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Gregory F

Series 66

Fairport, NY

LPL Financial

Gregory Facinelli is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years and held various roles at Morgan Stanley from 2005 to 2011. Facinelli co-owns ACE Financial Group, an investment-related business in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephen C

Series 66

Fairport, NY

LPL Financial

Stephen Calabrese is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Wells Fargo Advisors for five years and JPMorgan Chase for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Donald H

Series 63, Series 65, Series 66

Fairport, NY

LPL Financial

Donald Hoyt Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies supported by advanced research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lori F

Series 63, Series 65

Fairport, NY

LPL Financial

Lori Facinelli is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors Financial Network and Morgan Stanley. Facinelli co-owns ACE Financial Group with her spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua Q

Series 65

Fairport, NY

LPL Financial

Joshua Quilty Koval is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Triad Hybrid Solutions and Trust Financial Services. He is also involved as a life, accident, and health insurance representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan F

Series 66

Fairport, NY

LPL Financial

Ryan Facinelli is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Seager Marine. Outside of his advisory role, he has a minority ownership interest in investment-related LLCs that manage rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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