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Gabriel C
Series 66
Syracuse, NY
LPL Enterprise
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.
Ronald C
Series 63
Syracuse, NY
LPL Enterprise
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 M
Series 66
Syracuse, NY
LPL Enterprise
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.
James A
Series 63
Syracuse, NY
LPL Enterprise
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.
Daniel A
CFP®, Series 65, Series 63
Syracuse, NY
LPL Enterprise
Daniel Adler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for ten years. Adler is also involved with CareValue, a Medicare Advantage insurance-related business. LPL Enterprise provides advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Alyssa D
Series 66
Syracuse, NY
LPL Enterprise
Alyssa Dosztan is a financial advisor with LPL Enterprise and holds a Series 66 designation, with two years of industry experience. She has worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC since 2024. Outside of her advisory role, Alyssa is employed as a Grants Manager at Grand Isle Supervisory Union and serves as executor for multiple family estates. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation through portfolios developed by its research department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.
Justin P
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Justin Paterson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and Mutual of Omaha. Outside of his advisory work, he is involved in Medicare sales and service through the New Buffalo Group. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and a wrap program, with a notable emphasis on non-securities products and affiliated insurance and lending services.
Adam D
Series 63, Series 66
Syracuse, NY
LPL Enterprise
Adam Dake is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and six years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and is also involved as a part-time volleyball coach with Pace Bootlegger. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Evan P
Series 66
Syracuse, NY
LPL Enterprise
Evan Pace is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Optomi LLC, RadNet, and Rochester Institute of Technology. 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 organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.
Conway P
Series 63
Syracuse, NY
LPL Enterprise
Conway Porter III is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, The Empire Wealth Agency, LLC, and Princor Financial Services Corp. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and 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 insurance products through a large network of investment adviser representatives.
Michael M
Series 63
Syracuse, NY
LPL Enterprise
Michael Maloney is a financial advisor at LPL Enterprise with eight years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America. He serves as a board member for the St. John Vianney School Board of Trustees, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Michael S
Series 66
Syracuse, NY
LPL Enterprise
Michael Stanton Jr. is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, and Equitable Advisors. Outside of his advisory role, Stanton is a driver representative for a family-owned race team. 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 with access to third-party asset managers, offering financial planning, consulting, and participation in wrap programs.
Shawn T
Series 66
Syracuse, NY
LPL Enterprise
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.
Joshua K
Series 63, Series 66
Syracuse, NY
LPL Enterprise
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 J
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Christopher Johnson is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.
Anthony B
Series 63
Syracuse, NY
LPL Enterprise
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.
Daniel P
Series 65, Series 63
Syracuse, NY
LPL Enterprise
Daniel Puma is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Puma's outside activities include involvement with Aetna, Excellus Health Plan Inc, and United Healthcare. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of affiliated financial services.
Jeremy P
Series 66
Syracuse, NY
LPL Enterprise
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.
Luke S
Series 66
Syracuse, NY
LPL Enterprise
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.
Corey K
Series 66
Syracuse, NY
LPL Enterprise
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.
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