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.

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.

Edward Rulison is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Cameron Hovater is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has previous experience working at Fastenal, Keuka College, Kless Myers Golf Management, Cazenovia College, and Luber Associates. Equitable Advisors serves a broad 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 and third-party asset managers.

Tiffany Hoff is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with MML Investors Services LLC since 2017 and was previously with MSI Financial Services, Inc. from 2012 to 2017. Hoff has also been affiliated with Mass Mutual Life Insurance Company since 2012. MassMutual’s subsidiary, MML Investors Services, LLC, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing collaborative financial planning using advanced analytical tools and also conducts educational seminars.

Marion Whitfield is a financial advisor with LPL Enterprise and holds a Series 63 designation, bringing 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Whitfield worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MML Investors Services. Outside of advisory work, Whitfield also serves as an agent in life and health insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily implements investment strategies using model portfolios developed by LPL’s Research Department and third-party portfolio strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Thomas Repass is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc, and National Planning Corporation. Outside of advisory work, he operates Thomas W Repass PLLC, offering mortgage, real estate, and non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and diverse investment options.

Solomon Massey is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held multiple roles within the financial and insurance sectors, including ownership of Massey Doctors Insurance Specialists and the Solomon Massey Insurance Agency. His activities extend to fixed insurance product sales and life settlements. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform with discretionary and non-discretionary authority across various program structures.

Nichole Moles is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Alexander Thrasher is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at VC Lawn and Snow and Mirabito Energy Products, among others, with a background spanning various sectors before joining the firm. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and partnerships with third-party asset managers.

Kimberly Miller is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Janney Montgomery Scott, Cetera Investment Services, and Seneca Federal Savings & Loan Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings that include financial planning, model portfolio programs, third-party asset management, and institutional platforms.