Marc Staley is a financial advisor with LPL Financial in Batavia, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he serves as a varsity hockey coach during the winter season annually. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by in-house and third-party research.

Judy Thompson is a financial advisor with LPL Financial in Batavia, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2011. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.