John Tarnow is a financial advisor with LPL Financial in Camillus, NY, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Charter Asset Management LLC since 2011 and at Cadaret, Grant & Co., Inc. from 2011 to 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a large network of investment adviser representatives using a range of investment strategies.

Kelly Scholl is a Series 66 licensed financial advisor with Edward Jones, based in Clay, NY, and has two years of industry experience. Prior to joining Edward Jones, Kelly operated a Pilates business and worked at the YMCA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Dwight Winkelman III is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2005. He has held roles at both Ameriprise Financial Services, Inc. and Ameriprise, with a total tenure of 18 years at the firm. Dwight serves on the board of the Dwight Winkelman Foundation, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with their financial advisors.

Randy Corl Sr. is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at Lockheed Martin, Driver's Village, and PFS Investments Inc., among others. He is involved in sales of loan products and 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, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Benjamin Hussong is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Outside of advising, he is involved in media through a radio, TV, and podcast venture called Sports Clicks and Politics and owns two local businesses, Charlees Ice Cream, Inc. and CNY Quick Quality Decks, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies on discretionary or non-discretionary bases.

Christopher Rheaume is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the sole member of two LLCs. Edward Jones is a wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and mutual funds.

Samuel Vasile is a financial advisor with RBC Capital Markets in Auburn, NY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Charles Shaw is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including prior tenure at AXA Advisors. He serves as Treasurer for the Knights of Columbus Home Corp in Auburn, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse clientele ranging from individuals to institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and emphasizes the use of third-party asset managers and program sponsors.

Sydney Hopkins is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Hopkins worked at SRC, Inc., WSYR NewsChannel9, and WVNS Fox59. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors across 15,000 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Patrick Buckley is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has been with Stifel since 2019. Prior to his career in finance, he spent seven years at Baker Street Bakery. Buckley serves on advancement and fundraising committees for the Mary Cariola Center and the Seneca Park Zoo, contributing to philanthropic and conservation efforts in the Rochester area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Michael Coomes Jr. is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Quest Financial Services and Cadaret, Grant & Co., Inc. for 22 years and spent one year with Equitable Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Baker is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as an advisor at LPL Financial and has previously worked with firms including Salt City Financial Advisors, Commonwealth Financial Network, PBJ Wealth Management, and Wells Fargo Advisors Financial Network LLC. Baker is also the owner of Thomas F. Baker Services, LLC, a private entity established to facilitate securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of investment adviser representatives who utilize various investment strategies and tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Kenneth Maag is a CFP® and Series 66-licensed financial advisor with Edward Jones in Liverpool, NY, where he has worked for 11 years. Prior to joining Edward Jones in 2015, no other firms are listed. He co-owns a second home rental property in Manteo, NC, managed by an outside agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Monk is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co., Inc., United Financial Services, Key Investment Services LLC, and KeyBanc Capital Markets Inc. In addition to her advisory role, she has involvement in several business activities, including a non-variable insurance role and a separate business entity not related to investments. 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 asset management solutions, utilizing both proprietary research and third-party strategies across diverse investment options.

Dana Derrick is a financial advisor with Morgan Stanley in Skaneateles, NY, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Morgan Stanley in 2018, Derrick worked at Cadaret, Grant & Co., Inc. and the Bank of New York. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Ronald Pratt Jr. is a financial advisor with LPL Financial, holding a Series 63 license and eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and United Financial Services. Outside of his advisory role, he owns Team Pratt Racing, a non-investment related business. 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.

Andrew Ewanyk is a financial advisor with LPL Financial in Camillus, NY, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill from 2007 to 2016 and BNY Mellon from 2016 to 2017 before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies.

Lauren Kenny is a financial advisor with Ameriprise in Baldwinsville, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she co-owns a real estate investment LLC with her husband. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Sean Becker is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services since 2013, with additional roles at Berkshire Hathaway Holdings LLC and Horan Financial Services. Becker serves on several community boards, including the Baldwinsville Rotary Foundation and the Baldwinsville Marching Band Booster Club, and is involved in local networking and insurance businesses. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, serving over 800,000 clients with more than $256 billion in assets under management.