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 at Key Investment Services LLC with 12 years of experience in the industry. He holds Series 63 and Series 65 designations. His career includes multiple roles within Key Investment Services and KeyBank from 2016 to the present. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet, and offers various wrap programs alongside ancillary insurance products integrated with KeyCorp affiliates.

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 63, 65, and 66 designations. His prior work includes positions at Frisch Financial Group, J.P. Morgan Securities, Fidelity Investments, and TD Ameritrade. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

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.

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, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Pruco Securities, LLC and Edward Jones. There are no additional outside business activities reported beyond his advisory work. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and brokerage services.

Shawn Benedict is a financial advisor with LPL Financial in Ithaca, NY, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

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® with 14 years of industry experience and currently serves as a financial advisor at LPL Financial in Spencer, NY. His prior roles include positions at Morgan Stanley and Equitable Advisors. He is also involved with Specific Solutions, Inc., a separate business focused on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Ainslie is a CFP® professional with 26 years of industry experience, currently serving at Morgan Stanley in Ithaca, NY. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and previously worked at Wells Fargo Clearing from 2011 to 2016. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

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 at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anthony Lubrino is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Lubrino serves on the investment advisory committee and finance committee for the Sciencenter in Ithaca, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shara Barr is a financial advisor with Wells Fargo Clearing in Ithaca, NY. She holds a Series 63 designation and has 29 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brooke Reilly is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies structured discovery processes alongside firm-approved planning tools in its advisory services.