Sara Kerry is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She previously spent thirteen years with Cadaret, Grant & Co., Inc. Sara is also a licensed notary public. 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 services including financial planning, model portfolios, and institutional platforms, with advisors utilizing a variety of investment strategies supported by proprietary and third-party research tools.

John Shamlian is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. He is based in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management services.

Tina Haney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and also has a concurrent role at SUNY Upstate Medical University since 2007. Outside of her advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Alexandra Carbone is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Ascent Wealth Partners and multiple academic appointments. Outside of finance, she has worked at Harley Davidson of Utica and The Fitness Mill. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Michelle Kendall is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her background includes nearly two decades at Cadaret, Grant & Co., Inc., followed by roles at Grove Point Investments and LPL Financial. 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 portfolio programs, and institutional platforms, supported by extensive resources and a network of over 22,800 advisors.

Jessica Carroll is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation. She has experience in the financial services industry since 2021, including roles at Commonwealth Financial Network and Northwestern Mutual. Outside of finance, she has been involved with Shamrock Bar through LESS Enterprises since 2023. 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 services delivered through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Garrett Clegg is a financial advisor at RBC Capital Markets in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Bankers Life and Casualty Company and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Robin Roberts is a CFP® with 26 years of experience, currently serving at Raymond James Financial and Planned Results, Inc. He has held various roles since 1998, including financial advisor and operations manager at Planned Results, Inc. Outside of his advisory duties, Roberts is also a licensed life insurance agent and operates a personal income tax preparation service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting offerings.

Avis Hill is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Brett Burbine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he works as a financial planner within Integrated Financial Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, while also engaging in affiliated trust and insurance services.

Ryan York is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Cadaret, Grant & Co., Inc., Pinnacle Investments, LLC, and Morgan Stanley. Outside of his advisory work, York teaches at Syracuse University and manages a tax preparation and accounting firm, York Capital, LLC. 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 and a range of investment programs through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. for nine years before joining Cambridge in 2025. Dunseath is also active as an insurance agent through M&D Financial Agency. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Mark Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Advisors since 2015 in two separate tenures and previously held roles at Raymond James Financial Services and Crux Wealth Advisors. Bailey is also the owner of BWCM, LLC DBA Bailey Financial Group, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, 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 both directly and through Corporate Financial Planning agreements.

Peter Babbles Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kamille Sorber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time with its predecessor firm, AxA Advisors. Equitable Advisors serves individuals across a wide range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory platforms and proprietary tools.

Patricia Black is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee for the Syracuse Diocesan Investment Fund and on the board and pension and compliance subcommittees for Crouse Health Systems. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to 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 comprehensive wealth management services across retail and institutional sectors.

Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Michael Kent is a financial advisor at LPL Financial in Syracuse, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2018, following prior roles at INVEST Financial Corporation and Community Investment Services. 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 and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Ronald Gniazdowski is a financial advisor with LPL Enterprise, holding a Series 63 license and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Mutual of Omaha Investor Services. He is also involved with the New Buffalo Group, where he receives overrides from Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities. The firm primarily implements model-driven investment strategies and offers access to third-party asset managers, along with insurance and trust services through affiliated entities.