Patrick Buckley is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has been with Stifel since 2019. Prior to his career in finance, he spent seven years at Baker Street Bakery. Buckley serves on advancement and fundraising committees for the Mary Cariola Center and the Seneca Park Zoo, contributing to philanthropic and conservation efforts in the Rochester area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Nicholas Stam is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 credential and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Tismart. Outside of his advisory role, he serves as the Head Cross Country Coach at Manlius Pebble Hill School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm’s advisory services include both discretionary and non-discretionary strategies supported by research and technology tools.

Hope Zuccaro is a financial advisor with Wells Fargo Clearing based in Syracuse, NY, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase bank since 2011. Outside of her advisory role, she is also an independent owner and distributor with Market America. 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 approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Leone is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, and is involved in several property management ventures as a minority owner and member of multiple limited liability companies. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through both firm-offered and third-party programs. The firm’s advisory approach includes risk assessment and matching clients to program models or discretionary managers, utilizing mutual funds, ETFs, separately managed accounts, and select alternative investments.

Rose Neill is a financial advisor currently serving at Merrill Lynch Wealth Management. She holds the position of FSA - Merrill, where she focuses on helping clients develop strategies to pursue their financial goals. Rose has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), which support her expertise in retirement planning and investment advising. She completed her high school education at Pinnacle Charter High School. Her approach centers on uncovering what matters most to clients and their families to tailor financial strategies accordingly.

Corey King is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Lincoln Financial Advisors, and Equitable Advisors. Outside of advisory roles, he serves as a servicing agent on outside life insurance contracts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers financial planning, access to external asset managers, and a Model Wealth Portfolios wrap program.

Bruce Deppoliti is a CFP® with 33 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He also operates as a financial planner under TMRW Financial Group. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment portfolios developed by LPL’s Research Department and other strategists.

Linda Kessler is a financial advisor at LPL Enterprise with 37 years of industry experience. She holds the Series 63 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 1989. 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 primarily uses model-driven investment implementation with access to third-party asset managers and offers financial planning, trustee services, and insurance products through affiliated entities.

Michael Massoud is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL since 2015 and also maintains ongoing roles with Master Planners & Associates and Massound Financial Services. Outside of his advisory work, he is an agent offering life insurance, fixed annuities, disability, and long-term care products. 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, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Dana Derrick is a financial advisor with Morgan Stanley in Skaneateles, NY, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Morgan Stanley in 2018, Derrick worked at Cadaret, Grant & Co., Inc. and the Bank of New York. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Chasity Jaynes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at LPL Financial since 2018 and has concurrent experience at Community Bank since 2016. Jaynes also provides administrative support to independent investment advisory firms OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of advisors.

Kevin Richardson is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked since 2022. He has three years of industry experience and previously held roles at Delta Sonic Car Wash, Cazenovia College, and the Village of East Syracuse Parks and Recreation. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

David Walker is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes matching clients to appropriate investment models and third-party managers while offering ERISA fiduciary services to qualified plans.

Matthew Tarby is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, bringing two years of industry experience. Before joining Equitable Advisors, he held various roles across retail and service industries and attended Le Moyne College. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs utilizing both proprietary and third-party solutions.

Gregory Ronneburger is a CFP® with 25 years of industry experience currently advising at Equitable Advisors since 2001. His career includes nearly two decades at Axa Advisors, LLC. He serves on the advisory board for Le Moyne College Madden School of Business and owns MVP Performance Consulting, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary management, serving both non‑high-net-worth and high-net-worth clients.

Kurt D'Angelo is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AxA Advisors and spent 15 years with Oswego Central School District. He serves as Treasurer on the board of the Fulton Wrestling Club. 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 various advisory programs supported by third-party asset managers and focuses on matching clients with suitable investment models based on their personal and plan information.

Paul Haschytz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for more than four decades. Outside of his advisory role, he serves on the board of the Caroga Evangelical Chapel, handling financial recordkeeping and disbursements. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a broad network of investment adviser representatives.

Anthony Cerra is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Katelynn Prestipino is a Series 66-licensed financial advisor with LPL Enterprise, LLC, based in Syracuse, NY, and has one year of industry experience. She previously worked with NYLIFE Securities LLC and New York Life Insurance Company for four years. Outside of finance, her background includes roles in retail and service industries such as hair salon and food service. 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 combining proprietary research and third-party portfolio strategies and offers access to various financial planning tools and insurance products through affiliated entities.

Lukasz Pogon is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. He has also been involved with Dr. Lee Cosmetics Corp and previously worked in various other sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily offers model-driven investment implementation and access to third-party managers, alongside affiliated insurance and trust services.