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 with Wells Fargo Clearing, holding a Series 66 designation and 14 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. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than many peers, such as insurance-related vehicles and bank deposit sweep options.

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 39 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as co-executor for an investment-related estate in Barneveld, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2019, following five years at Lesko Securities Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Stefano Selenu is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Edward Jones for three years and owns Chef Services of New York Inc. in Syracuse, where he serves as owner, president, and chef. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Joseph Tiderencel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at Bank of America, Merrill, RBC Capital Markets, Community Bank, and Arrow Bank National Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with model portfolios and research from various sources.

Adam Ayouch is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2015, having also worked at Axa Advisors, LLC during part of that time. Outside of his advisory role, he serves as power of attorney and executor for his grandmother, Marguerite Miller. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Mark Hodge is a financial advisor with MassMutual Investors Services, holding a Series 63 license and bringing 48 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has a long tenure with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1984. Outside of advisory roles, he is also an insurance agent specializing in life insurance, group life, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Maria Broccoli is a financial advisor with Morgan Stanley in Naples, Florida, holding a Series 66 license and 28 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in a family-operated Italian deli business where she assists with record keeping and administrative tasks. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary analytical tools.

Jacob George is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with two years of industry experience. He has also held roles at St. John Fisher University and has a diverse work history including positions at Instacart and several service businesses. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and incorporates internal research and technology, including artificial intelligence, in its advisory approach.

Matthew Sohns is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Luke Van Meter is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret Grant & Co., Inc. and Clarkson University. Van Meter also operates Van Meter & Van Meter, LLC, an affiliated tax service business. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, including model portfolios and both discretionary and non-discretionary management.

Mark Lewandrowski is a CFP®-credentialed financial advisor with Ameriprise in Mebane, NC, bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in horse boarding and hay sales through Maple Ridge Farms and participates in finance committee budgeting and strategic planning for the United Way of the Mohawk Valley. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves clients with at least $1,000,000 in net investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Theresa Flemma is a CFP® professional with 41 years of industry experience, currently with Robert W. Baird & Co. since 2018. Prior to joining Baird, she spent 29 years at M. Griffith, Inc. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through a range of financial planning and portfolio management services tailored to client goals and risk tolerances.

James Chase is a financial advisor with LPL Financial based in Utica, NY, holding Series 63, 65, and 66 designations and 13 years of industry experience. He has worked at firms including NBT Bank N.A., Wells Fargo Clearing Services LLC, and Key Investment Services LLC. He is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Shannon Brown is a financial advisor at Edward Jones with Series 66 credentials. Brown has been with Edward Jones since 2025. Prior to entering the financial industry, Brown was involved with Helping Celebrate Abilities/Handicapped Children's Association and worked as a birth doula. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.