Colette Powers is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for UBS Financial Services for 13 years before joining RBC in 2025. Powers serves on the boards of several nonprofit organizations focused on women’s business development and community support. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and portfolio management services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored strategies using a combination of in-house and third-party investment managers and provides a range of program structures and investment options.

Lisa Duncan is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of her advisory role, she is involved in her local VFW post as a bartender and event coordinator. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

David Huhtala is a CFP®-certified financial advisor with 16 years of experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at M&T Securities, Sagepoint Financial, and Prudential Insurance Company of America. He serves as a co-trustee for a family trust. 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 institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various portfolio strategies and advisor-support tools.

Wayne Randall Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. 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 a range of financial products including insurance-related vehicles and bank deposit sweep options.

Kevin James is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo since 2016. Outside of his advisory role, he pursues vintage watch collecting as a hobby, including repairing and occasionally reselling watches. 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 integrates research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Paul Kordziel is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he operates a used car dealership and serves as vice-president of the Higby Point Property Owners Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and diversification principles to support its investment offerings.

Nicole Rogers is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

A Daniel Coates is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee and holds power of attorney for family members. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, with a focus on research-driven investment selection and a broad range of financial products.

Roger Hare is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience and has previously worked at LPL Financial, American Portfolios Financial Services, Westminster Financial Advisory Corp, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Will is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at City National Bank since 2016, alongside his tenure at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

George Chrisogonou is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, Axa Advisors, Llc. Outside of his advisory role, he is involved with Falcone Insurance Agency and Guardian in non-Equitable insurance brokerage activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Maxwell Moore is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist with financial outcomes.

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.

Brandon Barba is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Equitable Advisors / AXA Advisors. Brandon holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment options through a nationwide network of advisors and branch offices.

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.

Jeffrey Jock is a CFP® with 25 years of industry experience, currently serving at LPL Financial since 2025. Prior to joining LPL, he worked at CUSO Financial Services, LP for 10 years and has been associated with Empower Federal Credit Union since 2007. 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 solutions, utilizing proprietary research, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

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.

Stephanie Chang is a Series 66-credentialed financial advisor with 12 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Based in Syracuse, NY, she provides financial planning and investment advisory services through her current firm. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary programs and third-party asset managers.

Ryan Mirisoloff is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Equitable and its predecessor entities since 2014, with prior experience at M&T Securities and M&T Bank. Outside of his advisory work, he owns a screenprinting and sales business, Print Rat, based in Syracuse, NY. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party program sponsors, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.