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.

Avis Hill is a financial advisor with Equitable Advisors in Syracuse, NY, holding the Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors, LLC for 15 years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Brett Burbine is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Brett also operates as a financial planner within the Integrated Financial Group, a DBA affiliated with his LPL practice. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Ryan York is a financial advisor with LPL Financial, holding a Series 66 license and 16 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Pinnacle Investments, LLC. Outside of his advisory role, York teaches at Syracuse University and is involved in tax preparation and accounting through York Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by extensive research and a variety of model portfolios.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors in Cazenovia, NY, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. and Western International Securities, Inc. Outside of his advisory role, he is also active as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and multiple custody platforms.

Mark Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Advisors since 2015 in two separate tenures and previously held roles at Raymond James Financial Services and Crux Wealth Advisors. Bailey is also the owner of BWCM, LLC DBA Bailey Financial Group, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Peter Babbles Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kamille Sorber is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including during the period when the firm operated as 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 a range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Patricia Black is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee of the Syracuse Diocesan Investment Fund and is a board member of Crouse Health Systems, including participation on the hospital’s pension and compliance subcommittees. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers financial planning through structured processes and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. He holds the Series 63 and Series 65 licenses. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Kent is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and 65 designations and bringing 12 years of industry experience. He has worked with LPL Financial since 2018 and previously with INVEST Financial Corporation, Inc. He is also involved with Community Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Ronald Gniazdowski is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and Mutual of Omaha. He is also involved with New Buffalo Group, which focuses on Medicare Advantage, supplement, and Part D insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and a range of brokerage and insurance products through an integrated platform combining advisory and sales programs.

Jeffrey Baldigo is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including roles at M&T Bank, CUNA Brokerage Services, and Thrivent Financial. He is based in Clay, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Matthew Govendo is a financial advisor with OSAIC and holds a Series 63 designation. He has 11 years of industry experience, having previously worked at Securities America Advisors and Northwestern Mutual. He is also the owner of Elite Wealth Management Group LLC, which provides advisory services to help clients select managers and portfolios aligned with their financial goals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.