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.

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.

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 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.

Jeffrey Hazard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, previously affiliated with AXA Advisors until 2020. Outside of his advisory role, Hazard serves as secretary of the Adirondack-Catskill Safari Club International and participates in related events and seminars. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing third-party advisory programs, delivering investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

Stephen Golembiowski is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Cadaret, Grant & Co., Inc. for 22 years. He also has experience as a self-employed advisor spanning 24 years and acts in a fiduciary capacity through a family trust. 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, supported by a broad network of investment adviser representatives.

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.

Mark Foresti is a financial advisor at Primerica Advisors in Utica, NY, holding a Series 63 designation with 24 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. In addition to his advisory role, Foresti serves as an instructor at Utica College. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers selected through independent due diligence and provides services under a tiered wrap-fee structure.

Eugene Damico is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Tomassi serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized wealth management strategies that address their full financial picture. His client service areas include college education planning, executive compensation, employee financial health, liquidity management, portfolio management services, tax minimization, and retirement income. Paul holds a Bachelor's Degree from Pace University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual, speaking both English and Italian. Paul is committed to a financial philosophy rooted in long-term planning to help clients save and live a well-rounded life free from financial stress. In addition to his professional work, Paul is engaged in community activities and volunteers with local organizations. His personal interests include cooking, football, and music.

Christopher Carbone is a CFP® professional with 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at RBC Capital Markets. Outside of his advisory role, he serves as co-executor for his mother's estate in Barneveld, 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and diversification principles to support client portfolios.

Michael McGill is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 23 years of industry experience to his role. Since joining Merrill in 2010, he has focused on helping clients pursue their financial goals through personalized wealth management strategies. Michael works with clients on a variety of areas including college education planning, divorce transition planning, liquidity management, retirement income, philanthropic planning, socially responsible and ESG investing, and small business strategies. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Natick High School. Michael is also affiliated with the American Legion Post 1376 in New Hartford, NY. In addition to his professional commitments, he participates in charitable golf events. Outside of work, Michael enjoys numerous outdoor activities such as adventure sports, baseball, billiards, boating, fishing, golfing, ice hockey, reading, skiing, and traveling.

Scott George is a CFP®-credentialed financial advisor with 30 years of industry experience, currently with Robert W. Baird & Co. since 2018. Prior to joining Baird, he worked for M. Griffith Locke Investment Services Inc. for 13 years. He 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex alternatives.

John Sadallah is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is involved in property management and real estate through his ownership of Wolfe Property Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.