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Charles B
Series 63, Series 65
Syracuse, NY
LPL Financial
Charles Baracco is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at INVEST Financial Corp. and Community Bank. He is involved with OneGroup Retirement Advisors, dedicating significant time to that activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by proprietary research and technology tools.
Joseph H
Series 66
Syracuse, NY
LPL Financial
Joseph Hatfield is a Series 66-registered financial advisor with LPL Financial, based in Syracuse, NY, and has 22 years of industry experience. His prior experience includes roles at INVEST Financial Corp., Oneida Wealth Management, Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Merrill. 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 advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.
John K
Series 63, Series 66
Syracuse, NY
LPL Financial
John Konefal Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Wealth Management, TD Ameritrade, and KeyBank. Konefal is also involved with Community Bank in Syracuse, NY. 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, third-party asset management, and institutional platforms, with investment strategies that include model portfolios, discretionary and non-discretionary management, and alternative exposures.
Chasity J
Series 63
Syracuse, NY
LPL Financial
Chasity Jaynes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at LPL Financial since 2018 and has concurrent experience at Community Bank since 2016. Jaynes also provides administrative support to independent investment advisory firms OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of advisors.
Robert C
Series 63, Series 66
Syracuse, NY
LPL Financial
Robert Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, including 15 years with LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and investment strategies.
Michael C
Series 66
Syracuse, NY
LPL Financial
Michael Campagna is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and Community Bank, and he has ownership in Silent Bell, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.
Michael K
Series 63, Series 65
Syracuse, NY
LPL Financial
Michael Kent is a financial advisor at LPL Financial in Syracuse, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2018, following prior roles at INVEST Financial Corporation and Community Investment Services. 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 and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.
Dominick S
Series 63
Syracuse, NY
LPL Financial
Dominick Sageer is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial since 2004 and concurrently serves Community Bank since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Michael T
Series 63, Series 66
Syracuse, NY
LPL Financial
Michael Tisdell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked at firms including Morgan Stanley, Cadaret, Grant & Co., INVEST Financial Corp., and Oneida Wealth Management. Outside of his advisory role, he is involved in managing real estate investments through family-owned LLCs. 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, leveraging extensive resources and technology to support its network of over 22,800 advisors.
Jorge M
Series 66
Syracuse, NY
LPL Financial
Jorge Martinez is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He brings nearly 11 years of experience in the financial industry, focusing on building strong client relationships and providing personalized financial advice. Jorge works closely with clients to understand their individual and family goals, enabling informed decisions about their financial futures. His areas of expertise include managing new wealth, personal retirement planning, and retirement income strategies. Jorge holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from the State University of New York at Buffalo and remains committed to continuing education in his field. Residing in Liverpool, NY, Jorge lives with his wife Tiffany, their son Benny, and two dogs, Colby and Moose. Outside of his professional work, he enjoys cooking, listening to music, and spending time with his family.
Melanie V
Series 63, Series 66
Syracuse, NY
LPL Financial
Melanie Videto is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Community Bank N.A. She has also worked in education and hospitality sectors, including at Ithaca College and Delaware North. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.
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