Tracie Mc Carthy is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Deborah Griffith is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 29 years. Griffith serves on the Board of Trustees for the Union Academy of Belleville, a nonprofit organization dedicated to maintaining the historical integrity of the academy. 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, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

Maureen Novak is a CFP®-certified financial advisor with Morgan Stanley, based in Syracuse, NY, and has 26 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she is a partner in MARREV LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Gregory Burns is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management based in Syracuse, New York. He began his career with Merrill in 1990 at the New York City, 5th Avenue office. In his current role, he focuses on wealth management investment and planning strategies, working with individuals and small businesses to help them achieve their financial goals and objectives. Greg specializes in investment management strategies, retirement income, estate planning services, wealth transfer, philanthropic giving strategies, and qualified retirement plans. He and his team utilize a Goals Based strategy to wealth management that emphasizes understanding and prioritizing clients' financial goals and objectives. Gregory holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and is also a Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor's degree in Psychology from Syracuse University. Outside of his professional career, Gregory resides in Fayetteville with his wife Amy and their three children. He is involved in youth sports and fundraising activities and enjoys biking, boating, golfing, reading, running, skiing, tennis, and traveling.

Scott Harlander is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.

Deven Coleman is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he was involved with 325 Productions, LLC for seven years. 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 various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor solutions based on client goals and risk tolerance.

Stephen Wisniewski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Wisniewski serves as President of The Great Mexico Chamber of Commerce in Mexico, NY. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model with access to various third-party asset managers and offers both advisory and brokerage/insurance channels to implement client recommendations.

Stephen Hasso Jr. is a CFP® and ChFC® affiliated with LPL Enterprise, bringing 43 years of industry experience. His prior roles include positions at Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., and National Life Group. He maintains involvement with Century Hill Financial Group as a DBA for LPL business activities. 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, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products and lending services.

Jacob Binder is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of finance, he was involved with the Idaho Falls Chukars and Oneida Nation Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Gary Lucas is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc., United Financial Services, and Syracuse Wealth Management. Outside of his advisory work, he is a notary and owns a business called 2 Bros Studios. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, using both discretionary and non-discretionary management strategies supported by internal and third-party research.

Thomas Donahue is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previous experience with Lincoln Financial Securities Corporation. In addition to his advisory work, he serves on the boards of two nonprofit organizations, including the Central New York Ski Racing Foundation. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and a range of investment solutions.

Garry Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, previously working at LPL Financial, Community BANK, and INVEST Financial Corporation. Payne serves on the Finance Committee and Board of Elmcrest Children Center and is a member of the Taishoff Center Advisory Council. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk profiles.

Brennen Przybysz is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. He has also maintained roles with Prudential Insurance Company of America and Pruco Securities, LLC since 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by integrated platforms that combine adviser programs with financial product sales and collateralized lending options.

Darrick Hokanson is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in Medicare Advantage and Supplements sales through Golden Outlook / Essential Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Erin Hannan is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked in knit manufacturing and the fashion industry. Outside of her advisory role, she hosts a women’s networking group that organizes events to expand membership. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Noah Mather is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at PRUCO Securities, LLC, Texas Roadhouse, and various other positions including part-time employment as an Instacart shopper. 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, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes insurance products and collateralized lending services.

Justin Webb is a financial advisor at Equitable Advisors with eight years of industry experience. He has been with Equitable and its affiliated entities since 2017. Outside of his advisory role, Webb participates in freelance work through Amazon Mechanical Turk, engaging in tasks such as survey work and editing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

James Coppola is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors during the same period. Equitable Advisors serves individual investors across a broad spectrum, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. 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.

Luis Romano is a financial advisor with LPL Financial in Fayetteville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. Before joining LPL Financial in 2021, he worked at M&T Securities from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a wide range of advisory programs and brokerage services through a national network of investment adviser representatives.

Christian Tague is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at OSAIC and Securities America, Inc. He is also involved with Song View Financial, a DBA under Equitable associated with Peter Tague. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.