Lisa Germain is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in portfolio management, personal retirement planning, and wealth planning for specific client groups including LGBT clients and women. Her focus also includes socially responsible and ESG investing, tax minimization, and retirement income strategies. With a career spanning several decades, Lisa applies her understanding of clients' life priorities to develop personalized financial plans that reflect their individual goals and aspirations. She manages discretionary investment strategies tailored to each client's unique needs utilizing a broad range of Merrill model portfolios and third-party strategies. Lisa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Alfred University. Lisa is active in professional and community organizations. She serves on the Women's Exchange Executive Committee at Merrill Lynch and is involved in the Community Mentor Program, which supports professional growth within the firm. Her personal interests include boating, golfing, painting, traveling, and adventure sports.

Donald Storey III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2011 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through both advisory and brokerage channels. The firm combines advisory programs with brokerage and insurance product sales on an integrated platform.

Kristin Housler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 16 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual client risk profiles using both in-house and third-party investment managers.

Jean Judge is a Series 63 licensed financial advisor with Morgan Stanley in Syracuse, NY, where she has worked since 2009. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Bland is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006 and has also worked at KONE Inc since 2014. Primerica Advisors sponsors and manages a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model recommendations created by unaffiliated asset managers.

James Currier is a financial advisor with LPL Financial based in Syracuse, NY. He holds Series 63 and Series 66 licenses and has nine years of industry experience with previous roles at MassMutual Life Insurance Company, Affinity BST Advisors, Goldman Sachs & Co. LLC, The Ayco Company/Mercer Allied, Cambridge Investment Research, and Lincoln Financial Advisors Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Healy is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, combining its own research and model portfolios with third-party asset management programs and a range of financial products.

John Muckenfuss is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2023. His prior experience includes roles outside the financial industry, such as positions at Rescuecom and Tops Grocery Store. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed platforms.

Zachary Adams is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has experience outside finance with CHEP recycled pallet solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to a wide range of brokerage and insurance products through an integrated platform.

Samuel Bianchi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Ibn Financial Services, Inc. for 15 years before joining Cambridge Investment Research Advisors in 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple custody and platform arrangements.

Timothy Mullane is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Mullane operates out of Dewitt, NY. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth portfolios, and access to third-party asset management. The firm combines advisory services with brokerage and insurance products through an integrated platform.

Taryn Farrington is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018, with prior roles at Morgan Stanley and M&T Bank. Farrington also maintains employment with M&T Bank, focusing primarily on banking-related functions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Demetri Pappa is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to his financial advisory role, he served in the United States Army from 2021 to 2025. 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 that includes both advisory and brokerage channels.

Michael Abraham is a financial advisor with UBS Financial Services in Syracuse, NY, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2006. Abraham serves on the Board of Directors for the Guardian Angel Society, a charity providing scholarships to economically sensitive children, and participates in its Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

David Martin is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Martin also provides financial planning services through Waypoint Partners, a business he operates alongside his advisory work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products within an integrated platform.

Jon Law is a CFP® and ChFC® with 46 years of industry experience. He currently works at LPL Financial and previously held positions at Cadaret, Grant & Co., Inc. and Mutual of Omaha. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of management approaches and access to model portfolios and research.

Darryl Fiasconaro is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF and Tiaa for 19 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Eric Brown is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently affiliated with Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley and its related entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Brown serves on the boards of the Crouse Community Center and Elmcrest Children’s Center, participating in their finance and investment committees. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate a structured planning process without providing individual security recommendations as part of standalone plans.

Matthew Champion is a CFP® professional with 21 years of industry experience. He is currently an advisor at OSAIC and has prior experience with Sagepoint Financial, The Prudential Insurance Company of America, and Pruco Securities. Outside his advisory role, he owns a sole proprietorship involved in selling insurance products, including Medicare, and serves as president of Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and investment advisory services, incorporating asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.

Giselle Neu is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and saving for unexpected events, with access to additional specialists in banking, credit, home financing, and small business solutions through Bank of America. Giselle specializes in helping clients manage competing financial demands, such as buying a home, funding college education, caregiving, and healthcare planning. She offers personalized portfolio strategies that adapt as clients' needs evolve, delivering ongoing advice and support. Giselle holds a Bachelor's degree from the University of Texas System and maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is a member of the National Association of Women Business Owners and communicates with clients in both English and Spanish.