Leslie Shepardson is a financial advisor with LPL Enterprise holding a Series 63 designation and has 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Leslie worked at Prudential Insurance Company of America and Pruco Securities, LLC, with earlier experience at Allstate Insurance Co. Outside of advising, Leslie volunteers as a note-taker for the Whitesboro Gymnastics Boosters, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by in-house research and third-party strategists, and offers financial planning, access to asset managers, and a wrap program.

Lu Ann Losito is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and specializes in personal retirement planning, portfolio management services, and retirement income. Lu Ann works with clients to build wealth management strategies tailored to their individual needs, focusing on understanding their life priorities and collaborating to create personalized financial plans. Her professional background includes over 20 years in finance, following a 16-year career in radio. Lu Ann holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her High School Diploma from Herkimer High School. Outside of her professional work, Lu Ann enjoys cooking, golfing, and music. She and her team are actively involved in their communities, dedicating time and resources to support charitable organizations such as United Way.

Jennifer Wicks is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with LPL Financial and has previously worked at Ford, English Financial Group, Commonwealth Financial Network, Savicki Capital, and Americu Credit Union. 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 participants, banks, trust companies, and institutions. The firm offers a range of investment strategies, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

William Eichinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 52 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment solutions.

Matthew Savery is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds the CFP® and CFA® designations and has worked at Baird since 2018, following eight years at M. Griffith Investment Services, Inc. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Mary Anne Treen is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She worked at M&T Securities for three years before joining Baird in 2019. Outside of her advisory role, she owns and operates Pristine Cleaning Services CNY, a cleaning business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, businesses, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, utilizing a mix of SMA strategies and internal research tools.

Danielle Fite is a Series 66-licensed financial advisor with Morgan Stanley in Utica, NY, where she has worked since 2012. She has 10 years of industry experience. Outside of her advisory role, she serves as vice president and board member of the Westmoreland Road Elementary PTO in Whitesboro, New York. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, including personalized financial planning supported by proprietary tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Steven Broccoli Jr. is a financial advisor at Morgan Stanley in Utica, NY, holding a Series 66 designation with one year of industry experience. He has been with Morgan Stanley since 2024 and is also involved in operating Roma Sausage & Deli, an Italian deli and bakery in Utica. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage capabilities.

Nicholas Ricci is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Principal Securities Inc. Additionally, he operates a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, and institutional programs, supported by a large network of advisors and extensive operational resources.

Christopher Brennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His career includes prior roles at Cadaret, Grant & Co., Wells Fargo Clearing Services LLC, Key Investment Services LLC, HSBC Securities (USA) Inc., and Citizens Securities, Inc. Brennen also operates a non-variable insurance business alongside his advisory role. 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 spectrum of investment strategies.

Douglas Casale is a CFP® professional with 14 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Merrill and Bank of America. He serves as a power of attorney for his father and as an executor for the estates of his in-laws. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and utilizing research-driven portfolio strategies.

Melissa Motyl is a financial advisor with Robert W. Baird & Co. in Whitesboro, NY, holding a Series 66 designation and nine years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at M. Griffith Investment Services, Inc. from 2014 to 2018. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and tools tailored to client goals and risk tolerances.

David Vanmeter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and operates VanMeter & VanMeter, LLC. Outside of advising, he is an author and president of Van Meter Tax Service, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with financial planning, model portfolios, third-party asset management, and institutional platforms.

Lawrence Mantle is a financial advisor with Equitable Advisors in New Hartford, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Tyler Swartz is a financial advisor at Morgan Stanley in Utica, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., VanMeter & VanMeter, and several educational institutions. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Richard Presky is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Presky has served as past president of Mohawk Valley Economic Development and is on the Board of Directors for the Genesis Group of Mohawk Valley. He also holds the position of Treasurer for the Cornell University Cooperative Extension in Oneida County. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, brokerage, insurance products, and affiliated trust and lending services.

Jon Earl is a financial advisor with Robert W. Baird & Co. in New Hartford, NY, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked previously at M. Griffith Investment Services, Inc. and has been with Robert W. Baird since 2018. Outside of his advisory role, Mr. Earl owns Classic Sport & Luxury Motorcars and Bagg's Square Brewing Company, both non-investment related businesses. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies along with proprietary research and tools.

Janice Williams is a CFA® charterholder with 37 years of industry experience. She is currently with LPL Financial and has previously worked at firms including Royal Alliance Associates and D'arcangelo Financial Group. Outside of advisory work, she serves as an election inspector for the Oneida County Board of Elections. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms.

Amy Mielnicki is a financial advisor with OSAIC in Utica, NY, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has worked at OSAIC since 1994 and has served as Executive Vice President at Paradigm Consulting, Inc. since 2007. Additionally, she is a member of the Marie A. Russo Institute Board and participates in The Women’s Fund of Herkimer and Oneida County, contributing to nonprofit grant review and fundraising activities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and a wide range of program options supported by affiliated broker-dealer and RIA relationships.

Robert Good Jr. is a financial advisor with Ameriprise in Rome, NY, holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he serves as a Notary Public. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.