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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 licenses and bringing 42 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over four decades prior to joining LPL Enterprise. He serves as a board member of the Caroga Evangelical Chapel, where he manages financial records and disburses payments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, leveraging a platform that integrates investment advice, third-party portfolio management, and product sales including insurance through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Anthony C

Series 63

Syracuse, NY

LPL Enterprise

Anthony Cerra is a financial advisor with LPL Enterprise, holding a Series 63 designation and possessing 10 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Syracuse, NY. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory services, and access to model portfolio programs, combining adviser platforms with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Katelynn P

Series 66

Syracuse, NY

LPL Enterprise

Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Outside of financial advising, she has experience in retail and service roles including at Fantastic Sams hair salon and Dunkin Donuts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Lukasz P

Series 66

Syracuse, NY

LPL Enterprise

Lukasz Pogon is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions with The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of his advisory work, he has part ownership in Wealthbridge Advisors LLC, which is used for administrative payroll purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew V

Series 65, Series 63

Syracuse, NY

LPL Enterprise

Matthew Vitale is a financial advisor with LPL Enterprise, LLC, holding Series 65 and Series 63 registrations and two years of industry experience. He has worked at several firms including CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory role, Vitale is involved in non-variable insurance agency activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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William Y

Series 63, Series 65

Syracuse, NY

LPL Enterprise

William Yard is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Since 2024, he has been with LPL Enterprise in Syracuse, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dylan H

Series 66

Syracuse, NY

LPL Enterprise

Dylan Haak is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Strategic Financial Solutions. His work background also includes roles outside finance, such as positions at VKP Medical and Green Acres Ice Cream. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Justin J

Series 65, Series 63

Syracuse, NY

LPL Enterprise

Justin Johnson is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Orchard Registered Investment Advisors and is also involved with Tyda Services Inc. outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brett H

Series 66

Syracuse, NY

LPL Enterprise

Brett Holberg is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. He has worked at several firms including Equitable Advisors, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory role, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines advisory programs with other financial services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Daniel W

Series 66

Syracuse, NY

LPL Enterprise

Daniel Werner is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and CareCentrix. Outside of advising, he is the owner of BACKHARO LLC, a business based in Rochester, NY. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to model wealth portfolios, combining advisor programs with the sale of financial products including insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brett V

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Brett Vanantwerp is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include over 18 years at Pruco Securities, LLC and 20 years with Prudential Insurance Company of America. He is also the owner of two LLCs that provide Medicare advice and tax preparation services, respectively. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to managed portfolio programs through an integrated platform combining advisory and brokerage products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ronald G

Series 63

Syracuse, NY

LPL Enterprise

Ronald Gniazdowski is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and Mutual of Omaha. He is also involved with New Buffalo Group, which focuses on Medicare Advantage, supplement, and Part D insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and a range of brokerage and insurance products through an integrated platform combining advisory and sales programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Deborah G

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Deborah Griffith is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 29 years. Griffith serves on the Board of Trustees for the Union Academy of Belleville, a nonprofit organization dedicated to maintaining the historical integrity of the academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Stephen H

CFP®, ChFC®, Series 63

Syracuse, NY

LPL Enterprise

Stephen Hasso Jr. is a CFP® and ChFC® affiliated with LPL Enterprise, bringing 43 years of industry experience. His prior roles include positions at Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., and National Life Group. He maintains involvement with Century Hill Financial Group as a DBA for LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brennen P

Series 66

Syracuse, NY

LPL Enterprise

Brennen Przybysz is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. He has also maintained roles with Prudential Insurance Company of America and Pruco Securities, LLC since 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by integrated platforms that combine adviser programs with financial product sales and collateralized lending options.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Noah M

Series 66

Syracuse, NY

LPL Enterprise

Noah Mather is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at PRUCO Securities, LLC, Texas Roadhouse, and various other positions including part-time employment as an Instacart shopper. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes insurance products and collateralized lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew H

Series 66

Syracuse, NY

LPL Enterprise

Matthew Healy is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, combining its own research and model portfolios with third-party asset management programs and a range of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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David M

CFP®, Series 63, Series 65

Syracuse, NY

LPL Enterprise

David Martin is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Martin also provides financial planning services through Waypoint Partners, a business he operates alongside his advisory work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mary O

CFP®, Series 63, Series 65

Syracuse, NY

LPL Enterprise

Mary O'Malley is a CFP® professional affiliated with LPL Enterprise, with 11 years of industry experience. She 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 based in Cazenovia, NY. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Marion W

Series 63

Syracuse, NY

LPL Enterprise

Marion Whitfield is a financial advisor with LPL Enterprise, holding a Series 63 designation and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Whitfield worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to advisory work, Whitfield is licensed as an agent for life and health insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform that combines advisory programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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