Joseph Milanese Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Albany Financial Group and prior experience in hospitality and education sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

James Sullivan II is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Sullivan also has experience with Albany Financial Group and A.J. Amato Wealth Management as part of his professional background. 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 variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Cuda is a financial advisor with LPL Financial in Albany, NY, holding a Series 63 designation and 26 years of industry experience. He has worked at LPL Financial since 2004 and has been with Private Advisor Group since 2016. In addition, he is affiliated with Cusack & Company CPAs, where he provides tax preparation, accounting, and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management approaches.