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.

Peter Schneider is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Equitable Advisors. Schneider is also the owner of Schneider Wealth Management Inc., a private entity that facilitates securities, advisory, and insurance business. 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 extensive operational and research tools.

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. Prior roles include positions outside of finance, such as work at Excellus Blue Cross Blue Shield and Samaritan Medical Center, as well as involvement with Clarkson University and Wood Boat Brewery. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes client-specific risk assessment and utilizes third-party advisory programs and asset managers for portfolio implementation.

Gary Stam is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 2004 and holds a Series 63 designation. Stam serves as a for-profit board member of Madison Mutual Insurance Company. 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 management solutions, utilizing both proprietary research and third-party strategies across various account types.

Matthew Payne is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacer Financial, Inc. and LPL Financial. Outside of his advisory role, Payne serves as president of the board for The National Chamber Orchestra and is involved in public speaking and vocal coaching, alongside co-owning an auditory rehabilitation company. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes various advisory models and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

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.

Joseph Nestler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior firms include Cadaret Grant & Co., Inc., Pruco Securities, and MCC Financial Services. He is also a notary and acts in a fiduciary capacity for the John Nestler & Mary Nestler Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Melanie Videto is a financial advisor with LPL Financial in Syracuse, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Community Bank N.A. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Larsen is a Financial Advisor based in Syracuse, working with Merrill Lynch Wealth Management. He provides services to professionals and families in Central New York, focusing on organizing financial lives and coordinating various financial priorities such as goals, portfolios, retirement planning, and debt into a unified strategy. Adam brings a background in healthcare and emphasizes education, aiming to make financial concepts easier for clients to understand. His approach supports clients in making informed financial decisions with confidence. He is committed to helping clients simplify their financial lives and build wealth intentionally through thoughtful planning and clear strategies.

Mason Gasbarre is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience and has previously worked at firms including Ameriprise, Northwestern Mutual, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a primarily model-driven investment approach and offering access to third-party asset managers and insurance 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 based in Syracuse, NY, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Empower Federal Credit Union, CUSO Financial Services, Key Investment Services, NYlife Securities, and New York Life Insurance Company. Outside of his advisory work, he was involved with Holy Cross Church for eight years. 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor tools.

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. He holds a Series 63 designation and has 42 years of industry experience, including 37 years with LPL Financial and its predecessor firms. Outside of his advisory role, he is involved in selling fixed annuities and operates businesses under Urist Financial & Associates, Inc. and Urist Financial and Retirement Planning, Inc.; he is also a licensed notary. 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 portfolios, third-party asset management, and institutional platforms.

Jeremy Caza is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Community Bank, NA, and INVEST Financial Corporation. He is also licensed as a non-variable insurance agent, specializing in disability 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 range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Meghan O’Brien is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial in 2026, she worked at PBJ Wealth Management for five years and has experience in hospitality and education sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research tools and a wide range of investment strategies.

Francesco Papa is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at Niagara Frontier Orthopedic Supplies and Sherwin Williams, as well as 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 both brokerage and advisory solutions.

Nicholas Gacioch is a financial advisor with LPL Enterprise in Syracuse, NY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Alizabeth Erskine is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she was involved in various roles at SUNY Cortland and community organizations such as the YWCA and YMCA Cortland. Equitable Advisors serves a diverse client base including individuals, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.