Joseph Correia is a financial advisor with LPL Financial based in Liverpool, NY, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Equitable Advisors. Outside of his advisory work, he is involved with United Financial Services in tax preparation and accounting, and he manages activities through Johnson Wealth Management Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting its large network of investment adviser representatives with advanced research and operational tools.

Brent Kessler is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his financial advisory role, he operates as an independent insurance agent specializing in dental and group disability income, disability, and long-term care insurance. Mass Mutual Investors Services 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-driven planning using advanced software tools and offers a range of event-driven planning programs.

Jason Moody is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Mutual of Omaha, MML Investors Services Inc., and MassMutual. Moody is also involved in individual insurance sales outside of his advisory role. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Sean Gardner is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2007, with a brief period at Advised Assets Groups, LLC and GWFS Equities, Inc. from 2021 to 2023. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Frederick Shibel Jr. is a financial advisor with Stifel, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marc Franco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005 in various capacities. Outside of his advisory work, he volunteers with the Skaneateles Cares Car Club, assisting in organizing events such as car cruises and shows. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Contos is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego, Diamond Baseball Holdings, ASM Global, Nichol's Supermarkets, and in education at Liverpool High School and Liverpool Middle School. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.

Joseph Scro is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at AxA Advisors, United Van Lines, CostCo, Northwestern Mutual, Hibbett Sports, and Mercyhurst University. Equitable Advisors serves individual clients, 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 delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Timothy Jennings is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools, including Secular Return Estimates and Monte Carlo simulations, while clients implement and update their plans independently.

Matthew Francis is a financial advisor with LPL Enterprise, holding Series 63 and 66 licenses and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Lasher is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Lasher serves on the Board of Directors and as Treasurer for Aquarius Cup. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice, with recommendations supported by proprietary research and algorithmic tools.

Michael Cook is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and has operated MJC Financial Services since 2009. Cook also provides tax preparation and accounting services in Syracuse, NY. 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.

Jonathan Knight is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Knight is also the CFO of Strategic Concepts Group, LLC, the holding company for his financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with its financial advisors.

Joel Urist is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and operates Urist Financial & Retirement Planning, Inc. Outside of his advisory role, he is involved with Urist Financial & Retirement Planning, Inc., dedicating time monthly to this 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. 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. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Paul Kobel is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and participation in wrap programs.

Allison Haslam is a financial advisor with Primerica Advisors, holding a Series 63 designation and 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she serves as president and volunteer for Fabius Pompey Apartments in Fabius, NY. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party managers and custodians.

Kevin Riley is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services, Inc. since 1999. He also holds Series 63 and Series 65 licenses. Outside of his advisory role, Kevin is actively involved as an owner and officer of Planned Results, Inc., a support company, and has worked as an insurance agent through the same entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers innovative advisory programs alongside municipal and public-finance services.

Allison Small is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services. Outside of her advisory role, Small is involved in coaching ice hockey for several local teams and serves as treasurer for a hockey-related organization. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients. The firm customizes investment strategies based on client risk profiles and employs both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Marcus Mcfee Walters is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AxA Advisors. Walters serves on the SUNY Oswego Gold Leadership Council and holds board positions with the Onondaga Community College Foundation and the Oswego College Foundation. He is also the owner of MMW Merch LLC, a wholesale business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm emphasizes risk assessment and client-specific program matching, offering a range of investment solutions through a network of advisers and third-party managers.