Ann Heyen is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services. Outside of financial services, she has held roles in education and hospitality, including work with Le Moyne College Admissions and the Best Western Astoria Bayfront Hotel. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party investment models and managers.

Michelle Lester is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, and has three years of industry experience. She previously worked at Merrill Lynch for seven years. Outside of her advisory role, she is employed in a supervisory, non-investment related position with Syracuse Parking Services and serves as power of attorney for her parents. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Jared Swift is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. His background includes roles at SUNY Empire State University, Monroe Community College, and Cutting Edge Decks, Inc. He is based in Syracuse, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Nicolosi is a Series 66 credentialed financial advisor with two years of industry experience, currently with Equitable Advisors in Syracuse, NY. His prior work includes roles at Morgan Stanley and tutoring with Varsity Tutors. Outside of finance, he is involved in online tutoring through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charities, offering financial planning and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Janna Connolly is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. She previously worked at FSC Securities Corporation for 18 years and Vision Works for 11 years. Outside of her advisory role, she assists her children with their seasonal fishing lure business by helping with sales, packaging, and inventory management. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services with investment strategies that utilize firm-provided tools and third-party platforms to construct client portfolios across various asset classes.

Andrew Whalen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Fabrizio is a financial advisor with LPL Financial in Skaneateles, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at M&T Securities, Invest Financial Corporation, and Ameriprise. Outside of his advisory role, he officiates boys lacrosse games with the National Intercollegiate Officials Association and the CNY Lacrosse Officials Association. 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 portfolio management services, utilizing various investment strategies and tools, supported by a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Charles Baracco is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at INVEST Financial Corp. and Community Bank. He is involved with OneGroup Retirement Advisors, dedicating significant time to that activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by proprietary research and technology tools.

Brandon Champion is a financial advisor with OSAIC Wealth Inc. in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC in 2024, he has been involved with Northern Pines Golf Course and SUNY Oswego since 2021, with additional experience at Delta Sonic and Cicero North Syracuse Education. He also serves as a registered assistant at Excelsior Wealth Partners LLC, where he contributes to research analysis and document management. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party solutions.

R. Rienhardt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and PFS Investments Inc. since 2006. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Daniel Adler is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked with Prudential Insurance Company of America and its affiliated firms for over a decade. His outside activities include involvement with CareValue, a Medicare Advantage-related venture. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as retirement plans and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Brian Turner is a financial advisor with Ameriprise in Cicero, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic tools overseen by a dedicated committee to generate recommendations.

Nicolette Fiermonte is a financial advisor at Stifel with 10 years at the firm and five years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a New York State Notary and notarizes client documents. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Alyssa Dosztan is a financial advisor with LPL Enterprise and holds a Series 66 designation, with two years of industry experience. She has worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC since 2024. Outside of her advisory role, Alyssa is employed as a Grants Manager at Grand Isle Supervisory Union and serves as executor for multiple family estates. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation through portfolios developed by its research department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Kevin Christopher is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and Prudential Insurance Company of America. Christopher also serves as Vice President at Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio options and utilizes various tools and third-party platforms to support client investment management.

Terence Coholan is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 designations and offering 42 years of industry experience. His prior roles include positions at Commonwealth Financial, Cadaret, Grant & Co., Inc., and 1717 Capital Management Company. He is also involved with Financial Quest Retirement Plan Services, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers various investment programs and platforms supported by advanced operational and research tools.

Justin Paterson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and Mutual of Omaha. Outside of his advisory work, he is involved in Medicare sales and service through the New Buffalo Group. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and a wrap program, with a notable emphasis on non-securities products and affiliated insurance and lending services.

Sheri Tuttle is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked at Saab, Inc. for four years, SRC, Inc. for three years, and the Salvation Army Empire State Division for seven years. Equitable Advisors serves a broad 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, utilizing both proprietary and third-party advisory solutions.

Tess Segal is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Asset Management since 2016. Outside of her advisory role, she serves as president of the Logan Building Condominium Association in Skaneateles, New York, where she is also an owner and manages a rental unit within the association's guidelines. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Hatfield is a Series 66-registered financial advisor with LPL Financial, based in Syracuse, NY, and has 22 years of industry experience. His prior experience includes roles at INVEST Financial Corp., Oneida Wealth Management, Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.