Jeffrey Sharman is a CFP® credentialed financial advisor with 34 years of industry experience. He is currently with LPL Financial and has held prior roles at Raymond James Financial Services and Chase Investment Services Corp. He also operates Sharman Advisory Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Matthew Valle is a financial advisor with LPL Financial based in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at KeyBank, Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, Prudential Insurance, and Mutual of Omaha. 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, with advisory services delivered through a large network of investment adviser representatives.

Andrew Kuter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at FSC Securities Corp, Mutual of Omaha Investor Services, Inc., and operated as an independent insurance contractor. Outside of his advisory role, Kuter is involved in several investment-related business activities including tax preparation and accounting services, serving as vice president and secretary of Taxwise Plus, Inc., and owner of Pittsford Tax Partners. 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, and institutional platforms, supported by a broad network of investment adviser representatives.

Richard Bucenec is a financial advisor with LPL Financial in Pittsford, NY, holding Series 65 and Series 63 licenses and possessing 25 years of industry experience. He previously worked at Raymond James and Associates for nine years before joining LPL Financial. Bucenec is also involved with RJB Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through its large network of investment adviser representatives.