Paul Haschytz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over four decades prior to joining LPL Enterprise. He serves as a board member of the Caroga Evangelical Chapel, where he manages financial records and disburses payments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, leveraging a platform that integrates investment advice, third-party portfolio management, and product sales including insurance through affiliated entities.

Edward Cuello is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a co-founder of the Latino Prof Network of Syracuse, a professional networking organization. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales, supported by both in-house and third-party portfolio management.

Anthony Cerra is a financial advisor with LPL Enterprise, holding a Series 63 designation and possessing 10 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Syracuse, NY. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory services, and access to model portfolio programs, combining adviser platforms with brokerage and insurance products.

Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Outside of financial advising, she has experience in retail and service roles including at Fantastic Sams hair salon and Dunkin Donuts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Lukasz Pogon is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions with The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of his advisory work, he has part ownership in Wealthbridge Advisors LLC, which is used for administrative payroll purposes. 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, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products via an integrated platform.

Roberta Cifaratta is a financial advisor with Merrill in Syracuse, NY, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked at Merrill since 2007 and has been affiliated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients. The firm integrates strategic and tactical asset allocation with trading and custody support as part of the Bank of America group.

Andrew Ewanyk is a Series 66 licensed financial advisor with LPL Financial, based in Camillus, NY, and has 18 years of industry experience. Prior to joining LPL Financial in 2018, he worked at BNY Mellon from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management approaches.

Jacqueline Rudenis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at various Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services, emphasizing non-discretionary relationships supported by firm research and diverse portfolio management options.

Lauren Kenny is a financial advisor with Ameriprise in Baldwinsville, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she co-owns a real estate investment LLC with her husband. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Stefanie Peters is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial industry, she focuses on assisting individuals, families, and business owners in growing, protecting, and preserving their wealth through personalized strategies. Her approach emphasizes listening carefully to clients, developing tailored financial plans, and providing ongoing guidance to enable clients to make informed decisions with confidence. Stefanie’s expertise spans concentrated stock strategies, wealth management, portfolio evaluation, estate and financial planning, business succession planning, and retirement planning. Stefanie holds a Bachelor's Degree from the University of Delaware and the Personal Investment Advisor (PIA) designation. Her client focus areas include education and legacy planning, liquidity management, managing new wealth, retirement planning and income, tax minimization, and strategies for women and wealth. She is committed to building strong relationships through accessible, knowledgeable, and experienced service, helping clients navigate critical financial decisions. In addition to her professional responsibilities, Stefanie participates in community service activities, including volunteering with the West Side Campaign Against Hunger. Her personal interests include biking, cooking, dancing, football, golfing, ice hockey, spending time with family, traveling, watching movies, and practicing yoga.

David Vinciguerra is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. Vinciguerra is also president of JSD & Associates, Inc., a corporation through which he conducts securities business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions and uses firm-provided tools for portfolio construction and management across various asset classes.

Frederick Kessler Jr. is a ChFC® credentialed advisor with 52 years of industry experience, currently with MassMutual Investors Services. He has been with MML Investors Services since 2017 and MassMutual since 2016. Outside of his advisory role, he serves on the board of Loretto, an elder care organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including estate settlement and employer-sponsored planning.

Joanna Ferguson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in a non-investment business as a gift shop buyer for Village Hardware in Baldwinsville, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephanie Ruffo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC, where she worked for 17 years. 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 LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to clients’ goals, risk tolerance, and time horizon.

Robert Cunningham is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2011. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Matthew Vitale is a financial advisor with LPL Enterprise, LLC, holding Series 65 and Series 63 registrations and two years of industry experience. He has worked at several firms including CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory role, Vitale is involved in non-variable insurance agency activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Paul Coir is a financial advisor with Ameriprise in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its related entities since 2017 and previously worked with Young Life for nine years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies and algorithmic support to deliver tailored recommendation reports.

Robert Hagen is a financial advisor at Equitable Advisors with 30 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. He holds Series 63 and Series 65 credentials. Hagen serves on the board of the Elsa and Peter Soderberg Charitable Foundation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.