Kenneth Williams is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses, and has 24 years of industry experience. He has worked at M&T Bank and M&T Securities since 2008 and briefly at HSBC Securities (USA) Inc. in 2008. Williams is also a notary and performs financial institution duties with Wilmington Trust. 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 portfolios, third-party asset management, and institutional platforms, supported by technology and a broad suite of non-advisory financial products.

Natasha Wilbur is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and the Series 66 license. She has 23 years of industry experience, including 17 years at M&T Securities, Inc. before joining LPL Financial in 2021. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Brett Holberg is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Equitable Advisors, and Axa Advisors. Outside of advising, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, with additional services in financial planning, insurance, and affiliated trust custody.

Alex Dauksza is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Excelsior Wealth Partners and has held roles at St. Bonaventure University and Fayetteville Manlius High School. He also provides research reports through an investment-related LLC. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Joseph Viviano is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, and Royal Alliance. Outside of his advisory role, Viviano serves as an unpaid student mentor and guest speaker at Le Moyne College, volunteers with the United Way of Central New York, and holds board positions with Sustainability for Scholarships and the Association of Upstate New York. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolios constructed with a variety of asset classes managed on discretionary or non-discretionary bases, supported by advanced tools and third-party resources.

Frank Torelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and CFCU Community Credit Union since 2014. Torelli also operates a wealth management business located at CFCU Community Credit Union. 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, delivering advice through a large network of investment adviser representatives.

Michael Rossetti is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2017, following a brief tenure at MicRo Productions, LLC. Outside of his advisory role, he is employed by an affiliated entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary investment research and third-party data.

Daniel Werner is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he held roles at Pruco Securities LLC and CareCentrix. Outside of his advisory work, he owns a business named BACKHARO LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment strategies developed by LPL’s Research Department and affiliates.

Patricia Brooks is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously with Mass Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is a business owner involved in the restaurant and bar industry as a partner at Talking Cursive Brewing Company in Syracuse, NY. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual engagements tailored to clients' goals.

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.

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 Series 66-credentialed financial advisor with 21 years of experience, currently with Equitable Advisors in Syracuse, NY. He has been with Equitable Advisors since 2004 and was also associated with Axa Advisors, LLC from 2004 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a large network of Investment Adviser Representatives.

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.

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 at Morgan Stanley with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes multiple roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience at Robinhood Markets, Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

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.