Rachel Minor is a financial advisor with LPL Financial in Albany, NY, holding a Series 63 designation and 10 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for nine years and has been associated with Pombo Wealth Management for over a decade. Minor is also involved in non-variable insurance activities related to investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Steven Mannato is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has worked at Pombo Wealth Management since 2008 and was previously with Cadaret, Grant & Co., Inc. for 17 years. Mannato is also involved as a non-variable insurance agent through ASH Brokerage. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Yezzo is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Pombo Wealth Management and Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved with Pombo Wealth Management, operating a related business entity and offering non-variable insurance services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Richard Pombo is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. and has operated Pombo Wealth Management since 2008. Outside of advisory work, he is involved with Pombo Family Holdings Co., LLC and Pombo Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining model portfolios, third-party research, and technology-driven investment options.