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Brenda M

Series 63, Series 66

Liverpool, NY

LPL Financial

Brenda Monk is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., United Financial Services, and KeyBanc Capital Markets Inc. She is involved in a business entity called Hollywood & Little B, which is not investment related. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a mix of model portfolios, subadvisors, and customized strategies.

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

Series 63

Liverpool, NY

LPL Financial

Ronald Pratt Jr. is a financial advisor with LPL Financial, holding a Series 63 license and eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and United Financial Services. Outside of his advisory role, he owns Team Pratt Racing, a non-investment related business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Liverpool, NY

LPL Financial

Christopher Morgan is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Osher Tax and Wealth, and Cadaret Grant & Co., Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 63

Liverpool, NY

LPL Financial

Gary Lucas is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Syracuse Wealth Management, Cadaret, Grant & Co., Inc., and United Financial Services. Outside of advising, he is a notary and owns a business called 2 Bros Studios. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

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

Series 63, Series 65

Liverpool, NY

LPL Financial

Robert Antonacci III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Before joining LPL Financial in 2023, he worked at Cadaret, Grant & Co., Inc. and AXA Advisors. He is also the owner and operator of an accounting and tax preparation business specializing in corporate, personal, partnership, trust, and sales tax returns. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse range of non-advisory financial activities.

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

Series 63

Liverpool, NY

LPL Financial

Michael Cook is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and has operated MJC Financial Services since 2009. Cook also provides tax preparation and accounting services in Syracuse, NY. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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