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 28 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory role, he serves on the board of the local YMCA and is a committee member for the Sisters of St Joseph, advising them on investment and spending policies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Janet Sears is a financial advisor with RBC Capital Markets in Watertown, NY, holding Series 63 and Series 65 licenses and bringing 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, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment resources.

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 in Watertown, NY, with seven years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Blooom and AMC Theatres. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

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.

Kevin Ogrady is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for FSC Securities Corporation for 20 years before joining LPL Financial in 2019. He serves as a board member of the Rotary Foundation of Pittsford, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.