Robert Birch is a financial advisor at LPL Financial in Fairport, NY, holding a Series 66 license with one year of industry experience. Prior to joining LPL Financial in 2025, he served 20 years in the United States Navy and worked at Heroic Public Benefit Corporation for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Emily Knight is a financial advisor with LPL Financial based in Fairport, NY. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Riley Whalen Inc. and Daniele Family Companies. Additionally, she is a notary. 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, retirement plan consulting, and brokerage services supported by research and model portfolios.

Stephen Riley is a financial advisor with LPL Financial in Fairport, NY, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp, since 2004. Outside of his advisory role, he sells fixed life insurance products through Capital Care and is commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Kelly Whalen is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary public. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology.

Matthew Baker is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 credential and has previously worked at firms including Bank of America, Merrill, and Manning & Napier Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.