Stephen Wisniewski is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously worked under the Axa Advisors name through 2020. Wisniewski serves as President and a board member of The Great Mexico Chamber of Commerce in Mexico, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party managers and sponsor programs, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stephen Hasso Jr. is a financial advisor with LPL Enterprise holding CFP®, ChFC®, and Series 63 designations, and has 44 years of industry experience. His prior firms include Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., National Life Group, and MSI Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Jacob Binder is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of finance, he was involved with the Idaho Falls Chukars and Oneida Nation Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Gary Lucas is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Syracuse Wealth Management, Cadaret, Grant & Co., Inc., and United Financial Services. Outside of advising, he is a notary and owns a business called 2 Bros Studios. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Thomas Donahue is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previous experience with Lincoln Financial Securities Corporation. In addition to his advisory work, he serves on the boards of two nonprofit organizations, including the Central New York Ski Racing Foundation. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and a range of investment solutions.

Garry Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at LPL Financial, Community BANK, INVEST Financial Corporation, and Signator Investors. He serves on the Finance Committee and Board of Elmcrest Children Center and is a member of the Taishoff Center Advisory Council. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through Investment Adviser Representatives and third-party sponsors, focusing on personalized investment strategies and ERISA fiduciary services.

Brennen Przybysz is a financial advisor with LPL Enterprise holding a Series 66 designation and 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Merrill, Bank of America, Morgan Stanley, and Wall Street Financial Group. LPL Enterprise provides investment advisory and brokerage services to a range of clients including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, asset managers, and insurance products through affiliated entities.

Darrick Hokanson is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Medicare Advantage and Supplement insurance sales through a business called Golden Outlook / Essential Solutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and lending services.

Erin Hannan is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked at Knit Manufacturing Solutions and American Fashion Network. She also hosts a women's networking group focused on event planning and marketing. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers model portfolios, third-party advisory programs, and fiduciary services for qualified plans.

Noah Mather is a Series 66-licensed financial advisor with LPL Enterprise, based in Syracuse, NY, and has one year of industry experience. Prior to joining LPL Enterprise, he held positions at PRUCO Securities, LLC, and has worked in a variety of roles outside the financial sector. He also works part-time as an Instacart shopper. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Justin Webb is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Equitable and its predecessor entities since 2017. Outside his advisory role, Webb participates in freelance work through Amazon Mechanical Turk, including tasks like survey work and editing. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory programs and offers services that include ERISA fiduciary support through credentialed representatives.

James Coppola is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked with Equitable Advisors since 1999 and previously with AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver its services.

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.

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.