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Ronald Y

Series 63

Hamburg, NY

LPL Financial

Ronald Yoviene is a financial advisor with LPL Financial in Hamburg, NY, holding a Series 63 designation and 35 years of industry experience. He has worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation before joining Commonwealth Financial Network and Black Diamond Custom Wealth Management, which he owns. He also owns Black Diamond Custom Medicare Solutions, a Medicare agency. 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 through a large network of advisers, utilizing various strategic, tactical, and alternative investment approaches.

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

Series 63, Series 66

Hamburg, NY

LPL Financial

Kevin Birt is a financial advisor with LPL Financial in Hamburg, NY, holding Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Black Diamond Custom Wealth Management, Commonwealth Financial Network, Lincoln Financial Securities, and HSBC Securities. Outside of his advisory work, he participates as an experimental participant at the University at Buffalo and is involved in product tasting for Lactalis USA. 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 institutions. The firm offers a range of financial planning and portfolio management options, supporting its network of over 22,900 advisors with advanced operational and 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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Joshua H

CFP®, Series 63

Hamburg, NY

LPL Financial

Joshua Haueise is a CFP®-designated financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at Black Diamond Custom Wealth Management, Commonwealth Financial Network, and Lincoln Financial Securities. Outside of his advisory role, he is involved in fixed insurance sales. 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, portfolio management, and institutional platforms, supported by technology and extensive non-advisory financial services.

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