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Ryan M

Series 63, Series 65

Rochester, NY

LPL Financial

Ryan Muchard is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Securities America Advisors and Securities America, Inc., among other firms. Outside of advising, Muchard is a Senior Mechanical Engineer with QuidelOrtho. 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 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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James M

Series 65, Series 66

Rochester, NY

LPL Financial

James Muchard is a financial advisor with LPL Financial in Rochester, NY, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has previously worked at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved with Muchard Financial, a tax preparation and accounting business, and teaches in the Rochester City School District. 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 financial planning and investment services, using a variety of strategies and technology tools to support its network of over 22,800 advisors and $819 billion in 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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