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.

Giovanni Vitale is a financial advisor with OSAIC based in North Syracuse, NY, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Securities America Advisors, Cadaret, Grant & Co., and as owner and advisor at J.S.D. and Associates, Inc. Outside of his advisory work, he is involved in a dry cleaning business through ownership with his wife. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage, investment advisory services, financial planning, and access to managed portfolios and third-party money managers. The firm utilizes asset-allocation tools and risk assessment techniques to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.

Gregory Perry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1989, providing financial guidance and wealth management services. Greg's work focuses on helping clients develop strategic and personalized wealth management plans using a Goal Based Approach to Wealth Management. Greg holds a bachelor's degree in Political Science and Economics from the University of Rochester, earned in 1987. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through Merrill Lynch, Greg offers his clients a range of financial services such as retirement planning, investment portfolio planning, and college planning. Greg resides in Manlius, New York, with his wife Jane and their four children.

Justin Jones is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 credential and one year of industry experience. His work history includes roles at Equitable Advisors and various organizations such as Utica University and several small businesses in food and beverage and abstract services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, often leveraging third-party sponsors and a range of investment options including mutual funds, ETFs, and ERISA fiduciary services.

Mark Worden is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for the Crouse Hospital Foundation, contributing to policy oversight and community outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets and banking services.

Benjamin Loder is a financial advisor at LPL Financial with six years of industry experience. He has held roles at Cadaret Grant & Co., Inc., M&T Bank, and United Financial Services. Loder is also involved with United Wealth & Tax Services, Inc., providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Laurence Schnall is a CFP® professional operating with LPL Financial, bringing 35 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Key Investment Services LLC, and KeyBanc Capital Markets Inc. He is also involved with Meridian Wealth Management in East Syracuse, NY, focusing on non-variable insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.

Edward Shanahan is a Series 66-licensed advisor with Equitable Advisors in Syracuse, NY. He has one year of industry experience with prior roles at Grow Wealth Partners, Macko Financial, and Wells Fargo Advisors Financial Network. Before entering the financial industry, he worked in the West Genesee School District and attended SUNY Oswego. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Michael Sidello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2018 and previously operated Siddello Associates, a wealth management business, since 2012. Outside of his advisory work, he is involved in music and owns a business called UpForLive Music.com, as well as www.yourvoicebeheard.org. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party management, and institutional platforms.

James Sleeper is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 14 years and Capital Strategy Group Ltd for 33 years. Sleeper also operates JBS Asset Management LLC, which supports his work within LPL Financial. 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. The firm offers a range of financial planning and investment programs, including model portfolios and third-party asset management, supported by technology tools for research and operations.

Michael Carroll is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements client strategies through in-house and third-party investment managers, providing options for tax management, responsible investing, and alternative investments.

Peter Grifo is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cadaret, Grant & Co., Inc. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brian Grooms is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling techniques.

Robert Antonacci III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Before joining LPL Financial in 2023, he worked at Cadaret, Grant & Co., Inc. and AXA Advisors. He is also the owner and operator of an accounting and tax preparation business specializing in corporate, personal, partnership, trust, and sales tax returns. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse range of non-advisory financial activities.