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.

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.

Jay Scienza is a financial advisor with LPL Financial in Herkimer, NY, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. His prior roles include positions at NBT Bank, Bank of America, Merrill, and Key Investment Services. 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 model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

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.

Dalton Eastup is a financial advisor at Morgan Stanley with four years of industry experience. He has worked at several firms, including Robert W. Baird & Co. Incorporated and Equitable Advisors, LLC. Outside of finance, he has been involved with Griffiss Local Development Corporation and SUNY Brockport. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and diverse investment strategies.

Joseph Desarro is a financial advisor with Morgan Stanley in Utica, NY, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley since 2012 and has been associated with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with 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 offers services through both direct client relationships and Corporate Financial Planning agreements.

Austin Vanderhoof is a financial advisor at OSAIC with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Equity Services Inc and National Life Group. Outside of OSAIC, he is involved with The Precision Financial Group and other advisory roles related to the sale and service of fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with multiple portfolio options and a range of affiliated service relationships.

Justin Sipley is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2017, including a current role at Morgan Stanley Private Bank, N.A. since 2024. Prior to that, he spent a year at Access Federal Credit Union. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Christine Vanmeter is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Cadaret, Grant & Co., Inc. for 18 years. In addition to her advisory role, she operates Vanmeter & Vanmeter LLC and Van Meter Tax Service, which provides tax preparation and accounting services. 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 access to third-party asset management, with a focus on a diverse set of investment strategies and operational support tools.

Richard Bramley is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. 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. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Zachary Maxwell is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has worked at Baird since 2018, following five years at M. Griffith Investment Services, Inc. He was also involved with United Cerebral Palsy for nine years. Maxwell is part of The DDK Group, a team within Baird’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 range of investment strategies and overlay solutions tailored to client goals and risk tolerances.

Dennis Coughlin is a CFP® with 30 years of industry experience, currently associated with LPL Financial. He has worked at firms including Coughlin Giambrone, LLC and Commonwealth Financial Network. Outside of advisory work, he teaches retirement planning courses at SUNY Institute of Technology and serves as a trustee for several trusts. 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 financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Peter Vanetten is a financial advisor with Primerica Advisors in Utica, NY, holding a Series 63 designation and over 22 years of industry experience. He has worked with PFS Investments Inc. since 2003 and spent 12 years at HeritageEnergy from 2008 to 2020. In addition to advising, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies supported by third-party asset managers and offers a range of tactical and strategic investment models.