Marion Whitfield is a financial advisor with LPL Enterprise, holding a Series 63 designation and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Whitfield worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to advisory work, Whitfield is licensed as an agent for life and health insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform that combines advisory programs with active sales of financial products.

Thomas Repass is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc, and National Planning Corporation. Outside of advisory work, he operates Thomas W Repass PLLC, providing mortgage, real estate, and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Solomon Massey is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held multiple roles within the financial and insurance sectors, including ownership of Massey Doctors Insurance Specialists and the Solomon Massey Insurance Agency. His activities extend to fixed insurance product sales and life settlements. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform with discretionary and non-discretionary authority across various program structures.

Nichole Moles is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Alexander Thrasher is a financial advisor at Equitable Advisors in Syracuse, NY. He holds the Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at VC Lawn and Snow, Mirabito Energy Products, and the Skip Barber Racing School. 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, utilizing LPL and multiple third-party asset managers to tailor services based on client goals and risk tolerance.

Kimberly Miller is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked previously with Cetera Investment Services and Seneca Federal Savings & Loan Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Gregory Foster is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. He previously worked at BNY Mellon for 13 years before joining Equitable Advisors in 2020. Outside of his advisory role, he serves as the executor of his parents’ will. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Thomas Bezigian is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 16 years with IC Advisory Services, Inc and The Investment Center, Inc. Outside of his advisory role, he serves as an adjunct professor in plastics engineering. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and technology solutions.

Michael Steele is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Solvay Bank and has a background that includes roles at Binghamton University, Apex Entertainment, and Christian Brothers Academy. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Michael Kruszona is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. He is also involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Matthew Smith is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to entering the financial advisory field, he held roles at Uber, Turo, and several other companies in varied industries. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

Randal Worden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2025 and has operated his own firm, Randal C. Worden, Inc., since 2005. He is also involved with Premier Financial Solutions, where he has served since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors to provide discretionary and non-discretionary management options.

Lisa Miller is a financial advisor at Equitable Advisors with 23 years of industry experience. She has worked at Equitable Advisors since 2009 and previously was affiliated with Axa Advisors. Outside of her advisory role, she is a Certified Divorce Financial Analyst involved with Integrative Mediation NY and CNY Collaborative Practice and serves as an Executive of Estate Parent. 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 employs a hybrid referral and implementation model, offering advisory and brokerage channels tailored to client goals and risk tolerance.

Brandon Smith is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including prior affiliation with Axa Advisors. Outside of finance, Brandon is involved in freelance writing and music production, including songwriting and creating branded apparel for his band. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a focus on LPL-sponsored programs and a mix of discretionary and non-discretionary asset management.

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 based in Syracuse, NY. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1993 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs, integrating adviser programs with brokerage and insurance products.

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 eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at New York Air Brake Corporation. He is also connected to Dusckas Advisory Group and Assimon Advisory Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Cynthia Decker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, Cynthia serves on the board of CazArts, a nonprofit organization that organizes community arts activities in Cazenovia, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives.