Christopher Bruna is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2004. He is also associated with a business entity, Robert G Rood and Associates, related to investment for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Carla Palamone is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Grzelka is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding a Series 66 designation and having 20 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, Grzelka serves as a football and lacrosse official and is vice president of a tax planning and bookkeeping business. 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, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized services including divorce planning and event-driven strategies.

Gary Casab is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include work at D'arcangelo Financial Group, Paradigm Consulting, and Royal Alliance Associates. Casab is also involved in Community Bank and The Carta Group in capacities related to financial services. 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 with an emphasis on customizable investment strategies, supported by extensive operational tools and a broad platform of financial products.

John Benns Jr. is a financial advisor at LPL Enterprise with 17 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in non-variable insurance activities aligned with his advisory business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Paul Ridley is a Financial Advisor at Merrill Lynch Wealth Management in Syracuse, NY. With over 15 years of experience, he assists individuals, families, retirees, and business owners in making informed financial decisions to support their long-term goals. He specializes in areas such as liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Throughout his career, Paul has worked in both institutional and retail financial environments, including roles at Fidelity Investments and Goldman Sachs in New York City, as well as prior financial advisory positions in Syracuse. His professional background encompasses financial planning, wealth advisory services, investment consulting, and financial education. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from the University of Kentucky. Paul engages with his community through involvement with organizations such as the Genesis Group, Habitat for Humanity, Helping Hounds, and Humane CNY. His personal interests include football, hiking, running, and skiing.

Kevin Visconti is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Commonwealth Financial Network and other firms. Visconti is co-owner of Diversified Capital Management, a private entity involved in securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives using a combination of proprietary research, third-party models, and customized strategies.

Michael Cousineau is a financial advisor with LPL Enterprise based in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Cousineau is involved in business consulting for RV rental operations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Patrick Mahar is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services since 1995. He joined Merrill Lynch in 2006 following the acquisition of his previous employer. Patrick's professional focus centers on assisting individuals, families, and businesses in achieving their short- and long-term financial objectives through a consultative and objective wealth management approach. Patrick holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp. He is also a qualified Portfolio Advisor, providing clients with traditional financial advice as well as tailored investment strategies that include Merrill Lynch Wealth Management and approved third-party managers. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, and investment strategy for both individual and corporate clients. A 1992 graduate of Cornell University, Patrick resides in Westvale, New York, with his wife Beth and their two children. Outside of his professional commitments, he enjoys golf, skiing, ice hockey, music, and spending time with his family.

Bradley Harte is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Mass Mutual Investors Services, and Nationwide Investment Services Corporation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and operates with a model-driven investment approach using portfolios developed by LPL’s Research Department and external strategists.

Ginger Baker is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Bailey Financial Group and Raymond James Financial Services. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions in Sarasota, FL, focusing on insurance business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Andrew Contos is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego, Diamond Baseball Holdings, ASM Global, Nichol's Supermarkets, and in education at Liverpool High School and Liverpool Middle School. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.

Joseph Scro is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 65 and Series 63 licenses and six years of industry experience. His career includes roles at AxA Advisors, Northwestern Mutual, and United Van Lines, among others, prior to joining Equitable Advisors in 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party program models.

Timothy Jennings is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools, including Secular Return Estimates and Monte Carlo simulations, while clients implement and update their plans independently.

Matthew Francis is a financial advisor with LPL Enterprise, holding Series 63 and 66 licenses and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Lasher is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Lasher serves on the Board of Directors and as Treasurer for Aquarius Cup. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice, with recommendations supported by proprietary research and algorithmic tools.

Jonathan Knight is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Knight is also the CFO of Strategic Concepts Group, LLC, the holding company for his financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with its financial advisors.

Joel Urist is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Liteboxer Technology Inc. and Formlabs Inc. Outside of his advisory role, he is involved with Urist Financial & Retirement Planning, Inc. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and operational tools.

Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Paul Kobel is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and participation in wrap programs.