Walter Hails Jr. is a financial advisor with SPC based in Ithaca, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Parkland Securities, Sigma Financial Corporation, Morgan Stanley, Charles Schwab, and Invictus Wealth Management. He serves as a board member for The RHO Foundation and as vice president of the Sigma Pi Phi/Zeta Zeta Boule chapter in Syracuse, NY. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary strategies supported by a network of over 460 advisers and approximately $5.66 billion in assets under management.

Parker Stone is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes multiple roles within Key Investment Services and KeyBank from 2016 to the present. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various managed account programs and brokerage products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group in coordination with affiliated entities.

Kyle Herrington is a financial advisor with Eagle Strategies and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been associated with Eagle Strategies since 1998 and New York Life since 1994. Outside of his advisory work, he owns Crescent Lake Camp Grounds as a rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor needs.

Christopher Lubrino is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, he worked at Vanguard Renewables and Barton and Loguidice, among other roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Peter Vitale is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes roles at Frisch Financial Group, J.P. Morgan Securities, Fidelity Investments, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a predominantly non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Jess Esposito is a financial advisor at Edward Jones with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2010. Outside of her advisory work, she is the author of two novels, "The Same Race" and "An Ithaca Affair," earning royalties from these publications. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Marissa Carey is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2023. She also has prior experience with LPL Financial LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that utilize firm-approved tools and market-return modeling.

David Cumming is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored wealth management solutions through its Financial Advisors and Estate Planning Strategies Group.

James Thomforde is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. He is also affiliated with Christian Union. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and operates both advisory and brokerage services.

William Currie is a financial advisor with Morgan Stanley in Ithaca, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Currie serves as a trustee and is a board member of the Estate Planning Council of Tompkins County. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Raymond O'Bannion is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 13 years of industry experience, including nine years at Pruco Securities, LLC, prior to joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolio programs through advisory and brokerage channels, supported by an integrated platform that includes insurance products and collateralized lending programs.

Shawn Benedict is a financial advisor with LPL Financial in Ithaca, NY, holding a Series 66 credential and 19 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Bank of America and Merrill from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Steven Headrick is a financial advisor with Morgan Stanley in Ithaca, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the investment committee of the nonprofit Discovery Trail. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process incorporates firm-approved tools and modeling techniques, with an emphasis on advisory services without individual security recommendations in standalone plans.

John Coulombe is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2018 and was previously employed at Morgan Stanley. Coulombe is also involved with Specific Solutions, Inc., dedicating a small portion of his time to this investment-related activity. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Robert Ainslie is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016, based in Ithaca, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional financial services.

Jeremy Downs is a Series 66-licensed financial advisor with Morgan Stanley, based in Ithaca, NY, and has 10 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships and corporate financial planning agreements.

Celine Oh is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Edward Jones since 2004, totaling 22 years at the firm. 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 large nationwide network of financial advisors and branch offices.

Tammy Korpiperkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Anthony Lubrino is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the investment advisory committee and finance committee for the Sciencenter in Ithaca, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Shara Barr is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a wider range of financial product offerings including insurance-related vehicles and bank deposit sweep options.