Matthew Francis is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutions, offering financial planning, advisory services, and access to a broad range of brokerage and insurance products through an integrated platform.

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 at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked previously at MJC Financial Services and Cadaret, Grant & Co., Inc. Cook also provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

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 at LPL Financial with one year of industry experience. He holds a Series 66 designation and also operates Urist Financial & Retirement Planning, Inc. Prior to his advisory role, he worked at Formlabs Inc. for six years and Liteboxer Technology Inc. for one year. 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 provides various advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. 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, Model Wealth Portfolios, third-party asset management, and access to a range of brokerage and insurance products, combining adviser programs with active financial product sales on an integrated platform.

Paul Kobel is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products through its integrated advisory and brokerage platform.

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 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AxA Advisors. Walters serves on several nonprofit boards, including the SUNY Oswego Gold Leadership Council and the Onondaga Community College Foundation Board. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage services.

Zachary Walton is a Series 66-licensed financial advisor with nine years of industry experience, currently with LPL Financial since 2025. He previously worked for Cadaret, Grant & Co., Inc. for nine years and has experience in the food service industry at Devany's Riverside Grill. Outside of advising, he is involved in farming activities in Port Byron, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Christopher Coates is a financial advisor at Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors, St Bonaventure University’s Accounting Department, and Arctic Glacier Premium Ice. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Maryann Pierce is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Marathon Financial Advisors, Inc. and Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

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, holding a Series 63 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with NBT Insurance Agency, LLC, marketing and servicing fixed life, disability, long-term care, health, and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

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 a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Kelsey is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and affiliated firms since 2023 and previously held roles at Equitable and Onondaga Community College. Kelsey also operates The Terzolo Financial Group, Inc., an investment-related business providing account maintenance, plan preparation, and executive support. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.