John Konefal Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Wealth Management, TD Ameritrade, and KeyBank. Konefal is also involved with Community Bank in Syracuse, NY. 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 and brokerage services, including financial planning, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, discretionary and non-discretionary management, and alternative exposures.

Michael Ferlenda is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, including its prior iteration as AxA Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment management solutions.

Wendy Morasco is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Advisors Corporation and LPL Financial. Outside of her advisory role, she participates in a family-owned siding business, handling financial record keeping. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Adam Dake is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and six years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and is also involved as a part-time volleyball coach with Pace Bootlegger. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Edward Tucker is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY. He has one year of industry experience and previously worked at Novelis for nine years and GDI for one year. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Evan Pace is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Optomi LLC, RadNet, and Rochester Institute of Technology. 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 organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Carmen Chirico is a financial advisor at Equitable Advisors with one year of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, Carmen worked at Pinnacle Investments and has been involved with Two Trees Cicero, a pizza restaurant, where they worked as a delivery driver and cook. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party partnerships.

Daniel Figueiredo is a financial advisor with LPL Financial in Auburn, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise and Axa. Outside of advising, he is involved in coaching youth soccer and owns a business called We Make Footballers Syracuse. 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 financial planning and asset management solutions, including model portfolios and third-party subadvisor access, supported by advanced operational tools.

Timothy Fortner is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Conway Porter III is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, The Empire Wealth Agency, LLC, and Princor Financial Services Corp. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a large network of investment adviser representatives.

Christopher Fragnito is a financial advisor at Equitable Advisors in Syracuse, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pine Grove Health and Country Club and LeMoyne College. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Dimora is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of advisors and third-party managers, with a focus on personalized risk assessment and matching clients to appropriate investment models.

Michael Maloney is a financial advisor at LPL Enterprise with eight years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America. He serves as a board member for the St. John Vianney School Board of Trustees, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Louis Tabone is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities, Inc. for 13 years. His career also includes longstanding experience with Agway, Inc. since 1983. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to client goals.

Kristen Parrow is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. She has previously worked with firms including AmeriCU Credit Union, KeyBank, and Axa Advisors, LLC. She is also associated with Wilmington Advisors @ M&T, a DBA related to her LPL Financial business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and proprietary research tools.

Paul Carr is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret Grant & Co., Inc. and United Financial Services. Outside of his advisory role, he is involved in tax preparation and accounting through business activities with United Wealth and Tax Services and PLC Investments and Tax Planning, and he has a teaching role with East Syracuse Minoa Central Schools. 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 provides a range of advisory and brokerage services supported by tools including machine learning, with offerings that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Silfer is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at the Office of the Comptroller of The Currency and held various roles in education. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and focuses on matching clients to appropriate investment programs based on risk tolerance and personal information.

Michael Stanton Jr. is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, and Equitable Advisors. Outside of his advisory role, Stanton is a driver representative for a family-owned race team. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers, offering financial planning, consulting, and participation in wrap programs.

Heather Sullivan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with JDS Telecom LLC and Pfs University. Outside of her advisory role, she receives compensation for referrals related to home security, automation products, and other home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure, focusing on curated portfolio models rather than institutional plan management.

Francis Mazzilli is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Empower Federal Credit Union and CUSO Financial Services, LP. 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, model portfolio programs, third-party asset management, and institutional platforms.