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Andrew M

ChFC®, Series 66

Rochester, NY

LPL Financial

Andrew Miller is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® and Series 66 designations. He has two years of industry experience, including prior roles at Morgan Stanley and Equitable Advisors, LLC. Outside of advisory work, he has worked as a freelance tennis instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering 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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Miguel F

Series 63, Series 66

Rochester, NY

LPL Financial

Miguel Fernandez is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and JP Morgan. Outside of finance, he is a business owner of a food cart enterprise, TropiBites, in Orlando, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a broad range of advisory and brokerage services, including financial planning and access to 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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Jacob K

Series 63, Series 66

Rochester, NY

LPL Financial

Jacob Kocher is a financial advisor with LPL Financial based in Rochester, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ESL Federal Credit Union, as well as work outside finance with Pizza Land Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions, including third-party asset management and institutional platforms, supported by operational tools like machine learning for research and administrative functions.

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