Mark Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Advisors since 2015 in two separate tenures and previously held roles at Raymond James Financial Services and Crux Wealth Advisors. Bailey is also the owner of BWCM, LLC DBA Bailey Financial Group, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Peter Babbles Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kamille Sorber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time with its predecessor firm, AxA Advisors. Equitable Advisors serves individuals across a wide range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory platforms and proprietary tools.

Patricia Black is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee of the Syracuse Diocesan Investment Fund and is a board member of Crouse Health Systems, including participation on the hospital’s pension and compliance subcommittees. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers financial planning through structured processes and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Kent is a financial advisor at LPL Financial in Syracuse, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2018, following prior roles at INVEST Financial Corporation and Community Investment Services. 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 and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Ronald Gniazdowski is a financial advisor with LPL Enterprise, holding a Series 63 license and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Mutual of Omaha Investor Services. He is also involved with the New Buffalo Group, where he receives overrides from Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities. The firm primarily implements model-driven investment strategies and offers access to third-party asset managers, along with insurance and trust services through affiliated entities.

Matthew Govendo is a financial advisor with OSAIC and holds a Series 63 designation. He has 11 years of industry experience, having previously worked at Securities America Advisors and Northwestern Mutual. He is also the owner of Elite Wealth Management Group LLC, which provides advisory services to help clients select managers and portfolios aligned with their financial goals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Tracie Mc Carthy is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Deborah Griffith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked for Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. Griffith serves on the Board of Trustees for the Union Academy of Belleville, focusing on maintaining the institution’s historical integrity. 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 implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Maureen Novak is a CFP®-certified financial advisor with Morgan Stanley, based in Syracuse, NY, and has 26 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she is a partner in MARREV LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Christopher Morgan is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Osher Tax and Wealth, and Cadaret Grant & Co., Inc. 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, third-party asset management, and institutional platforms.

Gregory Burns is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management based in Syracuse, New York. He began his career with Merrill in 1990 at the New York City, 5th Avenue office. In his current role, he focuses on wealth management investment and planning strategies, working with individuals and small businesses to help them achieve their financial goals and objectives. Greg specializes in investment management strategies, retirement income, estate planning services, wealth transfer, philanthropic giving strategies, and qualified retirement plans. He and his team utilize a Goals Based strategy to wealth management that emphasizes understanding and prioritizing clients' financial goals and objectives. Gregory holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and is also a Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor's degree in Psychology from Syracuse University. Outside of his professional career, Gregory resides in Fayetteville with his wife Amy and their three children. He is involved in youth sports and fundraising activities and enjoys biking, boating, golfing, reading, running, skiing, tennis, and traveling.

Scott Harlander is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.

Deven Coleman is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he was involved with 325 Productions, LLC for seven years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and offers both proprietary and third-party investment solutions.

Stephen Wisniewski is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously worked under the Axa Advisors name through 2020. Wisniewski serves as President and a board member of The Great Mexico Chamber of Commerce in Mexico, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party managers and sponsor programs, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stephen Hasso Jr. is a financial advisor with LPL Enterprise holding CFP®, ChFC®, and Series 63 designations, and has 44 years of industry experience. His prior firms include Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., National Life Group, and MSI Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Jacob Binder is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of finance, he was involved with the Idaho Falls Chukars and Oneida Nation Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Gary Lucas is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Syracuse Wealth Management, Cadaret, Grant & Co., Inc., and United Financial Services. Outside of advising, he is a notary and owns a business called 2 Bros Studios. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.