John Halleran, Jr. is a financial advisor with LPL Financial in Fairport, NY, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Shannon Romach is a financial advisor with LPL Financial in Fairport, NY, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2022, Romach worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2012 to 2022. Romach is also involved with Halleran Financial 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. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various portfolio strategies supported by its research and third-party subadvisors.

Paul Peterson is a CFP® with 33 years of industry experience and has been with LPL Financial since 2009. He holds Series 63 and Series 65 licenses and operates out of Fairport, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Rushang Desai is a CFA® charterholder affiliated with LPL Financial in Fairport, NY, with two years of industry experience. He has also been associated with Halleran Financial Group and LPL Financial LLC since 2017 and worked at the University of Rochester from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Russell Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Paychex Securities Corporation, CUNA Brokerage Services Inc., and M&T Securities. Outside of advising, he works as a front desk associate at World Gym. LPL Financial is an 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 and financial planning services, utilizing both discretionary and non-discretionary management approaches along with various model portfolios and research resources.

Daniel La Crosse is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Howe & Rusling Wealth Management, LVW Advisors LLC, and Manning & Napier, Inc. Outside of his advisory role, he serves as a lacrosse referee for the Genesse Valley Lacrosse Officials Association. 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, third-party research, and various management approaches.