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.

Shelly Terzolo is a financial advisor with Cetera, holding a Series 63 designation and bringing 23 years of industry experience. She has worked at Cetera since 2021 and previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services dating back to 2002. Terzolo is the owner and president of The Terzolo Financial Group, Inc., which provides tax and accounting services in addition to investment services. She also serves as a sponsorship committee member for the Road to Emmaus Ministry board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

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 possessing 20 years of industry experience. He worked at M&T Securities, Inc. for ten years before joining LPL Financial in 2021. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology such as machine learning to support diversified investment strategies.

Jadon Lee is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 credential. He has one year of industry experience and has held various roles prior to joining Equitable Advisors, including positions in consulting and retail. 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, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

David Schneid is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of professional experience to his role. He joined Merrill Lynch in 2016 and holds Series 7 and Series 66 FINRA registrations, along with NMLS licensure. David works with business owners, high net worth individuals, and families to develop financial strategies aimed at achieving both short and long-term goals. Before joining Merrill Lynch, David served as CEO of Summit Software, Microsoft’s authorized licensing agent for Visual Basic for Applications, and began his career as a mortgage trader. His background also includes experience with technology startups and investment banking. He earned a Bachelor of Science degree in Business Management and Marketing from Cornell University, where he played four years of varsity lacrosse and three years of junior varsity ice hockey. David later obtained an MBA in Finance and Entrepreneurship from Columbia University. David is active in his local community, coaching youth hockey and youth lacrosse with the Camillus Youth Hockey and Camillus Youth Lacrosse organizations. He resides in Syracuse, New York, with his wife and six children, and balances his professional career with his personal interests in various sports and family activities.

Jorge Martinez is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He brings nearly 11 years of experience in the financial industry, focusing on building strong client relationships and providing personalized financial advice. Jorge works closely with clients to understand their individual and family goals, enabling informed decisions about their financial futures. His areas of expertise include managing new wealth, personal retirement planning, and retirement income strategies. Jorge holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from the State University of New York at Buffalo and remains committed to continuing education in his field. Residing in Liverpool, NY, Jorge lives with his wife Tiffany, their son Benny, and two dogs, Colby and Moose. Outside of his professional work, he enjoys cooking, listening to music, and spending time with his family.

Rylee Ganter is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation. Ganter has less than one year of industry experience and has previously worked in healthcare and education sectors, including roles at Excellus Blue Cross Blue Shield and Samaritan Medical Center. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver its solutions.

Gary Stam is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has been with LPL since 2004. Stam serves as a for-profit board member of Madison Mutual Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Matthew Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at Pacer Financial, Inc. and LPL Financial. Outside of finance, he serves as president of the board for the National Chamber Orchestra and is involved in public speaking and vocal coaching. 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 a range of third-party programs. The firm employs a hybrid referral and implementation model utilizing both advisory and brokerage channels.

Katherine Schmid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her work background includes roles at Primerica Financial Services, On Point For College, and Erie Materials. Outside of finance, she owns The Soulful Abode, a craft business through which she creates and sells handmade items at craft events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while providing custody and trade execution through Pershing and Primerica Brokerage Services.

Melanie Videto is a financial advisor with LPL Financial based in Syracuse, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Equitable Advisors LLC and held roles in various other organizations including Community Bank N.A. and Delaware North. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, 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 supported by research and model portfolios.

Mason Gasbarre is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Ameriprise, and Northwestern Mutual. Gasbarre has also been involved in non-investment activities such as work with Victor Hills Golf Club and the YMCA of Greater Rochester. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products using an integrated platform that combines adviser programs with active sales of financial products.

Scott Mackenzie is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kevin Witmer is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Empower Federal Credit Union, CUSO Financial Services, Key Investment Services, KEY BANK, NYlife Securities LLC, and New York Life Insurance Co. He has also been involved with Holy Cross Church for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Rulison is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and with 53 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

George Urist is a financial advisor with LPL Financial in East Syracuse, NY, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 1989. Urist is also a licensed notary and has been involved in selling fixed annuities under related business entities. 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 range of financial planning and advisory programs, supported by model portfolios, third-party subadvisors, and proprietary research.

Jeremy Caza is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes roles at Community Bank, NA and INVEST Financial Corporation. He also serves as a disability insurance agent with Hanleigh Insurance and Guardian. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios and research.

Francesco Papa is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Niagara Frontier Orthopedic Supplies and Sherwin Williams. He also has a background with SUNY Oswego. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kim Emperato is a financial advisor with LPL Financial based in Jordan, NY, holding a Series 63 designation and 16 years of industry experience. Prior to joining LPL Financial in 2018, Kim worked at H.D. Vest Advisory Services and H.D. Vest Investment Services, as well as Daniel R. Cuddy, CPA. Outside of advisory work, Kim is a notary, a role held since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies supported by internal and third-party research.