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Megan B
Series 66
Albany, NY
LPL Financial
Megan Burdick is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she held various roles including financial institution duties at Broadview Federal Credit Union and operational positions in the hospitality industry. She is also involved with The Brook Tavern outside her advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and investment advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.
Ryan C
Series 63, Series 66
Albany, NY
LPL Financial
Ryan Chenot is a financial advisor with LPL Financial in Albany, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at LPL Financial since 2019 and has been associated with Capital Communications Federal Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and technology-driven strategies.
Jordan W
Series 66
Albany, NY
LPL Financial
Jordan West is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, West worked at Broadview Federal Credit Union and has held various roles including employment with the Tri-City ValleyCats and Pop's Pizza. Outside of financial advising, West is involved with bowling as an outside employment activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
John N
Series 66
Albany, NY
LPL Financial
John Nuzzi is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 license and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley and Heartland Payment Systems. He is also involved with Broadview Wealth Management, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions, offering diverse advisory programs and financial planning through a national network of investment adviser representatives.
Jeffrey R
CFP®, Series 66, Series 63
Albany, NY
LPL Financial
Jeffrey Ricchiuti is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Albany, NY. His prior roles include seven years at Direct Advisors, LLC. He also serves as Director of Advisory Operations at Broadview Federal Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.
Katherine S
Series 66
Albany, NY
LPL Financial
Katherine Schonfarber is a financial advisor at LPL Financial in Albany, NY, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles outside finance, including at the Funny Bone Comedy Club and Palais Royale Bar & Grille. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.
Steven M
Series 66
Albany, NY
LPL Financial
Steven Massey is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2002 and was affiliated with Cap Com Financial Services, LLC for 19 years. Massey is also involved with Broadview Federal Credit Union. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Nicholas B
Series 66
Albany, NY
LPL Financial
Nicholas Bytner is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at Homeowners Advantage and Broadview Federal Credit Union, where he has worked since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.
James F
Series 63, Series 66
Albany, NY
LPL Financial
James Faranda is a financial advisor with LPL Financial in Albany, NY, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. He has worked at LPL Financial since 1999 and most recently is affiliated with Broadview Wealth Management. Outside of his advisory role, he is a notary public and an independent agent for fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement consulting, and brokerage services through a large network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and a range of investment strategies and technologies.
Michael H
Series 66
Albany, NY
LPL Financial
Michael Hastings is a financial advisor at LPL Financial in Albany, NY, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also involved with Broadview Federal Credit Union through Broadview Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from internal and third-party sources.
Harry H
Series 66
Albany, NY
LPL Financial
Harry Hartman is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisor role, he is involved with Capcom Financial Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.
Steven H
Series 66
Albany, NY
LPL Financial
Steven Howe is a financial advisor with LPL Financial based in Albany, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Broadview Federal Credit Union and has experience as a client services representative. Howe is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.
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