Christian Tague is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OSAIC and Securities America, Inc. Since 2019, he has also been involved with Song View Financial, a DBA related to his current firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers, utilizing third-party advisory programs alongside its own services.

John Naprawa is a Series 66-licensed financial advisor with Ameriprise in Liverpool, NY, and has four years of industry experience. His prior work includes roles at St. Joseph's Health, MacKenzie-Childs, and Cedarville University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Joseph Corona Jr. is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, he is involved in several family trusts and holds ownership interests in a few business entities unrelated to investment advisory. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Lisa Germain is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in portfolio management, personal retirement planning, and wealth planning for specific client groups including LGBT clients and women. Her focus also includes socially responsible and ESG investing, tax minimization, and retirement income strategies. With a career spanning several decades, Lisa applies her understanding of clients' life priorities to develop personalized financial plans that reflect their individual goals and aspirations. She manages discretionary investment strategies tailored to each client's unique needs utilizing a broad range of Merrill model portfolios and third-party strategies. Lisa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Alfred University. Lisa is active in professional and community organizations. She serves on the Women's Exchange Executive Committee at Merrill Lynch and is involved in the Community Mentor Program, which supports professional growth within the firm. Her personal interests include boating, golfing, painting, traveling, and adventure sports.

Donald Storey III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent 15 years with Prudential Insurance Company of America, including 13 years at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm emphasizes model-driven investment strategies using portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Kristin Housler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 16 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual client risk profiles using both in-house and third-party investment managers.

Jean Judge is a Series 63 licensed financial advisor with Morgan Stanley in Syracuse, NY, where she has worked since 2009. She has 24 years of industry experience. 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, including tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Bland is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006 and has also worked at KONE Inc since 2014. Primerica Advisors sponsors and manages a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model recommendations created by unaffiliated asset managers.

James Currier is a CFP® professional affiliated with LPL Financial in Syracuse, NY, with 10 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co., Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Vincent Mikula is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, and has three years of industry experience. Prior to joining Equitable Advisors, he held roles at Olive Garden, Union Springs Central School District, Ithaca College, and Ithaca Community Childcare Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and offering a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Healy is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

John Muckenfuss is an advisor at Equitable Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors, he held positions in various sectors including technology and nonprofit work. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.

Zachary Adams is a financial advisor at LPL Enterprise with nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he was involved with CHEP recycled pallet solutions for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and asset management solutions.

Samuel Bianchi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Ibn Financial Services, Inc. for 15 years before joining Cambridge Investment Research Advisors in 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple custody and platform arrangements.

Timothy Mullane is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance services through affiliated entities.

Taryn Farrington is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Her career includes roles at Morgan Stanley and M&T Bank, where she is also employed in banking-related functions. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and integrated financial services.

Demetri Pappa is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience in the U.S. Army from 2021 to 2025. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory platforms to deliver tailored investment solutions.

Jeremy Di Cuffa is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gillian Dimora is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2012, including its predecessor firm AXA Advisors. Outside of her advisory role, she serves as Treasurer and Board Member for the Auburn Hockey Club. Equitable Advisors serves a range of clients from individuals to institutional investors, providing financial planning, retirement plan consulting, and asset management programs. The firm employs various advisory models through third-party sponsors and offers a mix of proprietary and external investment solutions.

Michael Abraham is a financial advisor with UBS Financial Services in Syracuse, NY, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2006. Abraham serves on the Board of Directors for the Guardian Angel Society, a charity providing scholarships to economically sensitive children, and participates in its Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.