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.

Paul Rubacka is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines in East Syracuse, NY. He has been with the firm since 2016, including Financial Engines Advisors L.L.C. and its affiliate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Andrew Meyer is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, having been with MML Investors Services since 1983. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning supported by firm-approved analytical tools.

Jeffrey Boyea is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group Inc for 11 years. Outside of his advisory work, he is the owner of Classic Fish Art, LLC, a non-investment related business. 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, and institutional platforms, with advisers utilizing both proprietary and third-party investment strategies.

Kristin Walts is a financial advisor with LPL Financial, holding a Series 63 designation and 13 years of industry experience. She has worked at LPL Financial and NBT Bank since 2017 and previously at Scottrade for one year. Outside of her advisory role, she is involved with NBT Insurance Agency, LLC. 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, model portfolio programs, and institutional platforms, with a broad array of investment options and advisor support tools.

Vincent Mauro is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, and Cadaret, Grant & Co., Inc. He is based in Warners, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Ryan Smith is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 14 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s extensive capital markets resources.

Timothy Besio is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at Besio Consulting Group Ltd, Blue Owl Capital, The Carlyle Group, and PricewaterhouseCoopers LLP. 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 from Wells Fargo Investment Institute and other sources.

Courtney Arria is a CFP® professional with 20 years of experience in the financial services industry, currently practicing at LPL Financial since 2006. She is based in East Syracuse, NY. Outside of her advisory role, she serves as the executor of her late husband's estate. 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, employing diverse strategies that include model portfolios, third-party subadvisors, and customized allocations.

Carol Doyle is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Alexander Henn is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and over 24 years of industry experience. He has worked at Equitable Advisors since 2002, including its predecessor Axa Advisors. Beyond his advisory role, he serves on the boards of the Mallards Landing Home Owners Association and The Reading League in Syracuse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory models and third-party programs to tailor investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Crossman is a financial advisor at Ameriprise with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he provides notary services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.

Kelly Varnum is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and bringing 11 years of industry experience. She has been with UBS Financial Services since 2014. 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 plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Ryan Pyland is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles at Nascentia Health and RP Consulting, as well as experience at Syracuse University and Solvay Bank. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and related services.

Samuel Reilly is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2016. Prior to his financial advisory career, he worked at Dicks Clothing & Sporting Goods for one year. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, including third-party program sponsors and discretionary management within its SAM program, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nathan Melfi is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including The Prudential Insurance Company of America and Northwestern Mutual Insurance Company. Outside of advising, he has operated Moro'S Kitchen since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Christopher Bruna is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2004. He is also associated with a business entity, Robert G Rood and Associates, related to investment for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Carla Palamone is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.