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Linda K
Series 63
Syracuse, NY
LPL Enterprise
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.
Paul H
Series 63, Series 65
Syracuse, NY
LPL Enterprise
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 C
Series 63
Syracuse, NY
LPL Enterprise
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 P
Series 66
Syracuse, NY
LPL Enterprise
Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Before her financial services career, she held various roles including at Fantastic Sams hair salon and Guptil's Ice Cream. 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 large network of investment adviser representatives. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers affiliated trust and insurance services.
Lukasz P
Series 66
Syracuse, NY
LPL Enterprise
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.
Matthew V
Series 65, Series 63
Syracuse, NY
LPL Enterprise
Matthew Vitale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and two years of industry experience. His prior positions include roles at CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory work, he has an active non-variable insurance agency business based in Camillus, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach relies on model-driven investment implementation and offers services such as financial planning, third-party asset manager access, and participation in wrap programs.
William Y
Series 63, Series 65
Syracuse, NY
LPL Enterprise
William Yard is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.
Dylan H
Series 66
Syracuse, NY
LPL Enterprise
Dylan Haak is a Series 66 licensed financial advisor with LPL Enterprise, based in Syracuse, NY, with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Strategic Financial Solutions. Outside of financial services, he has experience working in the food and retail sectors. LPL Enterprise 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 and third-party strategists, with a focus on access to third-party asset managers and financial planning services.
Justin J
Series 65, Series 63
Syracuse, NY
LPL Enterprise
Justin Johnson is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Orchard Registered Investment Advisors and is involved with Tyda Services Inc. outside of his advisory role. LPL Enterprise serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and brokerage services.
Brett H
Series 66
Syracuse, NY
LPL Enterprise
Brett Holberg is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Equitable Advisors, and Axa Advisors. Outside of advising, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, with additional services in financial planning, insurance, and affiliated trust custody.
Daniel W
Series 66
Syracuse, NY
LPL Enterprise
Daniel Werner is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he held roles at Pruco Securities LLC and CareCentrix. Outside of his advisory work, he owns a business named BACKHARO LLC. LPL Enterprise 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 strategies developed by LPL’s Research Department and affiliates.
Brett V
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Brett Vanantwerp is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is the owner of Cocojama LLC, through which he provides Medicare-related advice, and also owns Income Tax Professionals LLC, a tax preparation and accounting service. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and financial planning resources.
Ronald G
Series 63
Syracuse, NY
LPL Enterprise
Ronald Gniazdowski is a financial advisor with LPL Enterprise, holding a Series 63 license and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Mutual of Omaha Investor Services. He is also involved with the New Buffalo Group, where he receives overrides from Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities. The firm primarily implements model-driven investment strategies and offers access to third-party asset managers, along with insurance and trust services through affiliated entities.
Deborah G
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Deborah Griffith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked for Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. Griffith serves on the Board of Trustees for the Union Academy of Belleville, focusing on maintaining the institution’s historical integrity. 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 uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.
Stephen H
CFP®, ChFC®, Series 63
Syracuse, NY
LPL Enterprise
Stephen Hasso Jr. is a financial advisor with LPL Enterprise holding CFP®, ChFC®, and Series 63 designations, and has 44 years of industry experience. His prior firms include Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., National Life Group, and MSI Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.
Noah M
Series 66
Syracuse, NY
LPL Enterprise
Noah Mather is a Series 66-licensed financial advisor with LPL Enterprise, based in Syracuse, NY, and has one year of industry experience. Prior to joining LPL Enterprise, he held positions at PRUCO Securities, LLC, and has worked in a variety of roles outside the financial sector. He also works part-time as an Instacart shopper. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Matthew H
Series 66
Syracuse, NY
LPL Enterprise
Matthew Healy is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.
David M
CFP®, Series 63, Series 65
Syracuse, NY
LPL Enterprise
David Martin is a CFP® professional with 13 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Martin is also involved in providing financial planning services through Waypoint Partners. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to affiliated trust, insurance, and lending services.
Mary O
CFP®, Series 63, Series 65
Syracuse, NY
LPL Enterprise
Mary O'Malley is a CFP®-certified financial advisor at LPL Enterprise with 11 years of industry experience. She has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. Mary serves as a board member of the Cazenovia Lion Club Foundation, a nonprofit organization. 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 employs a primarily model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.
Michael K
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Michael Kruszona is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. Outside of his advisory role, he is involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
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