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Matthew W

Series 63

Niagara Falls, NY

LPL Financial

Matthew Wright is a financial advisor with LPL Financial in Niagara Falls, NY, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Lincoln Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside research and model portfolio support.

College savings (529s, UTMA, etc.)
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Brian S

Series 63, Series 65

Niagara Falls, NY

LPL Financial

Brian Silverberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Hager Equity Group, Inc. for six years and has been associated with Cadaret, Grant & Co., Inc. for ten years. In addition to advisory services, he is an insurance sales agent for life, health, and annuities products through Cadaret Grant Agency and related entities in New York. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Lester R

Series 63, Series 65

Niagara Falls, NY

LPL Financial

Lester Robinson III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Virtue Capital Management, and Mass Mutual. Outside of his advisory work, he is involved in media as a radio, TV, and podcast host, conducts seminars and workshops, and is an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse 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 strategies.

College savings (529s, UTMA, etc.)
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George B

CFP®, Series 63

Niagara Falls, NY

LPL Financial

George Bidjov Jr. is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret Grant & Co., Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of advising, he is involved with Wealthguard of NY, LLC, focusing on property and casualty 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 of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Carl W

Series 63

Niagara Falls, NY

LPL Financial

Carl Walck Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 11 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for eight years and LINCOLN FINANCIAL ADVISORS Corporation for one year. Walck is also involved with Bespoke Planning, Inc., a business entity focused on tax and investment purposes. 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jessica S

Series 63

Niagara Falls, NY

LPL Financial

Jessica Sullivan is a financial advisor with LPL Financial, holding a Series 63 designation and 16 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Mahoney Financial Group. In addition to her advisory role, she is employed outside the investment industry at Tops Friendly Markets. 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, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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Edward W

CFP®, Series 63, Series 65

Niagara Falls, NY

LPL Financial

Edward Wright Jr. is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Cadaret Grant & Co., Inc., The Leaders Group, Inc., and Capital Investment Marketing. Wright is also the president and owner of Omega Wealth LLC, a financial planning business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Michael L

Series 63

Niagara Falls, NY

LPL Financial

Michael Lis is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for nine years and concurrently at Sunbridge Management Inc. for three years. Lis is based in Niagara Falls, NY, and holds a Series 63 designation. He is involved with Elma Land Conservancy LLC, a business entity for tax and investment purposes. 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, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management services.

College savings (529s, UTMA, etc.)
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Jean C

Series 63

Niagara Falls, NY

LPL Financial

Jean Catanese is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc. and Security Mutual. Catanese has been involved with Capital Management Group and United States Life Insurance for several decades. 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, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Michael S

Series 63

Niagara Falls, NY

LPL Financial

Michael Supernault is a financial advisor with LPL Financial in Niagara Falls, NY, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., The Prudential Insurance Company of America, and Pruco Securities, LLC. He also operated a pet-related business, The Puppy Playpen, for one year. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Joseph B

Series 63

Niagara Falls, NY

LPL Financial

Joseph Bufalino is a financial advisor at LPL Financial with 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., MML Investors Services, and MassMutual. Bufalino holds a Series 63 designation and is based in Niagara Falls, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Curtis H

ChFC®, Series 63

Niagara Falls, NY

LPL Financial

Curtis Henderson is a financial advisor with LPL Financial, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including 36 years at Cadaret, Grant & Co., Inc. He also maintains an active role in non-variable insurance related to investment activities. 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, offering a range of advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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Mark C

Series 63, Series 65

Niagara Falls, NY

LPL Financial

Mark Catanese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 41 years of industry experience. His prior roles include positions at Summit Consultants & Advisors, Cadaret, Grant & Co., Security Mutual Life, and U.S. Life Insurance Company. He is also involved with Capital Management Group, an investment-related business he has operated since 1986. 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 and supports both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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James G

Series 63

Niagara Falls, NY

LPL Financial

James Goupil is a financial advisor with LPL Financial in Niagara Falls, NY, holding a Series 63 designation and 17 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and AllState Insurance Company. He is also involved in property and casualty insurance through WealthGuard of NY LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

College savings (529s, UTMA, etc.)
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