Jennifer Hayes is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked at Cadaret, Grant & Co., Inc. for 19 years and joined LPL Financial in 2025. 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 and access to model portfolios and third-party asset management.

Eileen Price is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2009. Price serves on the boards of Zonta of Skaneateles, a nonprofit focused on empowering women through community service, and the Friends of Minna Anthony Common Nature Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.

Wayne Randall Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Kevin James is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he collects, repairs, and occasionally resells vintage watches as a hobby. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Kordziel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he operates a used car dealership and serves as vice-president of the Higby Point Property Owners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Nicole Rogers is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise, LLC 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 utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

A Daniel Coates is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his mother and holds power of attorney for his father, managing these responsibilities with minimal time commitment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, and it includes a broader range of financial product options than typical institutional advisers.

Roger Hare is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at American Portfolios Financial Services, Westminster Financial Advisory Corp, and Janney Montgomery Scott. Additionally, he operates Hare & Associates Financial Services as a DBA for his LPL 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Robert Will is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at City National Bank since 2016, alongside his tenure at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

Daniel Michel is a financial advisor with Osaic Wealth, Inc. He holds a Series 63 designation and has 26 years of industry experience. His prior roles include positions at MassMutual, Metlife Securities, and Securities America. Outside of advisory work, he serves as General Manager of Futurity First Insurance Group and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services supported by various investment tools, third-party managers, and unified managed accounts.

George Chrisogonou is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, Axa Advisors, Llc. Outside of his advisory role, he is involved with Falcone Insurance Agency and Guardian in non-Equitable insurance brokerage activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Maxwell Moore is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist with financial outcomes.

Ronald Hongo is a financial advisor at LPL Financial with 20 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as extensive experience operating his own CPA and tax preparation firm since 1968. 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 a large network of investment adviser representatives and a variety of platform and support tools.

Brandon Barba is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Equitable Advisors / AXA Advisors. Brandon holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment options through a nationwide network of advisors and branch offices.

David Lamson is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has worked with Avantax Advisory Services, Avantax Investment Services, and currently operates Lamson Tax & Accounting Services, which he founded and has run for over 25 years. Outside of advisory work, he is involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering various portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Elizabeth Moynihan is a financial advisor at RBC Capital Markets with four years of industry experience. She previously worked at UBS Financial Services for six years and was employed with the YMCA of Greater Syracuse for eighteen years. Outside of finance, she owns and operates Borne Photography, specializing in wedding, engagement, and family photography. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers customizable advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Patrick Scherer is a financial professional at LPL Enterprise with over 10 years of industry experience. He holds a Series 63 designation and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with Tactical Financial Solutions, where he provides insurance and investment services. LPL Enterprise offers 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 and provides access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Jeffrey Jock is a CFP® with 25 years of industry experience, currently serving at LPL Financial since 2025. Prior to joining LPL, he worked at CUSO Financial Services, LP for 10 years and has been associated with Empower Federal Credit Union since 2007. 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 solutions, utilizing proprietary research, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Dianne Angelo is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Edward Jones Investments. Outside of her advisory role, she assists with event and wedding planning as an event coordinating assistant. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Stephanie Chang is a Series 66-credentialed financial advisor with 12 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Based in Syracuse, NY, she provides financial planning and investment advisory services through her current firm. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary programs and third-party asset managers.