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.

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.

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.

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.

Nicholas Dusckas is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and possessing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1993. He also operates under the DBA Dusckas Advisory Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its extensive network of advisors, offering diversified investment strategies and institutional platforms.

Steven Grzelka is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding a Series 66 designation and having 20 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, Grzelka serves as a football and lacrosse official and is vice president of a tax planning and bookkeeping business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized services including divorce planning and event-driven strategies.

Gary Casab is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include work at D'arcangelo Financial Group, Paradigm Consulting, and Royal Alliance Associates. Casab is also involved in Community Bank and The Carta Group in capacities related to financial services. 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 with an emphasis on customizable investment strategies, supported by extensive operational tools and a broad platform of financial products.

John Benns Jr. is a financial advisor at LPL Enterprise with 17 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in non-variable insurance activities aligned with his advisory business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Paul Ridley is a Financial Advisor at Merrill Lynch Wealth Management based in Syracuse, NY. He works closely with individuals, families, retirees, and business owners throughout Syracuse, Central New York, and surrounding communities to develop personalized financial strategies. His professional focus areas include liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Paul provides ongoing advice and guidance tailored to clients' unique needs and aspirations. With more than 15 years of experience in financial planning, investment management, retirement planning, insurance strategies, and wealth management, Paul has worked in various financial institutions, including Fidelity Investments, Goldman Sachs, and Merrill Lynch. Before returning to the Syracuse area, he gained experience in both institutional and retail financial environments, enhancing his perspective on investment analysis, client relationship management, and market dynamics. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from the University of Kentucky. Paul's approach begins with understanding what matters most to each client, aiming to build strategies around their goals, values, and priorities. Outside of his professional work, he is involved with community organizations such as Genesis Group, Habitat for Humanity, Helping Hounds, and Humane CNY. His personal interests include football, hiking, running, and skiing.

Michael Cousineau is a financial advisor with LPL Enterprise based in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Cousineau is involved in business consulting for RV rental operations. LPL Enterprise 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 employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Patrick Mahar is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services since 1995. He joined Merrill Lynch in 2006 following the acquisition of his previous employer. Patrick's professional focus centers on assisting individuals, families, and businesses in achieving their short- and long-term financial objectives through a consultative and objective wealth management approach. Patrick holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp. He is also a qualified Portfolio Advisor, providing clients with traditional financial advice as well as tailored investment strategies that include Merrill Lynch Wealth Management and approved third-party managers. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, and investment strategy for both individual and corporate clients. A 1992 graduate of Cornell University, Patrick resides in Westvale, New York, with his wife Beth and their two children. Outside of his professional commitments, he enjoys golf, skiing, ice hockey, music, and spending time with his family.