Kelly Scholl is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Staffing Solutions Organization and the YMCA. Outside of finance, she operated a small Pilates business called Pilates with Kelly. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Ronald Ferguson is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Visions Group and Cadaret, Grant & Co., Inc. He is involved with Financial Visions Group, a business related to his advisory work under LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning, advisory programs, and brokerage services supported by research and technology across discretionary and non-discretionary management strategies.

Sydney Hopkins is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Hopkins worked at SRC, Inc., WSYR NewsChannel9, and WVNS Fox59. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors across 15,000 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Jessica Jimenez Wharton is a Series 66-licensed financial advisor with Ameriprise in Oswego, NY, and has 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of her advisory role, she is an instructor for pre-licensing classes covering NY Life/Accident insurance and securities exams. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Monk is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 12 years and United Financial Services for 9 years. Outside of her advisory role, she is involved with Hollywood & Little B, a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diversified advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Ronald Pratt Jr. is a financial advisor with LPL Financial and holds a Series 63 license. He has eight years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., and United Financial Services. Outside of his advisory role, he is the owner of Team Pratt Racing, a non-investment related business. 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 various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Robert Rolfe is a financial advisor at Osaic with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, Rolfe serves as president of the United Way Greater Oswego Board of Directors and is a committee member of the Greater Oswego Fulton Chamber of Commerce Ambassador Committee. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios.

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.

Brett Burbine is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Brett also operates as a financial planner within the Integrated Financial Group, a DBA affiliated with his LPL practice. 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 a range of brokerage and insurance products.

Jeffrey Baldigo is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including roles at M&T Bank, CUNA Brokerage Services, and Thrivent Financial. He is based in Clay, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 Cadaret, Grant & Co., Inc., United Financial Services, and Syracuse Wealth Management. Outside of his advisory work, he is a notary and owns a business called 2 Bros Studios. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, using both discretionary and non-discretionary management strategies supported by internal and third-party research.

Zachary Adams is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has experience outside finance with CHEP recycled pallet solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to a wide range of brokerage and insurance products through an integrated platform.

Stanley Cerlanek is a financial advisor with Edward Jones in Oswego, NY, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He worked at Solvay Bank for nine years before joining Edward Jones, where he has been since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tiffany Hoff is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with MML Investors Services LLC since 2017 and was previously with MSI Financial Services, Inc. from 2012 to 2017. Hoff has also been affiliated with Mass Mutual Life Insurance Company since 2012. MassMutual’s subsidiary, MML Investors Services, LLC, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing collaborative financial planning using advanced analytical tools and also conducts educational seminars.

Thomas Bezigian is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 16 years with IC Advisory Services, Inc and The Investment Center, Inc. Outside of his advisory role, he serves as an adjunct professor in plastics engineering. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and technology solutions.

Tina Solomon is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding a Series 63 designation and 16 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2009. Her business activities include selling investment-related products and providing referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodians.

Carrie Penoyer is a financial advisor with Equitable Advisors in Oswego, NY, holding a Series 66 designation and with 21 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she serves on several local nonprofit boards and committees, including the Rotary Club of Oswego and the Oswego Health Foundation Gala. 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels.

Robert Antonacci III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and AXA Advisors. In addition to his advisory work, he owns and operates Antonacci Accounting, providing tax preparation and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Kristin Walts is a financial advisor with LPL Financial in Brewerton, NY, holding a Series 63 designation and 13 years of industry experience. She has worked at NBT Bank and LPL Financial since 2017 and previously at Scottrade from 2016 to 2017. Outside of advisory services, she is involved with NBT Insurance Agency, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.