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 and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Presky has served as past president of Mohawk Valley Economic Development and is on the Board of Directors for the Genesis Group of Mohawk Valley. He also holds the position of Treasurer for the Cornell University Cooperative Extension in Oneida County. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, brokerage, insurance products, and affiliated trust and lending services.

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.

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.

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. 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.

Adam Parente is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and is also a partial owner of Woodlawn Holdings Group, LLC, where he participates in real estate investment decisions. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Raymond Acosta is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUNA Brokerage Services, Lifemark Securities Corp., and AmeriCU Credit Union, where he continues to serve in an investment-related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by LPL Research and third-party subadvisors.

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.