ADVISOR BIO

Craig Fitzpatrick is a registered representative of Cadaret, Grant & CO., Inc. Craig has been in the securities industry since 2009 and has experience in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Craig is registered with the state of New York as an investment advisor representative, and also holds Series 7, Series 6, and Series 63 licenses. Craig has prior experience with HSBC Securities (USA) Inc. Craig is also a board member of the Child Advocacy Center of Oswego County.

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ADVISOR BIO

David Dominic Mirabito is a financial professional with over 30 years of experience in the industry. David has a strong background in securities and investment company products. David is currently registered with MML Investors Services, LLC in New York and Texas. David has been with MML Investors Services, LLC since 2017. Before joining MML Investors Services, LLC, David was with MSI FINANCIAL SERVICES, INC., Metropolitan Life Insurance Company, and First Investors Corporation.

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ADVISOR BIO

Ellen Ladd is a financial advisor with over 18 years of experience in the industry. Ellen is a registered representative of Avantax Advisory Services. Ellen is a Series 6, Series 63 and SIE licensed advisor and offers financial planning, investment advisory, and insurance services to individuals, families, and small businesses. Ellen has a deep understanding of tax laws, and retirement planning and can help clients make informed decisions about their financial future. Ellen is committed to building long-term relationships with her clients based on trust, transparency, and integrity.

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ADVISOR BIO

Jason Shannon is a financial advisor registered with MML Investors Services, LLC, and holds licenses in New York and Oklahoma. Jason has been in the financial services industry since 2020 and is dedicated to providing personalized financial guidance.

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ADVISOR BIO

Merrill Gilliland is a financial professional with over 30 years of experience in the financial services industry. Merrill is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc. Merrill has provided financial planning services to individual and business clients in a variety of areas, including investment management, retirement planning, and tax planning. Merrill is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Michael Charles Herholtz is a registered representative with MML Investors Services, LLC. Michael has been in the industry since October 31, 1988. Michael is currently registered with the state of New York and the FINRA. Michael has experience with Mutual of Omaha Investor Services, Inc. and John Hancock Distributors, Inc. Michael also has experience with John Hancock Mutual Life Insurance Company and MONY Securities Corp. Michael holds the Series 6, Series 63 and SIE exams. Michael is also licensed as an insurance agent with Any Size Financial Solutions. Michael is located in the Fulton branch of MML Investors Services, LLC.

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ADVISOR BIO

Tiffany Hoff is a registered investment advisor representative at MML Investors Services, LLC. Tiffany has been in the industry since 2012 and holds both Series 63 and 66 licenses along with Series 7TO and SIE. Tiffany is based in Fulton, NY and has been with the firm since 2017. Tiffany works with clients who are individuals, high-net-worth individuals, trusts, foundations, charitable organizations, pension and profit-sharing plans, corporations, insurance companies, and banking or thrift institutions. Tiffany provides asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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