Kristin Housler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 16 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual client risk profiles using both in-house and third-party investment managers.

Jean Judge is a Series 63 licensed financial advisor with Morgan Stanley in Syracuse, NY, where she has worked since 2009. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Bland is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006 and has also worked at KONE Inc since 2014. Primerica Advisors sponsors and manages a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model recommendations created by unaffiliated asset managers.

James Currier is a CFP® professional affiliated with LPL Financial in Syracuse, NY, with 10 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co., Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Vincent Mikula is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, and has three years of industry experience. Prior to joining Equitable Advisors, he held roles at Olive Garden, Union Springs Central School District, Ithaca College, and Ithaca Community Childcare Center. 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’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and offering a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Healy is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

John Muckenfuss is an advisor at Equitable Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors, he held positions in various sectors including technology and nonprofit work. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.

Zachary Adams is a financial advisor at LPL Enterprise with nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he was involved with CHEP recycled pallet solutions for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and asset management solutions.

Samuel Bianchi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Ibn Financial Services, Inc. for 15 years before joining Cambridge Investment Research Advisors in 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple custody and platform arrangements.

Timothy Mullane is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance services through affiliated entities.

Taryn Farrington is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Her career includes roles at Morgan Stanley and M&T Bank, where she is also employed in banking-related functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and integrated financial services.

Demetri Pappa is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience in the U.S. Army from 2021 to 2025. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory platforms to deliver tailored investment solutions.

Jeremy Di Cuffa is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Abraham is a financial advisor with UBS Financial Services in Syracuse, NY, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2006. Abraham serves on the Board of Directors for the Guardian Angel Society, a charity providing scholarships to economically sensitive children, and participates in its Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

David Martin is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. He also provides financial planning services through Waypoint Partners, a business affiliated with LPL. LPL Enterprise offers investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and other financial services.

Jon Law is a CFP® and ChFC® affiliated with LPL Financial, with 46 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and held positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Darryl Fiasconaro is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA-CREF and Morgan Stanley Dw Inc. His career includes 19 years at TIAA-CREF before joining LPL Financial in 2026. 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, model portfolio programs, third-party asset management, and institutional platforms.

Eric Brown is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently affiliated with Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley and its related entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Brown serves on the boards of the Crouse Community Center and Elmcrest Children’s Center, participating in their finance and investment committees. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate a structured planning process without providing individual security recommendations as part of standalone plans.

Matthew Champion is a CFP® professional with 21 years of industry experience. He is currently an advisor at OSAIC and has prior experience with Sagepoint Financial, The Prudential Insurance Company of America, and Pruco Securities. Outside his advisory role, he owns a sole proprietorship involved in selling insurance products, including Medicare, and serves as president of Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and investment advisory services, incorporating asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.

Ronald Case is a CFP® professional with 23 years of industry experience, currently associated with LPL Financial since 2015. Prior to joining LPL, he worked at Cadaret, Grant & Co., Inc. for eight years. He holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisory services through a large network of investment adviser representatives using customizable investment strategies.