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.

Cynthia Decker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2012, including a role with Pruco Securities, LLC. Outside of her advisory work, she serves as a board member for CazArts, a nonprofit organization involved in organizing community arts activities in Cazenovia, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, third-party asset manager access, and affiliated non-securities services.

Donald Jaynes is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at Cadaret, Grant & Co., Inc. for 25 years before joining LPL Financial in 2021. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive technology and a large network of advisors.

Sascha Milligan is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Milligan serves as an executor for an estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Matthew Frechette is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner at MFME Development LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Richard Cote Jr. is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at Mass Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he and his wife run Spruce Hill Farm LLC as an Airbnb operation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Stephen Weston II is a financial advisor with LPL Financial based in North Syracuse, NY. He holds Series 63, Series 65, and Series 66 licenses and has five years of industry experience. Prior to joining LPL Financial, he worked at CFCU Community Credit Union and TIAA-CREF. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Michelle Johnston is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and fiduciary responsibility.

Jacob Kopek is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Rapid Response Monitoring and The Cheesecake Factory, where he continues to work part-time as a designated trainer. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and delivers services via a network of Investment Adviser Representatives.

Deborah Fix is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Hesse is a financial advisor at Equitable Advisors with a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he held roles at Siena Food Services, Nike, and Siena College. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary programs and third-party asset managers, offering investment solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Teresa Marriner is a CFP® professional with 40 years of industry experience, currently affiliated with Raymond James Financial in Syracuse, NY. She has worked at Raymond James since 1999 and previously was involved with TDJ Home Enterprises LLC. Outside of her advisory role, she is an agent for Planned Results, Inc., a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional portfolio management.

Steven Horyl is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at AmeriCU Credit Union, CUNA Brokerage Services, M&T Securities, M&T Bank, and RBC Capital Markets. He is currently involved with AmeriCU Credit Union as a financial advisor. 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, supported by a large network of investment adviser representatives.

Nancy Collins is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation. Prior to joining RBC in 2026, she worked at UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Brian Conboy is a financial advisor with Mass Mutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 13 years of industry experience. Since 2015, he has been with MML Investors Services and MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Frank Arkinson is a CFP® with 38 years of experience in the financial industry. He has been with RBC Capital Markets since 2002. Outside of his advisory work, he serves on the board of directors for a scholarship organization, holds a secretary role at a charity foundation, and is a committee member at a local church in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Jessica Fontaine is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at City National Bank, Cadaret Grant & Co., Inc., T Rowe Price, and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside a range of portfolio management and financial planning services.

Philip Stevens is a financial advisor at Edward Jones in Cicero, NY, with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of New York Mellon for fourteen years and Top Stack Staffing for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.