Giovanni Vitale is a financial advisor with OSAIC based in North Syracuse, NY, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Securities America Advisors, Cadaret, Grant & Co., and as owner and advisor at J.S.D. and Associates, Inc. Outside of his advisory work, he is involved in a dry cleaning business through ownership with his wife. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage, investment advisory services, financial planning, and access to managed portfolios and third-party money managers. The firm utilizes asset-allocation tools and risk assessment techniques to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.

Benjamin Loder is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at United Financial Services, Cadaret Grant & Co., Inc., and M&T Bank. In addition to his advisory work, he is involved in tax preparation and accounting services through United Wealth & Tax Services, Inc. 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

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.

Kristin Walts is a financial advisor with LPL Financial, holding a Series 63 designation and 13 years of industry experience. She has worked at LPL Financial and NBT Bank since 2017 and previously at Scottrade for one year. Outside of her advisory role, she is involved with NBT Insurance Agency, LLC. 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 portfolio programs, and institutional platforms, with a broad array of investment options and advisor support tools.

Joseph Correia is a financial advisor with LPL Financial based in Liverpool, NY, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Equitable Advisors. Outside of his advisory work, he is involved with United Financial Services in tax preparation and accounting, and he manages activities through Johnson Wealth Management Group LLC. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting its large network of investment adviser representatives with advanced research and operational tools.

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.

Sean Gardner is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2007, with a brief period at Advised Assets Groups, LLC and GWFS Equities, Inc. from 2021 to 2023. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Paul Myles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025 and has over a decade of experience as a licensed real estate salesperson with JF Real Estate. Outside of advisory work, he is involved in real estate sales and leasing in Syracuse, NY, and participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.

Morgan Hodinger is a financial advisor at Primerica Advisors with two years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

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.

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.

Nathan Kinne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2022. In addition to his advisory role, Kinne has served with the City of Batavia Fire Department since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm manages third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Sara Scardaci is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Cambridge Investment Research and First Command Financial Services, as well as periods dedicated to homemaking. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements using firm-approved software and offers specialized planning services including estate settlement and employer-sponsored programs.

David Mirabito is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Outside of his advisory role, he serves as Finance Committee Chairperson for the Fulton Family YMCA, overseeing financial statements and authorizing payments. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning without discretionary authority.

Elijah Weiss is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Farmers Insurance. He serves as a trustee for an irrevocable trust in Syracuse, New York. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer affiliated with MassMutual. The firm provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Kyle Mumpton is a CFP® professional with 38 years of industry experience, currently serving at Thrivent Investment Management since 2002. He has spent his entire tenure with Thrivent Financial for Lutherans, based in Liverpool, NY. Outside of his advisory role, he established an LLC to hold real estate that will house his business offices. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority. The firm’s approach combines goal-based analyses with client information and allows clients to link planning with managed-account services through a consolidated billing option.

Cameron Borowiec is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2016. Outside of his advisory role, Borowiec owns Nailed It Remodeling, LLC and works seasonally as a ski and snowboard instructor at HoliMont Ski Resort. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

David Huhtala is a CFP®-certified financial advisor with 16 years of experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at M&T Securities, Sagepoint Financial, and Prudential Insurance Company of America. He serves as a co-trustee for a family trust. 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 institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various portfolio strategies and advisor-support tools.

Ronald Hongo is a financial advisor at LPL Financial with 20 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as extensive experience operating his own CPA and tax preparation firm since 1968. 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 and model portfolio programs, supported by a large network of investment adviser representatives and a variety of platform and support tools.

Ellen Ladd is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. She has worked at Cetera and Cetera Wealth Services, LLC since 2025 and previously operated Ladd Tax & Financial Services Inc. since 2015. Outside of her advisory work, she serves as president of Ladd Tax & Financial Services Inc., which provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and a multi-manager platform.