Ralph Cenname is a financial advisor with LPL Financial based in New York, NY, holding Series 63 and Series 65 credentials and offering 27 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Merrill. He is also involved with Crimson Wealth Management, Inc., a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various model portfolios and third-party asset managers combined with technological tools for operational support.

Scott Phelps is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various research and technological tools.

Frank Story Jr. is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at Wedbush Securities, Stifel, and Ryan Beck & Co. over nearly two decades before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad suite of financial products.

Anthony Sforza is a financial advisor with LPL Financial, holding a Series 66 designation and based in New York, NY. He has been with LPL Financial since 2025 and concurrently works at Walnut Beech Advisors. His background includes roles in education and hospitality, as well as an academic association with the University of Mississippi. 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 services delivered through a large network of investment adviser representatives.

John Clifford is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Merrill. Outside of his advisory work, he is involved with My Own Way Capital Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing substantial discretionary assets.

Edward Kinslow Jr. is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisory and brokerage services through a large network of investment adviser representatives, providing various portfolio management options and institutional platforms.