Steven Horyl is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including roles at M&T Securities and M&T Bank. He also provides advisory services at AmeriCU Credit Union, where he has been active since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by research and model portfolios from LPL Research and third-party subadvisors.

Nancy Collins is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation. Prior to joining RBC in 2026, she worked at UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Brian Conboy is a financial advisor with Mass Mutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 13 years of industry experience. Since 2015, he has been with MML Investors Services and MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Frank Arkinson is a CFP® with 38 years of experience in the financial industry. He has been with RBC Capital Markets since 2002. Outside of his advisory work, he serves on the board of directors for a scholarship organization, holds a secretary role at a charity foundation, and is a committee member at a local church in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Jessica Fontaine is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at City National Bank, Cadaret Grant & Co., Inc., T Rowe Price, and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside a range of portfolio management and financial planning services.

Philip Stevens is a financial advisor at Edward Jones in Cicero, NY, with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of New York Mellon for fourteen years and Top Stack Staffing for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Giovanni Vitale is a financial advisor with OSAIC based in North Syracuse, NY, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Securities America Advisors, Cadaret, Grant & Co., and as owner and advisor at J.S.D. and Associates, Inc. Outside of his advisory work, he is involved in a dry cleaning business through ownership with his wife. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage, investment advisory services, financial planning, and access to managed portfolios and third-party money managers. The firm utilizes asset-allocation tools and risk assessment techniques to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.

Gregory Perry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1989, providing financial guidance and wealth management services. Greg's work focuses on helping clients develop strategic and personalized wealth management plans using a Goal Based Approach to Wealth Management. Greg holds a bachelor's degree in Political Science and Economics from the University of Rochester, earned in 1987. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through Merrill Lynch, Greg offers his clients a range of financial services such as retirement planning, investment portfolio planning, and college planning. Greg resides in Manlius, New York, with his wife Jane and their four children.

Justin Jones is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Utica University and several businesses in the food and beverage and real estate sectors. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, emphasizing non-discretionary asset management and maintaining compliance with ERISA 3(21) and 3(38) service policies.

Mark Worden is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for the Crouse Hospital Foundation, contributing to policy oversight and community outreach. 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 strategies to client goals. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets and banking services.

Benjamin Loder is a financial advisor with LPL Financial in Liverpool, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and M&T Bank. He is also involved with United Wealth & Tax Services, Inc., which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Laurence Schnall is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret Grant & Co., Inc. and Key Investment Services LLC. Schnall is involved with Meridian Wealth Management in East Syracuse, NY, where he participates in activities related to non-variable insurance and serves as an investment related representative. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, incorporating discretionary and non-discretionary management along with research-driven model portfolios and alternative strategies.

Edward Shanahan is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Grow Wealth Partners, Macko Financial, Wells Fargo Advisors Financial Network, and experience in education with West Genesee School District and SUNY Oswego. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with tailored client intake processes.

Matthew Clark is a financial advisor with Edward Jones in Dewitt, NY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Parish Petro Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Michael Sidello is a financial advisor with LPL Financial in Manlius, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cadaret, Grant & Co., Inc. from 2012 to 2018, while also operating Sidello Associates since 2012. Outside of his advisory work, Sidello is involved in music and owns the entertainment-related business UpForLive Music.com, as well as a nonprofit organization, YourVoiceBeHeard.org. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to proprietary and third-party model portfolios and employs various investment strategies supported by research and technology.

James Sleeper is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include 14 years at Cadaret, Grant & Co., Inc., and over three decades at Capital Strategy Group Ltd. Sleeper is also involved with JBS Asset Management LLC, an entity related to his work at LPL Financial. 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 representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Michael Carroll is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements client strategies through in-house and third-party investment managers, providing options for tax management, responsible investing, and alternative investments.

Peter Grifo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Prudential Sponsored Non-Variable Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party management, and an integrated platform that includes insurance products and collateralized lending programs.

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 licenses and five years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and AXA Advisors. In addition to his advisory work, he owns and operates Antonacci Accounting, providing tax preparation and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.