Edward Cuello is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Cuello is a co-founder of the Latino Professional Network of Syracuse, a regional networking organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm uses model-driven portfolios developed by internal research and third-party strategists and offers financial planning, access to third-party asset managers, and various affiliated financial services.

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 financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Before her financial services career, she held various roles including at Fantastic Sams hair salon and Guptil's Ice Cream. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers affiliated trust and insurance services.

Lukasz Pogon is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. He has also been involved with Dr. Lee Cosmetics Corp and previously worked in various other sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily offers model-driven investment implementation and access to third-party managers, alongside affiliated insurance and trust services.

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.

Jacqueline Rudenis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at various Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services, emphasizing non-discretionary relationships supported by firm research and diverse portfolio management options.

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 with OSAIC holding Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Securities America Advisors and Cadaret, Grant & Co., Inc. He is president of JSD & Associates, Inc. and has engaged in insurance sales and co-trustee duties for a trust account. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and supports discretionary and non-discretionary strategies across various account types.

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 credentials and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a gift shop buyer for Village Hardware in Baldwinsville, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with LPL Enterprise, holding Series 65 and Series 63 licenses and two years of industry experience. His prior positions include roles at CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory work, he has an active non-variable insurance agency business based in Camillus, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach relies on model-driven investment implementation and offers services such as financial planning, third-party asset manager access, and participation in wrap programs.

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.

Michele Conte is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and bringing 47 years of industry experience. She has been co-owner of Crossbridge Financial Group of CNY, Inc. since 1998 and has worked there concurrently with her roles at Commonwealth Financial Network and LPL Financial. In addition to advisory services, she has experience in fixed insurance sales and offers tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a large network of advisors with access to model portfolios, third-party asset management, and institutional platforms.

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.