William Couch is a financial advisor with Morgan Stanley in Watertown, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Before joining Morgan Stanley in 2025, he worked for UBS Financial Services for 12 years. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Michael Nevills is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Community Bank System and Northwestern Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, supported by a large network of investment adviser representatives and a variety of institutional platforms.

Charles Mouaikel is a financial advisor with RBC Capital Markets in Watertown, NY, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work includes positions at City National Bank, Accel-KKR, Lincoln International, and RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Andrew Parisian is a CFP® with three years of industry experience, currently advising at Morgan Stanley in Watertown, NY. Prior to joining Morgan Stanley, he worked for six years at Canandaigua National Bank & Trust and has held roles in financial services and academia. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs focused on tailored financial planning, utilizing firm-approved tools and methodologies to model potential outcomes.

Joseph Butler Jr. is a financial advisor with LPL Financial in Watertown, NY, holding Series 63, 65, and 66 licenses and having 36 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation and over two decades at Community Bank. 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.

Cyril Mouaikel is a financial advisor with RBC Capital Markets in Watertown, NY, holding a Series 66 designation and 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he serves on the board of directors for the local YMCA and is a committee member advising the Sisters of St. Joseph on their investment and spending policies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and incorporates a range of in-house and third-party investment managers and strategies.

Janet Sears is a financial advisor with RBC Capital Markets in Watertown, NY, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services.

Gregory Couch is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 12 years. Morgan Stanley Wealth Management provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Brandi Reese is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Blooom and AMC Theatres. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

William Tremont is a financial advisor with RBC Capital Markets in Watertown, NY, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and utilizing both in-house and third-party investment managers.

Michael Crowley is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. Crowley is also president of Crowley & Halloran, CPA, P.C., a tax preparation and accounting firm, and serves as a trustee of Jefferson County Community College and treasurer of the Watertown Noon Rotary Club. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Mikayla Cipullo is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at SUNY Cortland and experience in the restaurant and retail sectors. She also creates engaging video and live stream content for TikTok Shop, earning affiliate commissions through this activity. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual and institutional investors. The firm offers various advisory programs tailored to clients' risk profiles and investment goals, employing a mix of in-house and third-party managers and providing services such as portfolio management, financial planning, and brokerage.

Julian Alteri is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Adam Larsen is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience and previously worked in sports medicine and educational settings. Outside of his advisory role, he owns a business called Run Resilient in Auburn, New York. 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 portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.