Jeffrey Saran is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Northwestern Mutual, and New York Life. He is involved with Sunmark Wealth Management through a business affiliated with LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Richard Martino is a financial advisor with LPL Financial in Latham, NY. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining LPL Financial, Martino worked at J.P. Morgan Securities LLC and Bank of America. He is also involved with 17 Berkley, LLC, an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, providing both discretionary and non-discretionary management supported by research and model portfolios.