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 with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. Her career includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated advisory and brokerage platform.

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 Series 63 and Series 65 designations and previously worked for American Portfolios Financial Services, Inc. for eight years. He also operates Hare & Associates Financial Services, a DBA related to his business activities at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio options.

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 credentials and over 51 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, LLC, where he worked for 21 years. Outside of his advisory role, he is involved with insurance brokerage activities through Falcone Insurance Agency and Guardian. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, 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 a broker-dealer, leveraging partnerships with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

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 with LPL Financial, holding a Series 63 designation and over 20 years of industry experience. He was previously affiliated with Avantax Advisory Services and Avantax Investment Services, working in the financial sector since 2005. In addition to his advisory work, he operates a CPA practice providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

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 advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC, and also maintains a financial professional role at Tactical Financial Solutions, focusing on insurance and investment sales and service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, and access to various brokerage and insurance products.

Jeffrey Jock is a financial advisor with LPL Financial in Syracuse, NY, holding a CFP® designation and Series 63 license, and has 24 years of industry experience. He previously worked at CUSO Financial Services for 10 years and has been associated with Empower Federal Credit Union for 19 years. 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 advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

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 financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 12 years of industry experience. She 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizons.

Ryan Mirisoloff is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at M&T Securities and AXA Advisors. Outside of his advisory work, he owns Print Rat, a screenprinting and sales business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Jonathan Catlin is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing specializes in retirement plan consulting for 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, providing tailored solutions that include insurance-related investment options alongside traditional products.