Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael D
CFP®, Series 63
Syracuse, NY
LPL Financial
Michael Day is a CFP® with 35 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2021, following a 23-year tenure at M&T Securities, Inc. He is based in Syracuse, NY. Outside of advisory work, he has been employed by Wilmington Trust, N.A., focusing primarily on banking-related functions. 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 large network of investment adviser representatives.
Kenneth W
ChFC®, Series 63, Series 66
Syracuse, NY
LPL Financial
Kenneth Williams is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at M&T Bank since 2008 and M&T Securities from 2008 to 2021, as well as a brief tenure at HSBC Securities (USA) Inc. in 2008. Outside of advisory services, he serves as a notary and performs financial institution duties with Wilmington Trust. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.
Natasha W
CFP®, ChFC®, Series 66
Syracuse, NY
LPL Financial
Natasha Wilbur is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and the Series 66 license. She has 23 years of industry experience, including 17 years at M&T Securities, Inc. before joining LPL Financial in 2021. 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 solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.
Taryn F
Series 66
Syracuse, NY
LPL Financial
Taryn Farrington is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Her career includes roles at Morgan Stanley and M&T Bank, where she is also employed in banking-related functions. 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, and institutional platforms, supported by a large network of advisors and integrated financial services.
Gary C
Series 63, Series 65
Syracuse, NY
LPL Financial
Gary Casab is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include work at D'arcangelo Financial Group, Paradigm Consulting, and Royal Alliance Associates. Casab is also involved in Community Bank and The Carta Group in capacities related to financial 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 with an emphasis on customizable investment strategies, supported by extensive operational tools and a broad platform of financial products.
Jeremy C
Series 63, Series 65
Syracuse, NY
LPL Financial
Jeremy Caza is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Community Bank, NA, and INVEST Financial Corporation. He is also licensed as a non-variable insurance agent, specializing in disability insurance. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters