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Sara K

Series 66

East Syracuse, NY

LPL Financial

Sara Kerry is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked for Cadaret, Grant & Co., Inc. for 13 years before joining LPL Financial. Outside of her advisory role, she also serves as a notary public in Manlius, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and model portfolios from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Darryl F

Series 63, Series 65

East Syracuse, NY

LPL Financial

Darryl Fiasconaro is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF and Tiaa for 19 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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.

College savings (529s, UTMA, etc.)
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Hannah L

Series 66

East Syracuse, NY

LPL Financial

Hannah Lupole is a financial advisor with LPL Financial holding a Series 66 designation. She has nine years of experience at Marathon Financial Advisors and has held roles at Cadaret Grant & Co., Inc. and LPL Financial LLC. Outside of finance, she has worked at Dewitt Animal Hospital, Barnes & Noble, and Bruegger's Bagels. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management and access to research and model portfolios.

College savings (529s, UTMA, etc.)
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Zachary W

Series 66

East Syracuse, NY

LPL Financial

Zachary Walton is a Series 66-licensed financial advisor with nine years of industry experience, currently with LPL Financial since 2025. He previously worked for Cadaret, Grant & Co., Inc. for nine years and has experience in the food service industry at Devany's Riverside Grill. Outside of advising, he is involved in farming activities in Port Byron, 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 a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Maryann P

Series 63, Series 65

East Syracuse, NY

LPL Financial

Maryann Pierce is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Marathon Financial Advisors, Inc. and Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

College savings (529s, UTMA, etc.)
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