Alfred Merchant is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 20 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved as an owner in a maritime business and participates in a boat racing LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by advanced research tools and a broad network of over 22,800 advisors.

Thomas Repass is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc, and National Planning Corporation. Outside of advisory work, he operates Thomas W Repass PLLC, offering mortgage, real estate, and non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and diverse investment options.

Frank Brown is a financial advisor with LPL Financial in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience with prior roles at Cadaret, Grant & Co., Woodbury Financial Services, National Planning Corporation, and Paragon Financial Group, where he also has an ongoing business involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional solutions supported by technology and a broad platform of complementary financial services.