James Gregg is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has occasional involvement in managing a rental property. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Maryann Pierce is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has previously worked at Cadaret, Grant & Co., Inc. for 19 years and Marathon Financial Advisors, Inc. for 11 years. 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, third-party asset management, and institutional platforms.

John Kirwan Jr. is a Series 66-licensed financial advisor with 17 years of industry experience, currently associated with Cambridge Investment Research Advisors. His prior roles include tenures at Cuso Financial Services and Empower Associated Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and proprietary model strategies, with a focus on tailoring strategies to client objectives and disclosing affiliated-strategy economics.

Ava Field is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America and Binghamton University, as well as involvement with Timber Banks Golf Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Matthew Easterly is a financial advisor with LPL Financial in East Syracuse, NY, holding a Series 63 designation and 18 years of industry experience. He has been with LPL Financial since 2007, including its predecessor LINSCO Private Ledger. Outside of his advisory role, he is involved with NBT Insurance Agency, LLC, focusing on marketing and sales of non-variable insurance products. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies for discretionary and non-discretionary management.

Cheryl Mcleod is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience guiding individuals and families through various financial transitions. She specializes in creating personalized wealth management strategies aligned with clients' goals, focusing on areas such as legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. Cheryl emphasizes understanding clients' values and life goals to develop flexible strategies suited to changing market conditions. Cheryl holds a Bachelor's Degree from Ithaca College and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her early career included serving as a volunteer firefighter and EMT-D, experiences that shaped her approach to teamwork and resilience. She has lived abroad in Bali, Indonesia, which broadened her cultural perspective. Outside of her professional work, Cheryl is active in community involvement with organizations such as Friends Forever Animal Rescue, HLACNY, Marcellus NY Food Pantry, Sunshine Horses, Eastern Farm Workers Association, and the Onondaga Hill Fire Department. She enjoys gardening, hiking, photography, reading, writing, yoga, and spending time with her family. She resides in Onondaga Hill with her husband, two sons, a rescued dog, two cats, and a flock of free-range chickens.

James Cotter is a financial advisor with Equitable Advisors in Syracuse, NY, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC from 2013 to 2020. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory platforms.

Matthew Kelsey is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. He has worked at Cetera Financial Specialists LLC, The Terzolo Financial Group, Inc., and Equitable. Kelsey is involved with The Terzolo Financial Group, Inc., where he provides executive support and account maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Sara Scardaci is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Cambridge Investment Research and First Command Financial Services, as well as periods dedicated to homemaking. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements using firm-approved software and offers specialized planning services including estate settlement and employer-sponsored programs.

James Diblasi is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of Multiple Sclerosis Resources of Central New York, a charity focused on providing support for individuals with multiple sclerosis. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm's investment approach involves proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Mark Diebold is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. 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 uses a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product sales through affiliated entities.

Donald Karlik is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 16 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advising, he is an insurance agent with Family First Life. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning and asset management services.

John Davies is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rowena Ilag Ferguson is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and eight years of industry experience. Prior to joining Primerica, she worked 18 years with Associated Gastroenterologists of CNY and currently has involvement with the Specialty Surgery Center of Central NY. She also has outside business activities related to sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model portfolio strategies managed by unaffiliated asset managers, with trade execution and custody supported by Pershing and BNY Mellon Advisors.

Kyle Mumpton is a CFP® professional with 38 years of industry experience, currently serving at Thrivent Investment Management since 2002. He has spent his entire tenure with Thrivent Financial for Lutherans, based in Liverpool, NY. Outside of his advisory role, he established an LLC to hold real estate that will house his business offices. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority. The firm’s approach combines goal-based analyses with client information and allows clients to link planning with managed-account services through a consolidated billing option.

Richard Neal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management and investment advice to individuals, families, nonprofit organizations, and institutional clients. Rick is a qualified Portfolio Manager who manages personalized or defined strategies, utilizing a range of asset classes including stocks, bonds, mutual funds, and alternative investments, often applying Merrill Lynch Wealth Management model portfolios and third-party strategies on a discretionary basis. He holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Rick earned a Bachelor’s degree in Industrial Relations from LeMoyne College and a Master’s degree in Public Administration from the State University of New York at Albany. He completed his high school education at Christian Brothers Academy. Rick is committed to his local community and serves on advisory boards such as the Alzheimer's Association, Central New York Chapter, and the New York State Children’s Alliance, Inc. He resides in Fayetteville, New York with his wife, Donna. Together, they enjoy golf, skiing, and spending time with their adult sons.

Justin Henty is a Series 66-registered financial advisor with Edward Jones in Liverpool, NY, bringing three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Milton Cat and has a background in the automotive sector. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

David Jones is a CFP® professional affiliated with Edward Jones in East Syracuse, NY, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tara Kobuszewski is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services since 2014. Outside of her advisory role, she is involved as a sales assistant at Planned Results, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs, including specialized services for municipal and public finance clients.

Frank Brown is a financial advisor with LPL Financial in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has previously worked at Cadaret, Grant & Co., Woodbury Financial Services, National Planning Corporation, and Paragon Financial Group, where he also maintains a related business entity. 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, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.