Joseph Nestler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior firms include Cadaret Grant & Co., Inc., Pruco Securities, and MCC Financial Services. He is also a notary and acts in a fiduciary capacity for the John Nestler & Mary Nestler Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Melanie Videto is a financial advisor with LPL Financial in Syracuse, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Community Bank N.A. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Neil Pecka is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc., and currently manages operations at Horan Wealth Management. Outside of finance, he serves as a soccer referee for the United States Soccer Federation. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment approaches and account structures.

Adam Larsen is a Financial Advisor based in Syracuse, working with Merrill Lynch Wealth Management. He provides services to professionals and families in Central New York, focusing on organizing financial lives and coordinating various financial priorities such as goals, portfolios, retirement planning, and debt into a unified strategy. Adam brings a background in healthcare and emphasizes education, aiming to make financial concepts easier for clients to understand. His approach supports clients in making informed financial decisions with confidence. He is committed to helping clients simplify their financial lives and build wealth intentionally through thoughtful planning and clear strategies.

Mason Gasbarre is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience and has previously worked at firms including Ameriprise, Northwestern Mutual, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a primarily model-driven investment approach and offering access to third-party asset managers and insurance products.

Scott Mackenzie is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jamie Johnson is a financial advisor with Edward Jones in Baldwinsville, NY, holding a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2023, Jamie worked at Seint Beauty as an artist and sales consultant and was employed at Best Buy Mobile. Outside of advising, Jamie has been involved in beauty sales through Seint, mainly for personal product discounts. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kevin Witmer is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Empower Federal Credit Union, CUSO Financial Services, Key Investment Services, NYlife Securities, and New York Life Insurance Company. Outside of his advisory work, he was involved with Holy Cross Church for eight 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor tools.

Paul Spero is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and previously worked at Cadaret, Grant & Co., Inc. for 36 years. Outside of advising, he is a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

Michael Rulison is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and with 53 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

Luke Ferree is a Series 66 licensed financial advisor with LPL Financial, bringing two years of industry experience. Prior to joining LPL Financial, he worked at Cadaret Grant & Co., Inc, and has a background that includes roles outside finance such as in hospitality and banking. He is also a commissioned notary. 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 through a large network of advisors, utilizing both proprietary and third-party strategies with a broad platform of financial tools and partnerships.

Michael Fitzgerald is a CFP® credentialed financial advisor with Raymond James & Associates who has 11 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2024 before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and a variety of portfolio management strategies.

George Urist is a financial advisor with LPL Financial in East Syracuse, NY. He holds a Series 63 designation and has 42 years of industry experience, including 37 years with LPL Financial and its predecessor firms. Outside of his advisory role, he is involved in selling fixed annuities and operates businesses under Urist Financial & Associates, Inc. and Urist Financial and Retirement Planning, Inc.; he is also a licensed notary. 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 portfolios, third-party asset management, and institutional platforms.

Jeremy Caza is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Community Bank, NA, and INVEST Financial Corporation. He is also licensed as a non-variable insurance agent, specializing in disability insurance. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Meghan O’Brien is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial in 2026, she worked at PBJ Wealth Management for five years and has experience in hospitality and education sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research tools and a wide range of investment strategies.

Francesco Papa is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at Niagara Frontier Orthopedic Supplies and Sherwin Williams, as well as SUNY Oswego. 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 offers both brokerage and advisory solutions.

Daniel D'andreano is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., S.E.E.D. Planning Group, LLC, TIAA-CREF, Chase Investment Services Corp., and HSBC Securities (USA) Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, asset management, and institutional platform solutions supported by advanced advisor tools and oversight of substantial discretionary assets.

Nicholas Gacioch is a financial advisor with LPL Enterprise in Syracuse, NY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Alizabeth Erskine is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she was involved in various roles at SUNY Cortland and community organizations such as the YWCA and YMCA Cortland. Equitable Advisors serves a diverse client base including individuals, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Gregory Boshart is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.