Shawn Tetreault is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience and previously worked at The Prudential Insurance Co. of America and PRUCO Securities, LLC. From 2011 to 2023, he was affiliated with the Knights of Columbus. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

John Tarnow is a financial advisor with LPL Financial in Camillus, NY, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Charter Asset Management LLC since 2011 and at Cadaret, Grant & Co., Inc. from 2011 to 2025. 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, with advice provided through a large network of investment adviser representatives using a range of investment strategies.

Joshua Keirsbilck is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Equitable Advisors, LLC. In addition to his advisory role, he is active as a DoorDash driver. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Christopher Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities INC. He is also the owner and senior advisor of TMRW Financial Group, a business related to his LPL practice. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation, while also facilitating insurance product sales and affiliated trust services.

Matthew Michalak is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo firms since 2010. 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.

Dwight Winkelman III is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2005. He has held roles at both Ameriprise Financial Services, Inc. and Ameriprise, with a total tenure of 18 years at the firm. Dwight serves on the board of the Dwight Winkelman Foundation, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with their financial advisors.

Anthony Baeumler is a financial advisor with LPL Enterprise, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, UnitedHealthcare, and Mutual of Omaha. In addition to his advisory work, he has been involved in restaurant management at Outback Steakhouse for over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Randy Corl Sr. is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at Lockheed Martin, Driver's Village, and PFS Investments Inc., among others. He is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

John Cavanaugh is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Matthew Soto is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has five years of industry experience. Prior to joining Equitable Advisors in 2021, he was a student at St. Lawrence University from 2016 to 2020. Equitable Advisors serves a broad client base including individual, institutional, and charitable clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Daniel Puma is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at Prudential Insurance Company of America since 2014 and Pruco Securities, LLC from 2014 to 2024. He is also involved with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product services through affiliated entities.

Mark Squairs is a financial advisor with OSAIC in Syracuse, NY, holding a Series 63 designation and over 41 years of industry experience. His career includes long tenures at Guardian Life and roles at Sagepoint Financial, Cadaret, Grant & Co., and Park Avenue Securities. He is a senior partner at Squairs Planning Services, LLC, where he provides financial planning services. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to tailor portfolios that include a range of securities and alternative investments.

Benjamin Hussong is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Outside of advising, he is involved in media through a radio, TV, and podcast venture called Sports Clicks and Politics and owns two local businesses, Charlees Ice Cream, Inc. and CNY Quick Quality Decks, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies on discretionary or non-discretionary bases.

Daniel Becker Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and related entities, as well as having roles in education at West Genesee School District and SUNY Cortland. Outside of advisory roles, he has experience in the car wash industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, using both proprietary and third-party investment solutions.

Jeremy Pyszczynski is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors, and offers a range of financial planning and consulting services.

Christopher Rheaume is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the sole member of two LLCs. Edward Jones is a wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and mutual funds.

Samuel Vasile is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Charles Shaw is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including prior tenure at AXA Advisors. He serves as Treasurer for the Knights of Columbus Home Corp in Auburn, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse clientele ranging from individuals to institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and emphasizes the use of third-party asset managers and program sponsors.

Luke Sciarrone is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anna Bristol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including its predecessor AxA Advisors, as well as CXTEC prior to that. She serves as a member of the Board of Directors for Liverpool Turkey Trot, Inc. 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 uses a range of advisory models and third-party managers, offering investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.