Allison Major is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. for 11 years. Additionally, she has been affiliated with Mohawk Valley Capital Management for over two decades. 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, third-party asset management, and institutional platforms, utilizing model portfolios and customized strategies supported by advanced research and operational tools.

Jonathan Pawlika is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Raymond James since 1999 and is also associated with Planned Results, Inc., where he serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and it maintains unique municipal advisory capabilities and specialized retirement plan advisory services.

Sarah Militano is a financial advisor with OSAIC in Utica, NY, holding a Series 66 designation and 13 years of industry experience. She has worked at Paradigm Consulting Inc. and Empire Retirement Plans, LLC, in addition to her role at OSAIC. Militano serves as a board member of the nonprofit Abraham House. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm utilizes various asset-allocation tools and third-party platforms to manage diverse portfolios through its network of affiliated advisers.

David Sherline is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is a silent partner in professional sports entities Syracuse Professional Sports LLC and Utica City FC, LLC, and owns a car wash business in Westmoreland, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Terry Gras is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Otsego Mutual Fire Insurance Company for five years and has held positions at Stanley Black & Decker, Travelers Insurance, and Bentley University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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.

Joseph Mazzaferro is a CFP® certificant with 14 years of industry experience. He is currently with LPL Enterprise and has prior experience at the Prudential Insurance Company of America and Pruco Securities, LLC. Mazzaferro serves as a board member for the RFA Scholar Leader Fund, where he helps evaluate scholarship candidates. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering advisory and brokerage services through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and includes access to third-party asset managers and insurance products.

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.

Logan Reinold is a Series 66-credentialed financial advisor with Equitable Advisors, based in Holland Patent, NY, and has three years of industry experience. His prior work includes roles at Berkshire Bank and Turning Stone, as well as positions outside finance such as at FedEx and SUNY Polytechnic Institute. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a mix of proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

William Eichinger is a CFP® with over 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

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.

Daniel DeBlois is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2025, he spent three years at Cadaret, Grant & Co., Inc. and eleven years at Leigh Baldwin & CO., 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 broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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.