Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

Michael Zoli is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 12 years and Osaic FA, Inc. for two years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

Alicia Spevak is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. and Lee E. Kalin & Associates, where she continues as president and financial professional. Spevak is also an independent insurance agent and serves on the boards of several religious organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple portfolio management strategies and platform arrangements tailored to client objectives.

Eric Sullivan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 25 years of industry experience. His prior roles include positions at Securities America, Inc., Cadaret, Grant & Co., Inc., and JDS Associates, Inc. He also operates Johnston's Tax Service, Inc., a tax preparation and accounting business. 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.

Joshua Howard is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services, among other firms. Outside of his advisory role, he is co-owner of Artist Dilemma LLC, an independent fine arts business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Bradley Canavan is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. He previously worked with Avantax Investment Services and currently serves as a staff accountant with Gregory F Wilt CPA. In addition to his advisory role, he provides financial coaching focused on budgeting and debt management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multi-manager platform options.

Brian Mcknight is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked previously at CORE Federal Credit Union and CFCU Community Credit Union. In addition to his advisory role, he is a commissioned notary in the state of 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jacqueline Rudenis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at various Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services, emphasizing non-discretionary relationships supported by firm research and diverse portfolio management options.

Robert Eckermann is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at LPL Financial since 2018 and previously worked at Community Bank, NA and INVEST Financial Corporation. 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.

Michael Rossetti is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2017, following a brief tenure at MicRo Productions, LLC. Outside of his advisory role, he is employed by an affiliated entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary investment research and third-party data.

Robert Richardson is a financial advisor with Edward Jones in Manlius, NY, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors in Cazenovia, NY, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. and Western International Securities, Inc. Outside of his advisory role, he is also active as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and multiple custody platforms.

Adam Parente is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and is also a partial owner of Woodlawn Holdings Group, LLC, where he participates in real estate investment decisions. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Luis Romano is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at M&T Securities and Equitable Advisors. 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 and access to model portfolios, with support from proprietary research and technology tools.

Kevin Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2019, following five years at Lesko Securities Inc. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Ryan is a Series 66-licensed financial advisor with LPL Enterprise, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC, and has a long-standing role at Marquardt Switches Inc. John is also involved with the Manufacturers Association of Central New York in a vendor capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and a range of affiliated financial services.

Stefano Selenu is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Edward Jones for three years and owns Chef Services of New York Inc. in Syracuse, where he serves as owner, president, and chef. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephanie Garlock is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2025. She previously worked at Cadaret, Grant & Co., Inc. for 17 years. In addition to her advisory role, she is involved in tax preparation and accounting services and is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Gregory Foster is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent thirteen years at BNY Mellon. Outside of his advisory role, he serves as executor of his parents’ will. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advisory models and fiduciary services.