Kelly Weyer is a financial advisor with UBS Financial Services in Syracuse, NY. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Equitable Advisors, AxA Advisors, and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations, market-making, and affiliated banking programs.

Gabriella Cahl is a financial advisor at Morgan Stanley in Syracuse, NY, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Pinnacle Investments, LLC, Gaylord Archival, and JPMorgan Chase. She has also been involved with Onondaga Community College since 2020. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Kevin Joy is a financial advisor with Raymond James Financial holding a Series 66 designation and no prior industry experience. His work history includes roles at Tompkins Financial Advisors, Antares Capital, and HPS Investment Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, typically non-discretionary services and maintains affiliations that support municipal and public finance activities.

Ryan Whalen is a financial advisor at Equitable Advisors with four years of experience and holds a Series 66 designation. Prior to his advisory role, he has worked as a security officer for Allied Universal since 2011 and currently also serves as an EMT/Driver for Lafayette Ambulance. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions, relying on LPL-sponsored programs and endorsed third-party managers.

Vincent Beals is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses and has been with Equitable Advisors since 2003, including time when the firm operated as Axa Advisors. Outside of his advisory role, he holds power of attorney for his wife and parents. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and partners extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Eric Petranchuk is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining RBC in 2026, he worked at UBS Financial Services and Key Private Bank. Outside of finance, he was involved with Full Boar Craft Brewery LLC from 2016 to 2023. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Theodore Binder is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for 19 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored strategies through a combination of in-house and third-party investment managers and model providers.

William Yard is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Since 2024, he has been with LPL Enterprise in Syracuse, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance products on an integrated platform.

David Becker is a Series 66-licensed advisor with Equitable Advisors in Syracuse, NY, beginning his financial services career in 2025. Prior to joining Equitable Advisors, he held various roles including positions at AmeriCU, Legends Sales Marketing LLC., and the Syracuse Stallions. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

John Colvin is a Wealth Management Advisor at Merrill Lynch Wealth Management in Syracuse, New York. He is a Senior Financial Advisor and a member of the M C S Group, collaborating with fellow Senior Financial Advisors Bill Maffei and David Schneid. Together, the team brings over 40 years of combined experience serving diverse clients including New York State employees, business owners, executives, healthcare professionals, retirees, and multigenerational households. John specializes in creating personalized wealth management strategies, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Drawing on the resources of Merrill Lynch, he guides clients through the pursuit of their financial goals with strategies tailored to their unique needs. He holds the Chartered Financial Consultant (ChFC®) designation as well as being a Personal Investment Advisor (PIA). John's educational background includes a High School Diploma from Union Springs High School and an Associate's Degree from Cayuga Community College. He is also actively involved in his community as a volunteer with the Cayuga County Chamber of Commerce. John resides in Auburn, New York, with his wife Leanna, their two children, and their cat. Outside of his professional activities, he enjoys sports including basketball, football, golf, racquetball, and is a Buffalo Bills season ticket holder.

Richard Kordas is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and serving as a Medicare Counselor since 2017. He also operates a tax preparation business and is a licensed public notary. 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, supporting both discretionary and non-discretionary management with diverse model portfolios and research.

Lea Di Giovanni is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services, Hart Agency, Tompkins Community Bank, and Auburn City Schools. Outside of finance, she has experience in the hospitality sector, having worked at Osteria Salina. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Dylan Haak is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Strategic Financial Solutions. His work background also includes roles outside finance, such as positions at VKP Medical and Green Acres Ice Cream. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products via an integrated platform.

Michael Day is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Syracuse, NY. He has worked at M&T Securities, Inc. since 1998 and joined LPL Financial in 2021. In addition to his advisory role, he is employed by Wilmington Trust, N.A., where he primarily performs banking-related functions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with access to model portfolios and research.

Justin Johnson is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Orchard Registered Investment Advisors and is also involved with Tyda Services Inc. outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage products through an integrated platform.

Katherine Miller is a financial advisor at Morgan Stanley with 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2006. She holds the Series 63 designation and is based in Syracuse, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and analyses to support client financial plans.

Michael Campagna is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors and Community Bank. Outside of his advisory role, he is the owner of Silent Bell, LLC, a business entity established for tax and investment purposes. 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 brokerage services with both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Louis Goeckel is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Sagepoint Financial, Inc. and Key Investment Services LLC. Outside of advising, he serves as Treasurer for the NFL Alumni Upstate New York Chapter and is a co-patent holder of a face mask design seeking commercial production. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, efficient-frontier analysis, and access to third-party managers to construct and manage portfolios across a range of investment types.

Kenneth Williams is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial, Williams has worked with M&T Bank and M&T Securities since 2008. He also serves as a notary and performs financial institution duties for Wilmington Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by in-house research and third-party strategies.

Natasha Wilbur is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 17 years at M&T Securities, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from various sources.