Diane Mowry is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Outside of her advisory role, she volunteers with the American Heart Association and Zonta International’s Auburn Chapter. 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 third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Thomas Austin is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at UBS Financial Services for 34 years. Outside of his advisory role, he is a partner at Comstock Properties LLC, a real estate business involved in mortgage collection. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering comprehensive portfolio management and financial planning services.

Alden Carroll is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and beginning his career in 2025. Prior to joining RBC, he spent time working in the food service industry and education. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various advisory programs and portfolio management services tailored to clients’ risk profiles and investment preferences.

Christian Lord is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lord serves on the board and multiple committees of the McMahon Ryan Child Advocacy Center in Syracuse, including acting as race director for their 5k event. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models, serving clients in both advisory and brokerage capacities.

Christopher Donahue is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 credential and bringing 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors. 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 operates a hybrid referral and implementation model, offering advisory and brokerage/insurance channels and tailoring services based on client goals, risk tolerance, and time horizon.

Mac Mott is a Financial Advisor with Merrill Lynch Wealth Management based in downtown Chicago. He works with individuals and families to organize and plan for various aspects of their financial lives, focusing on aligning financial strategies with clients’ personal perspectives and priorities. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment finance, tax minimization, and retirement income. Mac holds a Bachelor's Degree from the University of Dayton and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mac grew up in Syracuse, New York before attending the University of Dayton. He has lived in Chicago for over three years and considers it home. Outside of work, he enjoys adventure sports, baseball, basketball, chess, football, golfing, pickleball, soccer, spending time with his family, and traveling. His approach centers on helping clients uncover what matters most to them to create strategies that pursue their financial goals.

Brett Vanantwerp is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include over 18 years at Pruco Securities, LLC and 20 years with Prudential Insurance Company of America. He is also the owner of two LLCs that provide Medicare advice and tax preparation services, respectively. 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 managed portfolio programs through an integrated platform combining advisory and brokerage products.

Sean Becker is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services since 2013, with additional roles at Berkshire Hathaway Holdings LLC and Horan Financial Services. Becker serves on several community boards, including the Baldwinsville Rotary Foundation and the Baldwinsville Marching Band Booster Club, and is involved in local networking and insurance businesses. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, serving over 800,000 clients with more than $256 billion in assets under management.

Matthew Reilley is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes multiple roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience at Robinhood Markets, Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Iris Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm’s financial planning approach incorporates structured discovery conversations and firm-approved tools to develop tailored plans, serving a broad client base with approximately $2.74 trillion in assets under management.

Devin White is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2025. He previously worked at Janney Montgomery Scott across several roles from 2017 to 2025 and has experience at Uber, U.S. Securities Associates, and Allstate Insurance. Outside of his advisory work, he serves as secretary on the board of directors for the Rotary Club of Eastwood and works as a contractor for IAABO Board 38, officiating basketball games. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple wrap fee programs, utilizing both in-house and third-party investment managers.

Robert Richardson is a financial advisor with Edward Jones in Manlius, NY, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Bridget Macko is a financial advisor at Wells Fargo Advisors in Syracuse, NY, with three years of industry experience. She holds a Series 66 license and has worked at Wells Fargo Advisors since 2021. Outside of advising, she is involved in bookkeeping for a local home building and remodeling business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Sara Kerry is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked for Cadaret, Grant & Co., Inc. for 13 years before joining LPL Financial. Outside of her advisory role, she also serves as a notary public in Manlius, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and model portfolios from both internal and third-party sources.

John Shamlian is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions 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 that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Tina Haney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and also has a concurrent role at SUNY Upstate Medical University since 2007. Outside of her advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Alexandra Carbone is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Ascent Wealth Partners and has experience working in educational institutions including Binghamton University and the University of Tampa. Outside of finance, she has worked in retail and fitness sectors. 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 services tailored to client goals and risk tolerance.

Michelle Kendall is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and 19 years of industry experience. Her previous roles include positions at Cadaret, Grant & Co., Inc. and Grove Point Investments before joining LPL Financial. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Garrett Clegg is a financial advisor with RBC Capital Markets in Syracuse, NY. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining RBC, he worked at Bankers Life and Casualty Company and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers.

Robin Roberts is a CFP® with 26 years of experience, currently serving at Raymond James Financial and Planned Results, Inc. He has held various roles since 1998, including financial advisor and operations manager at Planned Results, Inc. Outside of his advisory duties, Roberts is also a licensed life insurance agent and operates a personal income tax preparation service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting offerings.