Brooks Hastings is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Sarah Ryle is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Cetera and Foresters Financial. Outside of her advisory role, Sarah operates an Etsy business selling craft items. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.

Clare Mertz is a financial advisor at LPL Financial with 32 years of industry experience. She has previously worked at Wealthone LLC and had multiple tenures at LPL Financial. In addition to her advisory role, she works as a freelance writer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad 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.

Janet Labella is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. She has been with LPL Financial since 2011. In addition to her advisory work, she is a licensed New York State notary and notarizes documents as needed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Gretchen Meyer Thornton is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2018, she worked at INVEST Financial Corporation from 2014 to 2018. She is a member of the Entrepreneur Organization. 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, with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jayson Chichelli is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience working at Paychex and Siena College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by research and multiple investment strategies.

Daria Schumacher is a CFP® and ChFC® credentialed financial advisor with 21 years of industry experience. She is currently with LPL Financial and has previously worked at Cetera Investment Services and Foresters Financial. In addition to 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Garrett Sherman is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 credential and having 10 years of industry experience. His prior career includes roles at Bank of America, Merrill, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and diversified strategies.

Lisa Tennant is a CFP® with 27 years of experience in the financial services industry. She has worked at LPL Financial since 2019 and previously spent 16 years with M&T Securities. Tennant has involvement as a limited partner owner in a local restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Katherine Spratt is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Janney Montgomery Scott LLC and Merrill. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Brigitte Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at Key Investment Services LLC for six years before joining LPL Financial. Outside of advisory work, she distributes dietary supplement products through a multi-level marketing company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing discretionary and non-discretionary management along with diversified model portfolios and research resources.

Shelley Bullock is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 designation and 14 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at Equity Services, Inc. and NPA Financial, LLC. Outside of her advisory role, Bullock is involved with several related business activities including roles at Advisors Insurance Brokers and Zapp Insurance, LLC. 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 financial planning and advisory programs, supported by research and model portfolios, and also provides insurance products and lending solutions alongside its advisory services.

Joseph Tecklenburg is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 63 license. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Ayco Mercer, a Goldman Sachs company. 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 financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Thomas Burdick is a CFP®-certified financial advisor with 38 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation from 2014 to 2018. Outside of his advising role, he founded SoLev, Inc., a corporation focused on purchasing land for use as a solar farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research-driven model portfolios.

Gilbert Chase is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He previously worked at Invest Financial Corporation before joining LPL Financial in 2018. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Christopher Davison is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Clarkson University and the State University of New York at Canton. He is involved with Empire Financial Advisors, a DBA for his LPL business, and also dedicates time to an investment-related activity involving non-variable insurance. 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 diverse investment strategies.

Adam Knaust is a financial advisor with LPL Financial based in Latham, NY, holding a Series 63 designation and 18 years of industry experience. He has been associated with Wealthone LLC and LPL Financial since 2016. Outside of his advisory role, he is involved with KNAUST GROUP LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Frank Chiappone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 45 years of industry experience. His prior work includes roles at RMR Wealth Management, Dinosaur Securities, and DLG Wealth Management LLC. He is also actively involved in the sale of life, disability, and long-term care insurance products through several insurers. LPL Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and supports investment strategies with research from internal and third-party sources.

Jamie Hanlon is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2018, Hanlon worked at Invest Financial Corporation and Edward Jones. He also serves as a non-variable insurance agent with multiple firms, including Penn Mutual and Lincoln. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from both internal and third-party sources.

Nicholas Kopff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with several firms including MPWM Advisory Solutions and Wealthone LLC. Kopff also operates MPWM Advisory Solutions, LLC, an independent registered investment advisor. 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 financial planning, various advisory programs, and retirement plan consulting with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Bradley Hayslette is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 designation and bringing 41 years of industry experience. He worked at INVEST Financial Corporation from 2015 to 2018 before joining LPL Financial. He is also involved as an insurance agent with New York LTC Brokers, focusing on life, health, and long-term care insurance. LPL Financial serves individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Papuzza is a financial advisor with LPL Financial in Latham, NY, holding the Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp. from 2016 to 2018. Papuzza also maintains a relationship with Empire Financial Advisors, active since 2014. 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 diverse advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Pierce Mahar III is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation. Mahar is also president of Education Funding Specialists, Inc., a role he has held since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology-driven strategies.

Sarah Paige is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has worked at LPL Financial and Pachira Wealth Management since 2024. Her prior experience includes roles outside the financial industry, such as positions at SUNY Oneonta and Cooper's Cave Ale Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Renu Kallianpur is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with LPL Financial since 2018 and also works with INVEST Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.