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Michael K

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Michael Kruszona is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. He is also involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

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

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Daniel Harney is a financial advisor with LPL Enterprise based in Syracuse, NY. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1993 onward. 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 model portfolios and third-party asset management programs, integrating adviser programs with brokerage and insurance products.

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

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Cynthia Decker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, Cynthia serves on the board of CazArts, a nonprofit organization that organizes community arts activities in Cazenovia, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives.

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

Series 63

Syracuse, NY

LPL Enterprise

John Benns Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in Prudential-sponsored non-variable insurance activities. 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 model wealth portfolios through both advisory and brokerage channels.

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

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Michael Cousineau is a financial advisor with LPL Enterprise in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and consults for businesses related to the RV rental industry. 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 model portfolios and third-party asset management programs through an integrated platform.

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

Series 63

Syracuse, NY

LPL Enterprise

Bradley Harte is a financial advisor with LPL Enterprise, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Mass Mutual Investors Services, and The Prudential Insurance Company of America. He is also involved with Harte Solutions, a business related to his work with LPL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, third-party portfolio management, and insurance products.

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

Series 63, Series 66

Syracuse, NY

LPL Enterprise

Matthew Francis is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutions, offering financial planning, advisory services, and access to a broad 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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Ryan K

Series 63, Series 66

Syracuse, NY

LPL Enterprise

Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. 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, Model Wealth Portfolios, third-party asset management, and access to a range of brokerage and insurance products, combining adviser programs with active financial product sales on an integrated platform.

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

Series 63, Series 66

Syracuse, NY

LPL Enterprise

Paul Kobel is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 63

Syracuse, NY

LPL Enterprise

Mark Diebold is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Longevity Wealth Partners LLC, an entity related to his LPL business focusing on insurance and investment sales and service. LPL Enterprise serves a broad client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, 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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Nicole R

Series 63

Syracuse, NY

LPL Enterprise

Nicole Rogers is a financial advisor with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. Her career includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated advisory and brokerage platform.

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

Series 63

Syracuse, NY

LPL Enterprise

Patrick Scherer is a financial advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC, and also maintains a financial professional role at Tactical Financial Solutions, focusing on insurance and investment sales and service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, and access to various brokerage and insurance products.

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

Series 66

Syracuse, NY

LPL Enterprise

Mason Gasbarre is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Ameriprise, and Northwestern Mutual. Gasbarre has also been involved in non-investment activities such as work with Victor Hills Golf Club and the YMCA of Greater Rochester. 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, model portfolios, third-party asset management, and a range of brokerage and insurance products using an integrated platform that combines adviser programs with active sales of financial products.

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

Series 65, Series 63

Syracuse, NY

LPL Enterprise

Nicholas Gacioch is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside access to model portfolios and third-party asset management programs. The firm integrates adviser programs with financial products such as insurance and offers discretionary and non-discretionary financial planning through a comprehensive platform.

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