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, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked with Pruco Securities, LLC and Prudential Insurance Company of America for more than four decades. He has held leadership roles in local economic development organizations and serves on the board of the Genesis Group of Mohawk Valley. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

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.

Amy Mielnicki is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including D'Arcangelo Financial Group, LLC, and Paradigm Consulting, Incorporated, where she also serves as Executive Vice President. Mielnicki is the CEO of Empire Retirement Plans, LLC and is a board member of the Marie A. Russo Institute, which supports fundraising for the Neighborhood Center, Inc. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diverse portfolios.

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.

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.

Jonathan Lovecchio is a financial advisor with LPL Financial, holding a Series 65 credential and bringing 45 years of industry experience. His career includes long-term roles at Cadaret, Grant & Co., Inc., Mainstay Financial, and Jon Lovecchio Financial, among others. Outside of his advisory work, he is a licensed notary in New York. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by research and technology-driven portfolio management.

Christine Vanmeter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Cadaret, Grant & Co., Inc. for 18 years and has operated Vanmeter & Vanmeter LLC since 2011. In addition to her advisory work, she is involved with Van Meter Tax Service, providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Richard Bramley is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with financial product sales and lending solutions.

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.

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 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. Leounis also operates Leounis Wealth Management, an investment-related business aligned with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various technology-driven solutions.

Rhianna Arcuri is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked with Paradigm Consulting, Inc. and Empire Retirement Plans, LLC. Outside of her advisory career, she is a dance teacher and choreographer at Mary Lourdes Academy of Dance, where she has taught for over 18 years. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory services, financial planning, and retirement plan consulting. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that can include various asset classes and third-party managed solutions.

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.

Raymond Acosta is a financial advisor with LPL Financial in Rome, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2019 and has concurrent roles at CUNA Brokerage Services, Inc. and AmeriCU Credit Union, where he has been involved for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources across diversified strategies.

Richard Hazard is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Hazard serves as a board member and treasurer of the Adirondack-Catskill Chapter of Safari Club International. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.