Frank Arkinson is a CFP® with 38 years of experience in the financial industry. He has been with RBC Capital Markets since 2002. Outside of his advisory work, he serves on the board of directors for a scholarship organization, holds a secretary role at a charity foundation, and is a committee member at a local church in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Jessica Fontaine is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at City National Bank, Cadaret Grant & Co., Inc., T Rowe Price, and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside a range of portfolio management and financial planning services.

Gregory Perry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1989, providing financial guidance and wealth management services. Greg's work focuses on helping clients develop strategic and personalized wealth management plans using a Goal Based Approach to Wealth Management. Greg holds a bachelor's degree in Political Science and Economics from the University of Rochester, earned in 1987. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through Merrill Lynch, Greg offers his clients a range of financial services such as retirement planning, investment portfolio planning, and college planning. Greg resides in Manlius, New York, with his wife Jane and their four children.

Justin Jones is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Utica University and several businesses in the food and beverage and real estate sectors. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, emphasizing non-discretionary asset management and maintaining compliance with ERISA 3(21) and 3(38) service policies.

Mark Worden is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for the Crouse Hospital Foundation, contributing to policy oversight and community outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets and banking services.

Edward Shanahan is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Grow Wealth Partners, Macko Financial, Wells Fargo Advisors Financial Network, and experience in education with West Genesee School District and SUNY Oswego. 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, combining advisory and brokerage services with tailored client intake processes.

Matthew Clark is a financial advisor with Edward Jones in Dewitt, NY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Parish Petro Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Michael Carroll is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements client strategies through in-house and third-party investment managers, providing options for tax management, responsible investing, and alternative investments.

Peter Grifo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Prudential Sponsored Non-Variable Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party management, and an integrated platform that includes insurance products and collateralized lending programs.

Brian Grooms is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling techniques.

Jeffrey Moro is a CFP® with 14 years of industry experience, currently serving at RBC Capital Markets. His prior experience includes over a decade at Morgan Stanley in various private bank and advisory roles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning solutions through multiple advisory programs, utilizing a combination of in-house and third-party investment managers.

Andrew Meyer is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, having been with MML Investors Services since 1983. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning supported by firm-approved analytical tools.

Jeffrey Boyea is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Outside of his advisory work, he is the owner of Classic Fish Art, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Vincent Mauro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Prudential Insurance Company of America, PRUCO Securities, LLC, and Cadaret, Grant & Co., Inc. Prior to joining LPL Enterprise, Mauro spent several years at Cadaret Grant and Company Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

Ryan Smith is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and utilizes a combination of in-house and third-party investment managers, incorporating options such as tax management and responsible investing.

Timothy Besio is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at Besio Consulting Group Ltd, Blue Owl Capital, The Carlyle Group, and PricewaterhouseCoopers LLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources.

Courtney Arria is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of East Syracuse, NY. She is also named as executor of her husband’s estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Carol Doyle is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Alexander Henn is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and was previously associated with Axa Advisors, LLC for 18 years. Outside of his advisory role, he serves on the boards of the Mallards Landing Home Owners Association and The Reading League, and acts as executor and power of attorney for his family. 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 both advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Matthew Crossman is a financial advisor at Ameriprise with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he provides notary services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.