Jon Law is a CFP® and ChFC® affiliated with LPL Financial, with 46 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and held positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

David Powers is a Series 66-licensed financial advisor with eight years of industry experience, currently practicing at Stifel Nicolaus & Co Inc in Skaneateles, NY. His prior experience includes a short tenure at Legg Mason LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Timothy Morgan is a financial advisor with Equitable Advisors in Camillus, NY, holding a Series 66 designation and 26 years of industry experience. He previously worked at Planning Sense, Inc. for eight years and has been with Equitable Advisors since 2000. Outside of his advisory role, he serves as a volunteer Scoutmaster and board member for the Boy Scouts of America in Mattydale, NY, and is a trustee for Father as of December 2024. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Kimberly Miller is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Randal Worden is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm, Randal C. Worden, Inc., since 2005. He also has a long-standing association with Premier Financial Solutions and previously worked at Cadaret, Grant & Co., Inc. Outside of his advisory work, Worden is involved with Premier Financial Solutions, which he operates alongside his LPL Financial activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios and institutional platforms, supported by technology-enhanced research and operational tools.

Tina Solomon is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding a Series 63 designation and 16 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2009. Her business activities include selling investment-related products and providing referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodians.

Steven Horyl is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at AmeriCU Credit Union, CUNA Brokerage Services, M&T Securities, M&T Bank, and RBC Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Robert Antonacci III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Before joining LPL Financial in 2023, he worked at Cadaret, Grant & Co., Inc. and AXA Advisors. He is also the owner and operator of an accounting and tax preparation business specializing in corporate, personal, partnership, trust, and sales tax returns. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse range of non-advisory financial activities.

Jeffrey Moro is a CFP® with 15 years of experience in the financial industry. He is currently with RBC Capital Markets and previously worked at Morgan Stanley in various roles, including Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with a range of portfolio management, financial planning, and brokerage services.

Vincent Mauro is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, and Cadaret, Grant & Co., Inc. He is based in Warners, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Paul Derrick is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Nathan Melfi is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including The Prudential Insurance Company of America and Northwestern Mutual Insurance Company. Outside of advising, he has operated Moro'S Kitchen since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Christopher Bruna is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2004. He is also associated with a business entity, Robert G Rood and Associates, related to investment for tax and investment purposes. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Jason Moody is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Mutual of Omaha, MML Investors Services Inc., and MassMutual. Moody is also involved in individual insurance sales outside of his advisory role. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Frederick Shibel Jr. is a financial advisor with Stifel, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marc Franco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005 in various capacities. Outside of his advisory work, he volunteers with the Skaneateles Cares Car Club, assisting in organizing events such as car cruises and shows. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Earl Phillips is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has worked at Prudential Insurance Company of America since 1987, including a tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and financial planning services.

Michael Cook is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and has operated MJC Financial Services since 2009. Cook also provides tax preparation and accounting services in Syracuse, NY. 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 including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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.