Diane Mowry is a Series 66–licensed financial advisor with Equitable Advisors, where she has worked since 2009. She has 16 years of industry experience and previously worked with Axa Advisors. Outside of her advisory role, she volunteers with the American Heart Association and Zonta International’s Auburn Chapter. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Thomas Austin is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at UBS Financial Services for 34 years. Outside of his advisory role, he is a partner at Comstock Properties LLC, a real estate business involved in mortgage collection. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering comprehensive portfolio management and financial planning services.

Alden Carroll is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and beginning his career in 2025. Prior to joining RBC, he spent time working in the food service industry and education. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various advisory programs and portfolio management services tailored to clients’ risk profiles and investment preferences.

Neil Hoyt is a CFP® certificant with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. He is also a partner and part owner of Michael Roberts Associates, Inc., where he has been involved since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, asset management, and institutional platforms to individual and institutional clients.

Christian Lord is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lord serves on the board and multiple committees of the McMahon Ryan Child Advocacy Center in Syracuse, including acting as race director for their 5k event. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models, serving clients in both advisory and brokerage capacities.

Adrian Shute is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at Merrill and Cadaret, Grant & Co., Inc., as well as operating his own advisory business, Adrian W. Shute & Associates. Outside of his advisory work, he serves as Town Justice for the Town of LaFayette, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management offered primarily through investment adviser representatives.

Christopher Donahue is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including through its prior affiliation with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and programs, combining third-party asset managers and proprietary solutions to meet client needs.

Mac Mott is a Financial Advisor with Merrill Lynch Wealth Management based in downtown Chicago. He works with individuals and families to organize and plan for various aspects of their financial lives, focusing on aligning financial strategies with clients’ personal perspectives and priorities. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment finance, tax minimization, and retirement income. Mac holds a Bachelor's Degree from the University of Dayton and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mac grew up in Syracuse, New York before attending the University of Dayton. He has lived in Chicago for over three years and considers it home. Outside of work, he enjoys adventure sports, baseball, basketball, chess, football, golfing, pickleball, soccer, spending time with his family, and traveling. His approach centers on helping clients uncover what matters most to them to create strategies that pursue their financial goals.

Brett Vanantwerp is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is the owner of Cocojama LLC, through which he provides Medicare-related advice, and also owns Income Tax Professionals LLC, a tax preparation and accounting service. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and financial planning resources.

Amanda Stein is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Commonwealth Financial Network and Voya Financial Advisors. 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 other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sean Becker is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services since 2013, with additional roles at Berkshire Hathaway Holdings LLC and Horan Financial Services. Becker serves on several community boards, including the Baldwinsville Rotary Foundation and the Baldwinsville Marching Band Booster Club, and is involved in local networking and insurance businesses. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, serving over 800,000 clients with more than $256 billion in assets under management.

Matthew Reilley is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63, 65, and 66 licenses and 9 years of industry experience. His work history includes multiple roles at Morgan Stanley and its Private Bank, as well as Robinhood Financial. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

Iris Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm’s financial planning approach incorporates structured discovery conversations and firm-approved tools to develop tailored plans, serving a broad client base with approximately $2.74 trillion in assets under management.

Devin White is a CFP® professional with 12 years of industry experience, currently serving at RBC Capital Markets since 2025. His prior experience includes multiple roles at Janney Montgomery Scott and a position at Uber in 2017. Outside of his advisory work, he serves as secretary and board member for the Rotary Club of Eastwood and works as a contractor for IAABO Board 38, assigning basketball games at various levels. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs featuring customized portfolio management, financial planning, and custody services, implemented through a combination of in-house and third-party investment managers.

Bridget Macko is a financial advisor at Wells Fargo Advisors in Syracuse, NY, with three years of industry experience. She holds a Series 66 license and has worked at Wells Fargo Advisors since 2021. Outside of advising, she is involved in bookkeeping for a local home building and remodeling business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Sara Kerry is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She previously spent thirteen years with Cadaret, Grant & Co., Inc. Sara is also a licensed notary public. 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 services including financial planning, model portfolios, and institutional platforms, with advisors utilizing a variety of investment strategies supported by proprietary and third-party research tools.

John Shamlian is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. He is based in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management services.

Tina Haney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and also has a concurrent role at SUNY Upstate Medical University since 2007. Outside of her advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Alexandra Carbone is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Ascent Wealth Partners and multiple academic appointments. Outside of finance, she has worked at Harley Davidson of Utica and The Fitness Mill. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Michelle Kendall is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her background includes nearly two decades at Cadaret, Grant & Co., Inc., followed by roles at Grove Point Investments and 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a network of over 22,800 advisors.