Donald Storey III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent 15 years with Prudential Insurance Company of America, including 13 years at 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 through a network of investment adviser representatives. The firm emphasizes model-driven investment strategies using portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Kristin Housler is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining RBC Capital Markets in 2024. 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 various advisory programs with customizable portfolio management and financial planning services, leveraging 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 63 and Series 65 designations and 19 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2006 and is also employed at KONE Inc. since 2014. Primerica Advisors is a large institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

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, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes 15 years with IBN Financial Services, Inc. and three years at Osaic FA, Inc. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Timothy Mullane is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with 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. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning and consulting services.

Taryn Farrington is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2021, she worked at M&T Bank and M&T Securities, Inc., and spent time with Morgan Stanley and Morgan Stanley Private Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Demetri Pappa is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he served four years in the United States Army. Equitable Advisors serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Jeremy Di Cuffa is a financial advisor with J.P. Morgan Securities in Syracuse, NY, holding Series 63 and Series 66 licenses. He has 15 years of industry experience and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research with forward-looking capital market assumptions.

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® professional with 13 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Martin is also involved in providing financial planning services through Waypoint Partners. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to affiliated trust, insurance, and lending 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 CFP® professional with 28 years of experience in financial services, currently serving at Morgan Stanley. He has been with various Morgan Stanley entities since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Brown serves on the boards of Crouse Community Center and Elmcrest Children’s Center, contributing to their finance and investment committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and delivers services through a large network of financial advisors.

Brendan Dunuwila is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with LPL Financial and previously held roles at Dunuwila Wealth Management, Commonwealth Financial Network, Voya Financial Advisors, Lincoln Investment, and Merrill. Dunuwila is also involved in business management through ownership of Dunuwila Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive advisor tools and a broad non-advisory financial services platform.