Paul Rubacka is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines in East Syracuse, NY. He has been with the firm since 2016, including Financial Engines Advisors L.L.C. and its affiliate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Jeffrey Moro is a CFP® with 14 years of industry experience, currently serving at RBC Capital Markets. His prior experience includes over a decade at Morgan Stanley in various private bank and advisory roles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning solutions through multiple advisory programs, utilizing a combination of in-house and third-party investment managers.

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 at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Outside of his advisory work, he is the owner of Classic Fish Art, LLC. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Kristin Walts is a financial advisor with LPL Financial in Brewerton, NY, holding a Series 63 designation and 13 years of industry experience. She has worked at NBT Bank and LPL Financial since 2017 and previously at Scottrade from 2016 to 2017. Outside of advisory services, she is involved with NBT Insurance Agency, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Vincent Mauro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Prudential Insurance Company of America, PRUCO Securities, LLC, and Cadaret, Grant & Co., Inc. Prior to joining LPL Enterprise, Mauro spent several years at Cadaret Grant and Company Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

Ryan Smith is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining RBC Capital Markets in 2025. 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 tailored investment strategies through various advisory programs and utilizes a combination of in-house and third-party investment managers, incorporating options such as tax management and responsible investing.

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 19 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of East Syracuse, NY. She is also named as executor of her husband’s estate. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

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 23 years of industry experience. He has been with Equitable Advisors since 2002 and was previously associated with Axa Advisors, LLC for 18 years. Outside of his advisory role, he serves on the boards of the Mallards Landing Home Owners Association and The Reading League, and acts as executor and power of attorney for his family. 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, offering both advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

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.

Paul Derrick is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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 with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors and Dicks Clothing & Sporting Goods. Equitable Advisors serves a broad range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Nathan Melfi is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has prior experience with Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual Insurance Company. Outside of his advisory work, he has been involved with Moro’s Kitchen since 2016. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Christopher Bruna is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2004. 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 advisory programs, financial planning, and consulting services, including both discretionary and non-discretionary management supported by research and multiple investment strategies.

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 in Syracuse, NY, holding a Series 63 designation and over 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1993 and operates under the DBA Dusckas Advisory Group, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides discretionary and non-discretionary management, utilizes model portfolios and research, and incorporates technologies such as machine learning across its offerings.

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.