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.

Austin Vanderhoof is a financial advisor at OSAIC with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, and First Source FCU. Vanderhoof is also involved with several advisory entities, including The Precision Financial Group and Excelsior Wealth Partners, where he performs client communications and advisory services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing across multiple investment vehicles.

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 at LPL Financial with a Series 65 credential and 45 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., Mainstay Financial, and his own firm, Jon Lovecchio Financial. He is also a notary public in New York. 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, model portfolio programs, and institutional platforms.

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.

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. 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, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at CUNA Brokerage Services, Lifemark Securities Corp., and AmeriCU Credit Union, where he continues to serve. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Richard Hazard is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 credentials and 51 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, providing over two decades of service at the firm. Outside of his advisory role, Hazard serves as Board Member and Treasurer of the Adirondack-Catskill Chapter of Safari Club International. Equitable Advisors serves a broad client base including individuals—from non‑HNW to high‑net‑worth clients—pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of representatives and third-party sponsors, focusing on personalized risk assessment and model matching rather than proprietary wrap fee programs.

Mary Damico is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. She has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.