Kurt D'angelo is a financial advisor with Equitable Advisors in Oswego, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AxA Advisors and spent fifteen years with the Oswego Central School District. He also serves as the Treasurer on the board of the Fulton Wrestling Club. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid advisory and brokerage model that includes access to third-party asset managers and LPL programs.

Mac Cadaret Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. Prior to joining LPL in 2025, he worked for Cadaret, Grant & Co., Inc. for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, leveraging model portfolios, third-party research, and technology to support diversified investment strategies.

Paul Haschytz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over four decades prior to joining LPL Enterprise. He serves as a board member of the Caroga Evangelical Chapel, where he manages financial records and disburses payments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, leveraging a platform that integrates investment advice, third-party portfolio management, and product sales including insurance through affiliated entities.

Edward Cuello is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a co-founder of the Latino Prof Network of Syracuse, a professional networking organization. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales, supported by both in-house and third-party portfolio management.

Anthony Cerra is a financial advisor with LPL Enterprise, holding a Series 63 designation and possessing 10 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Syracuse, NY. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory services, and access to model portfolio programs, combining adviser platforms with brokerage and insurance products.

Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Outside of financial advising, she has experience in retail and service roles including at Fantastic Sams hair salon and Dunkin Donuts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Lukasz Pogon is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions with The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of his advisory work, he has experience running a small business entity related to administrative support functions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a mix of advisory and brokerage services, leveraging model portfolios, third-party management, and an integrated platform combining advisory programs with brokerage and insurance products.

Roberta Cifaratta is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2007 and Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jacqueline Rudenis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked within various Raymond James entities since 2013. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and supporting more than 5,400 advisors. The firm serves a diverse client base—including individuals, corporations, pension plans, and government entities—offering wealth advisory planning, investment consulting, and institutional services with a notable presence in municipal and public finance markets.

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.

Robert Eckermann is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2018 and previously at Community Bank, NA and INVEST Financial Corporation. 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 retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

David Vinciguerra is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. Vinciguerra is also president of JSD & Associates, Inc., a corporation through which he conducts securities business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions and uses firm-provided tools for portfolio construction and management across various asset classes.

Frederick Kessler Jr. is a ChFC® credentialed advisor with 52 years of industry experience, currently with MassMutual Investors Services. He has been with MML Investors Services since 2017 and MassMutual since 2016. Outside of his advisory role, he serves on the board of Loretto, an elder care organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including estate settlement and employer-sponsored planning.

Joanna Ferguson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in a non-investment business as a gift shop buyer for Village Hardware in Baldwinsville, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephanie Ruffo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC, where she worked for 17 years. 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 a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to clients’ goals, risk tolerance, and time horizon.

Robert Cunningham is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2011. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Matthew Vitale is a financial advisor with LPL Enterprise, LLC, holding Series 65 and Series 63 registrations and two years of industry experience. He has worked at several firms including CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory role, Vitale is involved in non-variable insurance agency activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

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 at Equitable Advisors with 30 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. He holds Series 63 and Series 65 credentials. Hagen serves on the board of the Elsa and Peter Soderberg Charitable Foundation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.