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.

Eric Petranchuk is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining RBC in 2026, he worked at UBS Financial Services and Key Private Bank. Outside of finance, he was involved with Full Boar Craft Brewery LLC from 2016 to 2023. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Theodore Binder is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for 19 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored strategies through a combination of in-house and third-party investment managers and model providers.

William Yard is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

David Becker is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at AmeriCU, Legends Sales Marketing LLC., and employment with the Syracuse Stallions. Equitable Advisors serves individual and institutional clients, including non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

John Colvin is a Wealth Management Advisor at Merrill Lynch Wealth Management in Syracuse, New York. He is a Senior Financial Advisor and a member of the M C S Group, collaborating with fellow Senior Financial Advisors Bill Maffei and David Schneid. Together, the team brings over 40 years of combined experience serving diverse clients including New York State employees, business owners, executives, healthcare professionals, retirees, and multigenerational households. John specializes in creating personalized wealth management strategies, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Drawing on the resources of Merrill Lynch, he guides clients through the pursuit of their financial goals with strategies tailored to their unique needs. He holds the Chartered Financial Consultant (ChFC®) designation as well as being a Personal Investment Advisor (PIA). John's educational background includes a High School Diploma from Union Springs High School and an Associate's Degree from Cayuga Community College. He is also actively involved in his community as a volunteer with the Cayuga County Chamber of Commerce. John resides in Auburn, New York, with his wife Leanna, their two children, and their cat. Outside of his professional activities, he enjoys sports including basketball, football, golf, racquetball, and is a Buffalo Bills season ticket holder.

Richard Kordas is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and bringing 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and Medicare counseling. In addition to advising, he is a tax preparation business owner and a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lea Di Giovanni is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services, Hart Agency, Tompkins Community Bank, and Auburn City Schools. Outside of finance, she has experience in the hospitality sector, having worked at Osteria Salina. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Dylan Haak is a Series 66 licensed financial advisor with LPL Enterprise, based in Syracuse, NY, with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Strategic Financial Solutions. Outside of financial services, he has experience working in the food and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on access to third-party asset managers and financial planning services.

Michael Day is a CFP®-certified financial advisor associated with LPL Financial, with 35 years of industry experience. He has worked at M&T Securities, Inc. since 1998 and has been with LPL Financial since 2021. He is also employed by Wilmington Trust, N.A., where he primarily performs banking-related functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Justin Johnson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Orchard Registered Investment Advisors and has an outside business activity with Tyda Services Inc. in Liverpool, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 with LPL Financial in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and Community Bank, and he has ownership in Silent Bell, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

Louis Goeckel is a CFP® professional with 30 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Key Investment Services, LPL Financial, and HSBC Securities. Outside of his advisory role, he serves as Treasurer for the NFL Alumni Upstate New York Chapter and is a co-patent holder of a face mask design. OSAIC serves a variety of retail and institutional clients through a large network of financial advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Kenneth Williams is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses, and has 24 years of industry experience. He has worked at M&T Bank and M&T Securities since 2008 and briefly at HSBC Securities (USA) Inc. in 2008. Williams is also a notary and performs financial institution duties with Wilmington Trust. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad suite of non-advisory financial products.

Natasha Wilbur is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and the Series 66 license. She has 23 years of industry experience, including 17 years at M&T Securities, Inc. before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.