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.

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.

Gregory Foster is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent thirteen years at BNY Mellon. Outside of his advisory role, he serves as executor of his parents’ will. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advisory models and fiduciary services.

Michael Steele is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 credential and has one year of industry experience, including prior roles at Solvay Bank and various positions at Binghamton University and Christian Brothers Academy. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services, utilizing both proprietary and third-party investment programs delivered through a large network of Investment Adviser Representatives.

Michael Kruszona is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. Outside of his advisory role, he is involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Smith is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Uber and Turo and has experience in real estate and various business roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, without sponsoring its own wrap fee program.

Randal Worden is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm, Randal C. Worden, Inc., since 2005. He also has a long-standing association with Premier Financial Solutions and previously worked at Cadaret, Grant & Co., Inc. Outside of his advisory work, Worden is involved with Premier Financial Solutions, which he operates alongside his LPL Financial activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios and institutional platforms, supported by technology-enhanced research and operational tools.

Lisa Miller is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2009, and previously worked with Axa Advisors. Outside of her advisory role, she is involved as a Certified Divorce Financial Analyst with Integrative Mediation NY and CNY Collaborative Practice, and serves as an Executive of Estate Parent. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers access to a range of investment programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party managers without sponsoring its own wrap fee program.

Brandon Smith is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 license and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of finance, he is involved in freelance writing and music production, creating and selling music and brand apparel, and has also worked as an on-call movie extra and election inspector. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning and asset management through various programs, relying on both proprietary and third-party solutions tailored to client risk profiles and objectives.

Michael Corona is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he co-owns AC Squared Management LLC and C3MF Developers LLC with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Daniel Harney is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993, including a long tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and related services through its extensive network of investment adviser representatives.

Tina Solomon is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding a Series 63 designation and 16 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2009. Her business activities include selling investment-related products and providing referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodians.

Christopher Decola is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 28 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory role, he serves as the mayor of Elbridge, New York, and is a board member of Jordan-Elbridge Dollars for Scholars. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements that utilize firm-approved analytical tools and offer various educational seminars.

Christopher Assimon is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 credential and bringing eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at New York Air Brake Corporation. He is also involved with Dusckas Advisory Group and Assimon Advisory Group LLC. 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, third-party asset management, and institutional platforms.