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James H

Series 63, Series 66

Poughkeepsie, NY

LPL Financial

James Hanson is a financial advisor with LPL Financial in Poughkeepsie, NY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Next Financial Group Inc for 11 years. Outside of his advisory role, Hanson is active as a bassist and band member in the local music community. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alberto D

CFP®, Series 63, Series 66

Poughkeepsie, NY

LPL Financial

Alberto Dominguez is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2025. His prior experience includes roles at Cadaret, Grant & Co., Inc., Morgan Stanley, and David Lerner Associates. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher C

Series 63, Series 65

Poughkeepsie, NY

LPL Financial

Christopher Cantele is a financial advisor with LPL Financial in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he works with Hudson Valley Credit Union on investment and insurance services, including Medicare Advantage and supplement plans. 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 portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial products and oversight of significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shomari L

Series 63, Series 66

Poughkeepsie, NY

LPL Financial

Shomari Linton is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at JP Morgan Chase Bank and JP Morgan Securities. 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 portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jack C

Series 63

Poughkeepsie, NY

LPL Financial

Jack Cupelli is a financial advisor with LPL Financial and holds a Series 63 designation. He has 36 years of industry experience, including over a decade at Cadaret, Grant & Co., Inc. and ongoing involvement with Cornerstone Financial since 1990. 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 network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard D

Series 63, Series 65

Poughkeepsie, NY

LPL Financial

Richard Decker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Key Investment Services LLC, Wells Fargo Clearing, OSAIC Institutions, Inc., and Prudential Equity Group, LLC. He is also involved with Wealth Management at Hudson Valley Credit Union. 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 and third-party asset management, and supports advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew G

Series 63

Poughkeepsie, NY

LPL Financial

Matthew Giorgi is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. He has been with LPL Financial since 2006, based in Poughkeepsie, NY. His other business activities include involvement with Hudson Valley Credit Union financial and insurance services. 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 portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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