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.

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.

Tobias Tillemans is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as teaching positions at Asia Pacific International School and Woodstock International School. He is also the owner of Tillemans Advising, LLC, a non-operational business entity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party asset managers and custodial services.

Michelle Shauger is a financial advisor with Primerica Advisors in Rome, NY, holding Series 63 and Series 65 licenses with 24 years of experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, she has been involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers a range of model-based investment strategies supported by third-party asset managers and custodial services.

Jason Topi is a financial advisor with Morgan Stanley in Utica, NY, holding a Series 66 designation and 19 years of industry experience. His prior work includes positions at Robert W. Baird & Co. and M. Griffith Investment Services, Inc. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management serves 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 partnerships.

Dean Leounis is a financial advisor with LPL Financial based in Utica, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Royal Alliance Associates, Inc. He operates Leounis Wealth Management as an investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Rhianna Arcuri is a financial advisor at OSAIC with 11 years of industry experience and a Series 66 designation. She has worked with Empire Retirement Plans, LLC, Paradigm Consulting, Inc., and OSAIC. Outside of her financial advisory role, she has been a dance teacher and choreographer at Mary Lourdes Academy of Dance for over 18 years. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, unified managed accounts, and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and program arrangements.

Jacob Sherline is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience that includes roles in education and self-employment prior to joining Wells Fargo. His background includes work at Utica University and Foot Locker, as well as seven years in full-time education. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a focus on plan objectives and risk tolerances, and it acts as an ERISA fiduciary when providing investment advice.

Adam Parente is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2010 to 2012. Outside of his advisory role, he is involved in managing private real estate investments through ownership and decision-making roles in multiple rental properties and Woodlawn Holdings Group, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to create model asset allocations.

Mary Damico is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Michele Sheridan is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. She previously spent 25 years at M. Griffith, Inc. Michele assists the finance committee of The Women's Fund of Herkimer and Oneida Counties in developing investment policy statements. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Karim Madmoune is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2021. He serves on the finance committee of a community foundation in Oneida County, NY, and participates in audit and budget committees at a local country club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eugene D'amico is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. He serves as a finance committee member for the Boy Scouts of America Revolutionary Trails in Utica, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Dicks Jr. is a CFP® professional with 38 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. He is the president and owner of Robert A. Dicks, Jr. Inc., a property and casualty insurance agency. Outside of finance, he serves as treasurer and volunteer organizer for TriCity Lacrosse Inc., a nonprofit youth lacrosse program in Central New York. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization across various managed accounts and third-party programs.