John Urrutia is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at PlanMember since 2017 and has been self-employed in related investment and insurance services since 2008. Urrutia is also involved in tax preparation and insurance sales through his role with Rooney Group Inc. dba Teachers Tax Service and other affiliated entities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across conservative to aggressive strategies.

Gabriel Cuello is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Syracuse, NY. He has been with LPL Enterprise since 2026. Prior to his advisory role, Cuello worked in education at SUNY Albany and Jamesville-Dewitt schools. He is also involved with Housing Visions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, along with various financial planning and insurance-related services.

Nicholas Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Brunette is a financial advisor with Raymond James Financial in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including roles at Planned Results Inc and Raymond James Financial Services, Inc. Brunette is also involved with Planned Results, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting utilizing various analytical tools and maintains a unique affiliation with a municipal advisor to support its municipal and public finance services.

Sharon Charles is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. She holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Michael Jim is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63, 65, and 66 licenses and with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Equitable Advisors from 2013 to 2015. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ronald Ciotoli is a financial advisor with LPL Enterprise holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lifemark Securities Corp. Outside of finance, he serves as a sports official for soccer and basketball and holds a legislative role in Tioga County. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors and institutions, using model-driven investment approaches and access to third-party asset managers. The firm also offers financial planning, insurance products, and affiliated trust services.

Ryan Matousek is a financial advisor with LPL Enterprise in Syracuse, NY, holding 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, Key Bank, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s approach is model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and various non-securities products and services.

Jessica Myers is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and several other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jeffrey Klein is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Michael Roberts Associates, Inc., where he is also a co-owner. Outside of advisory work, he is involved in fixed insurance sales and co-owns a commercial real estate entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, employing various investment approaches including model portfolios, third-party management, and customized strategies.

James Amuso is a financial advisor with LPL Enterprise holding a Series 63 designation and 8 years of industry experience. Before joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2018 to 2024. Prior to his career in finance, he spent over two decades at Turning Stone Resort and Casino. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, 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 various insurance and trust services.

Tamela Fabiano is a financial advisor with Primerica Advisors in E Syracuse, NY, holding a Series 63 designation and 14 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of her advisory role, she is involved with Father Champlin's Guardian Angel Society. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing oversight of its investment offerings.

Ann Heyen is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services. Outside of financial services, she has held roles in education and hospitality, including work with Le Moyne College Admissions and the Best Western Astoria Bayfront Hotel. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party investment models and managers.

Gerald Ciciarelli is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2013, as well as The Mutual Fund Store from 2011 to 2015. Outside of his advisory role, Mr. Ciciarelli is the founder, director, and president of the 3rd Ward Community Group, a community organization based in Syracuse, NY, and he also owns and operates a farming business focused on garlic cultivation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary, committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Michelle Lester is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, and has three years of industry experience. She previously worked at Merrill Lynch for seven years. Outside of her advisory role, she is employed in a supervisory, non-investment related position with Syracuse Parking Services and serves as power of attorney for her parents. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Caragh Fahy is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial. She has previously worked at Lincoln Financial Advisors Corp. for 22 years and Commonwealth Financial Network for three years. Fahy is also the owner of Madison Financial Planning Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services supported by both proprietary and third-party strategies.

Jared Swift is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. His background includes roles at SUNY Empire State University, Monroe Community College, and Cutting Edge Decks, Inc. He is based in Syracuse, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Nicolosi is a Series 66 credentialed financial advisor with two years of industry experience, currently with Equitable Advisors in Syracuse, NY. His prior work includes roles at Morgan Stanley and tutoring with Varsity Tutors. Outside of finance, he is involved in online tutoring through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charities, offering financial planning and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

John Cronin is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Berkshirebanc Investment Services. 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 a broad range of investment strategies and operational tools.

Andrew Whalen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.