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.

Matthew Champion is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC and has held prior positions at Sagepoint Financial, Inc and The Prudential Insurance Company of America. Champion also owns a sole proprietorship focusing on insurance products, including Medicare, and serves as president of Excelsior Wealth Partners. OSAIC Wealth provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with multiple portfolio management options and supports clients through an extensive affiliate network and platform offerings.

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.

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 in East Syracuse, NY. She holds a Series 66 designation and has experience with Marathon Financial Advisors and Cadaret Grant & Co., Inc. Prior to her financial advisory roles, she worked at Dewitt Animal Hospital and Barnes & Noble. 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 and model portfolio programs, supported by a large 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.

John Ryan is a Series 66-licensed financial advisor with LPL Enterprise, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC, and has a long-standing role at Marquardt Switches Inc. John is also involved with the Manufacturers Association of Central New York in a vendor capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and a range of affiliated financial services.

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 with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has a 50% ownership in Viking Smart Slot, a non-investment-related business based in Manilus, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

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.