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Ryan S

Series 66

Brighton, NY

LPL Financial

Ryan Slater is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Key Investment Services LLC, KeyBank, Bank of America, and Merrill. Outside of his advisory work, he serves as a head coach for WNY Flash Soccer in Elma, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Robert G

CFP®, Series 63, Series 65

Brighton, NY

LPL Financial

Robert Galinski is a CFP® professional with 22 years of experience in the financial industry. He currently works with LPL Financial in Brighton, NY, where he has been since 2022. Prior to joining LPL, he spent six years at key Investment Services LLC. 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Jennifer M

Series 63, Series 66

Brighton, NY

LPL Financial

Jennifer Moss is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at Key Investment Services LLC for seven years before joining LPL Financial in 2022. Outside of her advisory role, Moss is active as a licensed mortgage and real estate services agent with Empire Realty Group. 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 consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Thomas B

Series 63, Series 66

Brighton, NY

LPL Financial

Thomas Borrelli is a financial advisor with LPL Financial in Brighton, NY, holding the Series 63 and Series 66 designations and possessing 18 years of industry experience. He previously worked at Key Investment Services, LLC from 2014 to 2022 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes strategic and tactical model portfolios supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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