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Matthew W
Series 63
Niagara Falls, NY
LPL Financial
Matthew Wright is a financial advisor with LPL Financial and holds a Series 63 designation. He has 12 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc. for seven years and Lincoln Financial Advisors for three years. Wright is based in Niagara Falls, NY. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Brian S
Series 63, Series 65
Niagara Falls, NY
LPL Financial
Brian Silverberg is a financial advisor affiliated with LPL Financial in Niagara Falls, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Legend Advisory, LLC, and Hager Equity Group, Inc. He also conducts insurance sales of life, health, and annuities in New York through Cadaret Grant Agency and related entities. 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 range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Lester R
Series 63, Series 65
Niagara Falls, NY
LPL Financial
Lester Robinson III is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Virtue Capital Management, and Mass Mutual. Outside of advisory work, he is involved in broadcasting through radio, TV, and podcasts, and he is also an author and public speaker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolios, third-party asset management, and retirement advice to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives.
George B
CFP®, Series 63
Niagara Falls, NY
LPL Financial
George Bidjov Jr. is a CFP®-credentialed financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previous experience at Cadaret Grant & Co., Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in a property and casualty business, WealthGuard of NY, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.
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 bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and LINCOLN FINANCIAL ADVISORS Corporation for one year. He is also involved with Bespoke Planning, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Jessica S
Series 63
Niagara Falls, NY
LPL Financial
Jessica Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Mahoney Financial Group. Outside of advising, she holds a part-time position at Tops Friendly Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and technology tools.
Edward W
CFP®, Series 63, Series 65
Niagara Falls, NY
LPL Financial
Edward Wright Jr. is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial. His prior roles include tenures at Cadaret Grant & Co., Inc., The Leaders Group, Inc., and HSBC Securities (USA) Inc. He is also the president and owner of Omega Wealth LLC, a financial planning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs, third-party asset management, and institutional platforms.
Michael L
Series 63
Niagara Falls, NY
LPL Financial
Michael Lis is a financial advisor with LPL Financial, holding a Series 63 designation and 14 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for nine years and at Sunbridge Management Inc. for three years. Lis is also involved with the Elma Land Conservancy LLC, a business entity focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across various account types.
Jean C
Series 63
Niagara Falls, NY
LPL Financial
Jean Catanese is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining LPL Financial in 2025, Jean worked at Cadaret, Grant & Co., Inc. for 24 years and has been involved with Capital Management Group since 1991. 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 asset management solutions delivered through a large network of investment adviser representatives.
Michael S
Series 63
Niagara Falls, NY
LPL Financial
Michael Supernault is a financial advisor with LPL Financial, 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. Outside of his advisory work, he has experience with The Puppy Playpen, a non-investment business activity. 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 services including financial planning, wrap and model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.
Joseph B
Series 63
Niagara Falls, NY
LPL Financial
Joseph Bufalino is a financial advisor with LPL Financial in Niagara Falls, NY, holding a Series 63 designation and 13 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc., MML Investors Services, and MassMutual. Bufalino is also involved with the Capital Management Group of Niagara, an entity related to his advisory business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Curtis H
ChFC®, Series 63
Niagara Falls, NY
LPL Financial
Curtis Henderson is a financial advisor with LPL Financial and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience, including a 36-year tenure at Cadaret, Grant & Co., Inc. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by a large network of advisors and various institutional platforms.
Mark C
Series 63, Series 65
Niagara Falls, NY
LPL Financial
Mark Catanese is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Summit Consultants & Advisors, LLC and Cadaret, Grant & Co., Inc. He also operates Capital Management Group, a business associated with his LPL activities. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
James G
Series 63
Niagara Falls, NY
LPL Financial
James Goupil is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for five years and has also held roles at Financial Partners of Upstate NY, Massachusetts Mutual Life Insurance Company, and AllState Insurance Company. He is involved in a property and casualty and non-variable insurance business through WealthGuard of NY LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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