Brian Barlow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 and analytics informed by diversification principles and modern portfolio theory.

Michael Hopkins is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon.com for seven years and at Syracuse University for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices across the United States.

Michael Tisdell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked at firms including Morgan Stanley, Cadaret, Grant & Co., INVEST Financial Corp., and Oneida Wealth Management. Outside of his advisory role, he is involved in managing real estate investments through family-owned LLCs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging extensive resources and technology to support its network of over 22,800 advisors.

Sandra Brigandi is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Shelly Terzolo is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. She has been with Cetera and its related entities since 2021 and previously worked at Avantax Advisory Services and Avantax Insurance Agency. Terzolo is also the owner and president of The Terzolo Financial Group, Inc., which provides tax and accounting services alongside investment services. Additionally, she serves on the sponsorship committee of the Road to Emmaus Ministry, assisting with fundraising efforts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network exceeding 10,000 advisors.

James Szczesniak is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill from 2009 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Jadon Lee is a financial advisor with Equitable Advisors in Syracuse, NY, holding the Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he gained experience in various roles across industries including consulting, electronics, flooring, and food service. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

David Schneid is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of professional experience to his role. He joined Merrill Lynch in 2016 and holds Series 7 and Series 66 FINRA registrations, along with NMLS licensure. David works with business owners, high net worth individuals, and families to develop financial strategies aimed at achieving both short and long-term goals. Before joining Merrill Lynch, David served as CEO of Summit Software, Microsoft’s authorized licensing agent for Visual Basic for Applications, and began his career as a mortgage trader. His background also includes experience with technology startups and investment banking. He earned a Bachelor of Science degree in Business Management and Marketing from Cornell University, where he played four years of varsity lacrosse and three years of junior varsity ice hockey. David later obtained an MBA in Finance and Entrepreneurship from Columbia University. David is active in his local community, coaching youth hockey and youth lacrosse with the Camillus Youth Hockey and Camillus Youth Lacrosse organizations. He resides in Syracuse, New York, with his wife and six children, and balances his professional career with his personal interests in various sports and family activities.

Jorge Martinez is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He brings nearly 11 years of experience in the financial industry, focusing on building strong client relationships and providing personalized financial advice. Jorge works closely with clients to understand their individual and family goals, enabling informed decisions about their financial futures. His areas of expertise include managing new wealth, personal retirement planning, and retirement income strategies. Jorge holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from the State University of New York at Buffalo and remains committed to continuing education in his field. Residing in Liverpool, NY, Jorge lives with his wife Tiffany, their son Benny, and two dogs, Colby and Moose. Outside of his professional work, he enjoys cooking, listening to music, and spending time with his family.

Peter Schneider is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Equitable Advisors. Schneider is also the owner of Schneider Wealth Management Inc., a private entity that facilitates securities, advisory, and insurance business. 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 model portfolio programs, supported by extensive operational and research tools.

Rylee Ganter is a financial advisor at Equitable Advisors in Syracuse, NY. Holding a Series 66 designation, Ganter has less than one year of industry experience. Prior roles include positions outside of finance, such as work at Excellus Blue Cross Blue Shield and Samaritan Medical Center, as well as involvement with Clarkson University and Wood Boat Brewery. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes client-specific risk assessment and utilizes third-party advisory programs and asset managers for portfolio implementation.

Gary Stam is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 2004 and holds a Series 63 designation. Stam serves as a for-profit board member of Madison Mutual Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Matthew Payne 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 Pacer Financial, Inc. and LPL Financial. Outside of his advisory role, Payne serves as president of the board for The National Chamber Orchestra and is involved in public speaking and vocal coaching, alongside co-owning an auditory rehabilitation company. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes various advisory models and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Joseph Nestler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior firms include Cadaret Grant & Co., Inc., Pruco Securities, and MCC Financial Services. He is also a notary and acts in a fiduciary capacity for the John Nestler & Mary Nestler Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Melanie Videto is a financial advisor with LPL Financial in Syracuse, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Community Bank N.A. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Larsen is a Financial Advisor based in Syracuse, working with Merrill Lynch Wealth Management. He provides services to professionals and families in Central New York, focusing on organizing financial lives and coordinating various financial priorities such as goals, portfolios, retirement planning, and debt into a unified strategy. Adam brings a background in healthcare and emphasizes education, aiming to make financial concepts easier for clients to understand. His approach supports clients in making informed financial decisions with confidence. He is committed to helping clients simplify their financial lives and build wealth intentionally through thoughtful planning and clear strategies.

Mason Gasbarre is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience and has previously worked at firms including Ameriprise, Northwestern Mutual, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a primarily model-driven investment approach and offering access to third-party asset managers and insurance products.

Scott Mackenzie is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 supported by firm-approved tools and modeling techniques.

Kevin Witmer is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Empower Federal Credit Union, CUSO Financial Services, Key Investment Services, NYlife Securities, and New York Life Insurance Company. Outside of his advisory work, he was involved with Holy Cross Church for eight years. 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor tools.

Michael Rulison is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and with 53 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.