Ronald Hongo is a financial advisor at LPL Financial with 20 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as extensive experience operating his own CPA and tax preparation firm since 1968. 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 and a variety of platform and support tools.

Elizabeth Moynihan is a financial advisor at RBC Capital Markets with four years of industry experience. She previously worked at UBS Financial Services for six years and was employed with the YMCA of Greater Syracuse for eighteen years. Outside of finance, she owns and operates Borne Photography, specializing in wedding, engagement, and family photography. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers customizable advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Patrick Scherer is a financial professional at LPL Enterprise with over 10 years of industry experience. He holds a Series 63 designation and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with Tactical Financial Solutions, where he provides insurance and investment services. 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 and provides access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Dianne Angelo is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Edward Jones Investments. Outside of her advisory role, she assists with event and wedding planning as an event coordinating assistant. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Owen Vetro is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His background includes a variety of roles outside finance, such as working at CNY Roof Cleaners, City Winery, and Hudson Valley Pizza LLC, as well as attending Le Moyne College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jonathan Catlin is a CFP® professional at Wells Fargo Clearing with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent three years at Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Christopher Farrell is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has worked at Cadaretgrant and Integrated Planning Services, the latter of which he continues to be associated with alongside his current role at LPL. Outside of his advisory duties, he is involved with a family-related business activity. 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 financial planning and investment management services through a large network of advisors utilizing diverse strategies and technology-supported research tools.

William Squairs is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 39 years of industry experience. He has a long tenure at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, dating back to 1987. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Martha Cacciola is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a notary public and is a trustee for a patents trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions across a large network of financial advisors.

Timothy Grumley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. He has partial ownership in Turning Point Capital LLC, a real estate-related business. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Brian Barlow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics informed by diversification principles and modern portfolio theory.

Michael Hopkins is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon.com for seven years and at Syracuse University for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices across the United States.

Michael Tisdell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked at firms including Morgan Stanley, Cadaret, Grant & Co., INVEST Financial Corp., and Oneida Wealth Management. Outside of his advisory role, he is involved in managing real estate investments through family-owned LLCs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging extensive resources and technology to support its network of over 22,800 advisors.

Sandra Brigandi is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Mark Saya is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Briarwood Wealth Management, Key Investment Services LLC, and KeyBanc Capital Markets Inc. In addition to his advisory work, he serves as a tax preparer at Meridian Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

William Decker is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co. Inc. and Briarwood Wealth Management. 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 financial planning and investment management services through a large network of advisors using various portfolio strategies and institutional platforms.

Ellen Ladd is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. She has worked at Cetera and Cetera Wealth Services, LLC since 2025 and previously operated Ladd Tax & Financial Services Inc. since 2015. Outside of her advisory work, she serves as president of Ladd Tax & Financial Services Inc., which provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and a multi-manager platform.

Shelly Terzolo is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. She has been with Cetera and its related entities since 2021 and previously worked at Avantax Advisory Services and Avantax Insurance Agency. Terzolo is also the owner and president of The Terzolo Financial Group, Inc., which provides tax and accounting services alongside investment services. Additionally, she serves on the sponsorship committee of the Road to Emmaus Ministry, assisting with fundraising efforts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network exceeding 10,000 advisors.

James Szczesniak is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill from 2009 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Peter George is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for M&T Securities, Inc. for 10 years before joining LPL Financial in 2021. 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 access, and institutional platforms, supported by extensive technology and research resources.