Richard Warner is a Series 66-credentialed financial advisor with 23 years of industry experience. He currently works at LPL Financial and previously spent 18 years at Cadaret, Grant & Co., Inc. Outside of advisory services, he is also involved as an insurance agent. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Abbott is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Abbott Financial and Post Resch Tallon Group, Inc., among others. Outside of his advisory work, he is employed in sales at Dick's Sporting Goods, focusing on the golf department. 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 consulting services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

David Locurcio is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Neubert Financial Services and Cadaret, Grant & Co., Inc. 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 of advisers. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering model portfolios supported by internal and third-party research.

Robert Levine is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Post Resch Tallon Group Inc. and Cadaret, Grant & Co., Inc. since 2009. 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, supported by research and model portfolios from various sources.