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.

Giselle Neu is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and saving for unexpected events, with access to additional specialists in banking, credit, home financing, and small business solutions through Bank of America. Giselle specializes in helping clients manage competing financial demands, such as buying a home, funding college education, caregiving, and healthcare planning. She offers personalized portfolio strategies that adapt as clients' needs evolve, delivering ongoing advice and support. Giselle holds a Bachelor's degree from the University of Texas System and maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is a member of the National Association of Women Business Owners and communicates with clients in both English and Spanish.

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 and one year of industry experience. She previously worked at Cadaret Grant & Co., Inc. and has a longer tenure at Marathon Financial Advisors. Outside of finance, she worked at Dewitt Animal Hospital for six years. 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 portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Dominick Sageer is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial since 2004 and concurrently serves Community Bank since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, 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.

Mary O'Malley is a CFP®-certified financial advisor at LPL Enterprise with 11 years of industry experience. She has 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. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a primarily model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

David Powers is a Series 66-licensed financial advisor with eight years of industry experience, currently practicing at Stifel Nicolaus & Co Inc in Skaneateles, NY. His prior experience includes a short tenure at Legg Mason LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Graham Demo is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, he worked at ReliaQuest for four years and has experience in both corporate and academic settings. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Timothy Morgan is a financial advisor with Equitable Advisors in Camillus, NY, holding a Series 66 designation and 26 years of industry experience. He previously worked at Planning Sense, Inc. for eight years and has been with Equitable Advisors since 2000. Outside of his advisory role, he serves as a volunteer Scoutmaster and board member for the Boy Scouts of America in Mattydale, NY, and is a trustee for Father as of December 2024. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Michael Fasulo Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked for 20 years since 2006. Prior to this, he was associated with Axa Advisors, LLC for 14 years. Outside of his advisory role, he is an owner of BAMFFH, LLC in Manlius, NY. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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.