Brian Stinson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Rapid Response Monitoring for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Hannah Lupole is a financial advisor with LPL Financial holding a Series 66 designation. She has nine years of experience at Marathon Financial Advisors and has held roles at Cadaret Grant & Co., Inc. and LPL Financial LLC. Outside of finance, she has worked at Dewitt Animal Hospital, Barnes & Noble, and Bruegger's Bagels. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management and access to research and model portfolios.

Dominick Sageer is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and 37 years of industry experience. He has worked with LPL Financial since 2004 and previously has been associated with Community BANK since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Mary O'Malley is a CFP® professional affiliated with LPL Enterprise, with 11 years of industry experience. She previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. Mary serves as a board member of the Cazenovia Lion Club Foundation, a nonprofit organization based in Cazenovia, NY. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

John Ryan is a Series 66-licensed advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC. He has also been involved with Marquardt Switches Inc. for over two decades. Additionally, John serves as a vendor for the Manufacturers Association of Central New York. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Timothy Morgan is a financial advisor with Equitable Advisors in Camillus, NY, holding a Series 66 designation and 25 years of industry experience. He has worked at Equitable Advisors since 2000 and previously spent eight years at Planning Sense, Inc. Outside of his advisory role, Morgan serves as a volunteer Scoutmaster and board member for the Boy Scouts of America in Mattydale, NY, and is a trustee for Father 12/2024. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Michael Fasulo Jr. is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006 following his tenure at Axa Advisors, LLC. Outside of his advisory role, he is an owner of BAMFFH, LLC, a business based in Manlius, NY. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Daniel Hennigan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in a gaming business and manages rental properties, including one operated via Airbnb. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory.

William Maffei is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1986 and brings over 40 years of experience in the investment business. William specializes in individual equities and fixed income, providing custom-designed portfolios tailored to meet each client's goals. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York at Cortland. William is based in Central New York and focuses on delivering a comprehensive wealth management strategy by working closely with clients to address their individual needs and assist them in making informed financial decisions.

Cole Henderson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and committee-based investment estimates.

Edward Rulison is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Cameron Hovater is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Fastenal, Keuka College, and Kless Myers Golf Management, among others. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed third-party managers.

Marion Whitfield is a financial advisor with LPL Enterprise, holding a Series 63 designation and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Whitfield worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to advisory work, Whitfield is licensed as an agent for life and health insurance products. 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 various investment and insurance products through an integrated platform that combines advisory programs with active sales of financial products.

Thomas Repass is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc, and National Planning Corporation. Outside of advisory work, he operates Thomas W Repass PLLC, providing mortgage, real estate, and non-variable insurance services. 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 range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Nichole Moles is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Alexander Thrasher is a financial advisor at Equitable Advisors in Syracuse, NY. He holds the Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at VC Lawn and Snow, Mirabito Energy Products, and the Skip Barber Racing School. 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 various third-party programs. The firm operates a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to tailor services based on client goals and risk tolerance.

Gregory Foster is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. He previously worked at BNY Mellon for 13 years before joining Equitable Advisors in 2020. Outside of his advisory role, he serves as the executor of his parents’ will. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

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.