Robert Donlan is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ic Advisory Services Inc and The Investment Center, Inc. for 15 years. Donlan is involved in community activities through his volunteer work with the Rotary Club of Plattsburgh, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and resources.

Daniela Fortier is a financial advisor with LPL Financial in Plattsburgh, NY. She holds a Series 66 designation and has worked in the financial industry since 2015, including roles at Donlan Wealth Management, Shelburne Bank, and the Trust Company of Vermont. Prior to her current roles, she was employed at Bergan KDV and Western Dakota Insurers. 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 and access to third-party asset management, with a broad platform supported by advanced operational and research tools.

Jared Burns is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously with IC Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, Burns serves on the boards of two nonprofit organizations in Plattsburgh, NY, and volunteers with the local Rotary Club. 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 options, leveraging both proprietary and third-party strategies.