Shara Barr is a financial advisor with Wells Fargo Clearing in Ithaca, NY. She holds a Series 63 designation and has 29 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brooke Reilly is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies structured discovery processes alongside firm-approved planning tools in its advisory services.

Crista Gee is a financial advisor with Morgan Stanley in Ithaca, NY, holding a Series 63 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Arthur Lustgarten is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 24 years of industry experience. He has been affiliated with Raymond James since 2001 and also operates an accounting practice under the name Art Lustgarten, CPA, which he has run since 1991. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supported by a large advisor network and specialized institutional and municipal services.