Michael Steele is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Solvay Bank and has a background that includes roles at Binghamton University, Apex Entertainment, and Christian Brothers Academy. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Michael Kruszona is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. He is also involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Matthew Smith is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to entering the financial advisory field, he held roles at Uber, Turo, and several other companies in varied industries. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

Lisa Miller is a financial advisor at Equitable Advisors with 23 years of industry experience. She has worked at Equitable Advisors since 2009 and previously was affiliated with Axa Advisors. Outside of her advisory role, she is a Certified Divorce Financial Analyst involved with Integrative Mediation NY and CNY Collaborative Practice and serves as an Executive of Estate Parent. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels tailored to client goals and risk tolerance.

Brandon Smith is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including prior affiliation with Axa Advisors. Outside of finance, Brandon is involved in freelance writing and music production, including songwriting and creating branded apparel for his band. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a focus on LPL-sponsored programs and a mix of discretionary and non-discretionary asset management.

Michael Corona is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he co-owns AC Squared Management LLC and C3MF Developers LLC with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Daniel Harney is a financial advisor with LPL Enterprise based in Syracuse, NY. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1993 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs, integrating adviser programs with brokerage and insurance products.

Christopher Decola is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 28 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory role, he serves as the mayor of Elbridge, New York, and is a board member of Jordan-Elbridge Dollars for Scholars. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements that utilize firm-approved analytical tools and offer various educational seminars.

Cynthia Decker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, Cynthia serves on the board of CazArts, a nonprofit organization that organizes community arts activities in Cazenovia, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives.

Donald Jaynes is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He worked at Cadaret, Grant & Co., Inc. for 25 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Sascha Milligan is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 25 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, Milligan serves as an executor for an estate. 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 IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Matthew Frechette is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner at MFME Development LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Richard Cote Jr. is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at Mass Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he and his wife run Spruce Hill Farm LLC as an Airbnb operation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Michelle Johnston is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and fiduciary responsibility.

Jacob Kopek is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has held various roles including positions at Rapid Response Monitoring and The Cheesecake Factory, where he also works part-time as a designated trainer. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional investors, offering financial planning, brokerage, insurance services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging multiple program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Deborah Fix is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Hesse is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and four years of industry experience. He has worked at Equitable Advisors since 2021 and has prior experience in various roles including positions at Nike and Siena Food Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Teresa Marriner is a CFP® professional with 40 years of industry experience, currently affiliated with Raymond James Financial in Syracuse, NY. She has worked at Raymond James since 1999 and previously was involved with TDJ Home Enterprises LLC. Outside of her advisory role, she is an agent for Planned Results, Inc., a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional portfolio management.

Nancy Collins is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation. Prior to joining RBC in 2026, she worked at UBS Financial Services Inc. for 15 years. 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 advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Brian Conboy is a financial advisor with Mass Mutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 13 years of industry experience. Since 2015, he has been with MML Investors Services and MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.