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.

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.