Nathan Melfi is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including The Prudential Insurance Company of America and Northwestern Mutual Insurance Company. Outside of advising, he has operated Moro'S Kitchen since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Frederick Shibel Jr. is a financial advisor with Stifel, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Earl Phillips is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has worked at Prudential Insurance Company of America since 1987, including a tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and financial planning services.

James Gregg is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has occasional involvement in managing a rental property. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Rowena Ilag Ferguson is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and eight years of industry experience. Prior to joining Primerica, she worked 18 years with Associated Gastroenterologists of CNY and currently has involvement with the Specialty Surgery Center of Central NY. She also has outside business activities related to sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model portfolio strategies managed by unaffiliated asset managers, with trade execution and custody supported by Pershing and BNY Mellon Advisors.

Brandon Barba is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Equitable Advisors / AXA Advisors. Brandon holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment options through a nationwide network of advisors and branch offices.

Jeremy Fredenburg Sr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory work, he owns WSGB, LLC, through which he engages in educating, coaching, consulting, and research on financial industry topics. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alex Crouch is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Lockheed Martin for five years. Outside of his advisory role, he owns Plains Moving, LLC, where he counsels operations on his days off. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Peter George is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for M&T Securities, Inc. for 10 years before joining LPL Financial in 2021. 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 access, and institutional platforms, supported by extensive technology and research resources.

Kim Emperato is a financial advisor with LPL Financial in Jordan, NY, holding a Series 63 designation and 16 years of industry experience. Prior to LPL, Kim worked at Lyons National Bank and H.D. Vest Advisory Services. Kim also serves as a notary. 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 asset management solutions, including model portfolios and institutional platforms, supported by extensive operational and research tools.