Allison Small is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services. Outside of her advisory role, Small is involved in coaching ice hockey for several local teams and serves as treasurer for a hockey-related organization. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients. The firm customizes investment strategies based on client risk profiles and employs both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Marcus Mcfee Walters is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AxA Advisors. Walters serves on several nonprofit boards, including the SUNY Oswego Gold Leadership Council and the Onondaga Community College Foundation Board. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage services.

Christopher Coates is a financial advisor at Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors, St Bonaventure University’s Accounting Department, and Arctic Glacier Premium Ice. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

John Kirwan Jr. is a Series 66-licensed financial advisor with 17 years of industry experience, currently associated with Cambridge Investment Research Advisors. His prior roles include tenures at Cuso Financial Services and Empower Associated Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and proprietary model strategies, with a focus on tailoring strategies to client objectives and disclosing affiliated-strategy economics.

Ava Field is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America and Binghamton University, as well as involvement with Timber Banks Golf Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Cheryl Mcleod is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience guiding individuals and families through various financial transitions. She specializes in creating personalized wealth management strategies aligned with clients' goals, focusing on areas such as legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. Cheryl emphasizes understanding clients' values and life goals to develop flexible strategies suited to changing market conditions. Cheryl holds a Bachelor's Degree from Ithaca College and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her early career included serving as a volunteer firefighter and EMT-D, experiences that shaped her approach to teamwork and resilience. She has lived abroad in Bali, Indonesia, which broadened her cultural perspective. Outside of her professional work, Cheryl is active in community involvement with organizations such as Friends Forever Animal Rescue, HLACNY, Marcellus NY Food Pantry, Sunshine Horses, Eastern Farm Workers Association, and the Onondaga Hill Fire Department. She enjoys gardening, hiking, photography, reading, writing, yoga, and spending time with her family. She resides in Onondaga Hill with her husband, two sons, a rescued dog, two cats, and a flock of free-range chickens.

James Cotter is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. 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/insurance channels to implement client recommendations.

Matthew Kelsey is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and affiliated firms since 2023 and previously held roles at Equitable and Onondaga Community College. Kelsey also operates The Terzolo Financial Group, Inc., an investment-related business providing account maintenance, plan preparation, and executive support. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Diblasi is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of Multiple Sclerosis Resources of Central New York, a charity focused on providing support for individuals with multiple sclerosis. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm's investment approach involves proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Mark Diebold is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Longevity Wealth Partners LLC, an entity related to his LPL business focusing on insurance and investment sales and service. LPL Enterprise serves a broad client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Donald Karlik is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 16 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advising, he is an insurance agent with Family First Life. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning and asset management services.

John Davies is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Neal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management and investment advice to individuals, families, nonprofit organizations, and institutional clients. Rick is a qualified Portfolio Manager who manages personalized or defined strategies, utilizing a range of asset classes including stocks, bonds, mutual funds, and alternative investments, often applying Merrill Lynch Wealth Management model portfolios and third-party strategies on a discretionary basis. He holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Rick earned a Bachelor’s degree in Industrial Relations from LeMoyne College and a Master’s degree in Public Administration from the State University of New York at Albany. He completed his high school education at Christian Brothers Academy. Rick is committed to his local community and serves on advisory boards such as the Alzheimer's Association, Central New York Chapter, and the New York State Children’s Alliance, Inc. He resides in Fayetteville, New York with his wife, Donna. Together, they enjoy golf, skiing, and spending time with their adult sons.

Tara Kobuszewski is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services since 2014. Outside of her advisory role, she is involved as a sales assistant at Planned Results, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs, including specialized services for municipal and public finance clients.

Frank Brown is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., National Planning Corporation, and Paragon Financial Group Inc. Brown has maintained a non-variable insurance business concurrent with his advisory career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Colette Powers is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for UBS Financial Services for 13 years before joining RBC in 2025. Powers serves on the boards of several nonprofit organizations focused on women’s business development and community support. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and portfolio management services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored strategies using a combination of in-house and third-party investment managers and provides a range of program structures and investment options.

Lisa Duncan is a financial advisor with Wells Fargo Clearing in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is active in her community as a bartender and event coordinator for a local Veterans of Foreign Wars post. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Alexander Hawthorne is a financial advisor with Ameriprise in Oneida, NY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at United Parcel Service, Nicky Doodles, and Oneida City Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, primarily focusing on assets held in Ameriprise-managed accounts.

Jennifer Hayes is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Cadaret, Grant & Co., Inc. since 2007. 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 advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Eileen Price is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 16 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of her advisory work, she serves on the boards of Zonta of Skaneateles, a nonprofit focused on empowering women, and the Friends of Minna Anthony Common Nature Center. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 that utilizes multiple third-party asset managers and offers both advisory and brokerage channels.