19 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through employer-sponsored agreements.

Quinn Shamlian is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 15 years before joining RBC Capital Markets. Outside of his advisory work, he serves as treasurer for the Charles N. Gordon Wildlife Rehabilitation Center, participating in quarterly board meetings and managing financial tracking. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Christopher Lobo is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, incorporating a blend of in-house and third-party managers along with specialized services such as tax management and responsible investing options.

Michael Massoud is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2015 and also maintains longstanding roles at Master Planners & Associates and Massoud Financial Services. Outside of his advisory work, he is active as an agent offering life, fixed annuities, disability, and long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from various sources.

Joshua Howard is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services, among other firms. Outside of his advisory role, he is co-owner of Artist Dilemma LLC, an independent fine arts business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Maag is a CFP® and Series 66-licensed financial advisor with Edward Jones in Liverpool, NY, where he has worked for 11 years. Prior to joining Edward Jones in 2015, no other firms are listed. He co-owns a second home rental property in Manteo, NC, managed by an outside agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Monk is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 12 years and United Financial Services for 9 years. Outside of her advisory role, she is involved with Hollywood & Little B, a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diversified advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

James Harris is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market outlook models.

Laurel Watkins is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. She has been with LPL Financial since 2018 and is also affiliated with Community Bank and INVEST Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning and advisory programs with both discretionary and non-discretionary management options.

Ronald Pratt Jr. is a financial advisor with LPL Financial and holds a Series 63 license. He has eight years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., and United Financial Services. Outside of his advisory role, he is the owner of Team Pratt Racing, a non-investment related business. 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. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Ronald Molinari is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 63 designation and 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, employing tailored strategies implemented through a mix of in-house and third-party investment managers.

Chasity Jaynes is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and having 30 years of industry experience. She has worked at LPL Financial since 2018 and previously spent two years with INVEST Financial Corporation, Inc. Jaynes also provides administrative support to independent investment advisor firms, including OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Bradley Canavan is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has prior experience with Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services. Outside of advising, he works as a financial coach helping clients develop budgeting and debt management strategies. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party money managers, providing a range of portfolio management and consulting services across various program structures.

Michael Pocyntyluk is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2017. Outside of his advisory work, he contributes as a Twitch streamer focused on video game content. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, insurance distribution, broker-dealer services, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Richard Doyle is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 1999. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kevin Richardson is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked in various roles including at Delta Sonic Car Wash and in educational and community recreation positions. 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 channels to tailor services based on clients’ goals, risk tolerance, and time horizons.

Brian Mcknight is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at CORE Federal Credit Union for 10 years and has been associated with CFCU Community Credit Union since 2022. Mcknight is also a notary public in New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by various model portfolios and research resources.

David Walker is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. 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, utilizing external asset managers and offering both advisory and brokerage/insurance services.

Matthew Tarby is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked in various roles including at Carrols Corporation, Burger King, Panera Bread, and Golf Galaxy. He also attended Le Moyne College and spent several years at Bishop Grimes Jr/Sr High School. 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 numerous third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Gregory Ronneburger is a CFP® professional with 24 years of experience in financial advising, currently with Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Outside of advising, he serves on the Advisory Board for Le Moyne College Madden School of Business and owns MVP Performance Consulting, Inc. 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 that combines advisory and brokerage channels to deliver tailored client solutions.