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Charles B

Series 63, Series 65

Syracuse, NY

LPL Financial

Charles Baracco is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp. and Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Joseph H

Series 66

Syracuse, NY

LPL Financial

Joseph Hatfield is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at INVEST Financial Corp. and Community Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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John K

Series 63, Series 66

Syracuse, NY

LPL Financial

John Konefal Jr. is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes roles at TD Ameritrade, Northwestern Mutual Wealth Management Company, and KeyBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Chasity J

Series 63

Syracuse, NY

LPL Financial

Chasity Jaynes is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and having 30 years of industry experience. She has worked at LPL Financial since 2018 and previously spent two years with INVEST Financial Corporation, Inc. Jaynes also provides administrative support to independent investment advisor firms, including OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Robert C

Series 63, Series 66

Syracuse, NY

LPL Financial

Robert Cunningham is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Michael C

Series 66

Syracuse, NY

LPL Financial

Michael Campagna is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors and Community Bank. Outside of his advisory role, he is the owner of Silent Bell, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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Michael K

Series 63, Series 65

Syracuse, NY

LPL Financial

Michael Kent is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and 65 designations and bringing 12 years of industry experience. He has worked with LPL Financial since 2018 and previously with INVEST Financial Corporation, Inc. He is also involved with Community Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Dominick S

Series 63

Syracuse, NY

LPL Financial

Dominick Sageer is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and 37 years of industry experience. He has worked with LPL Financial since 2004 and previously has been associated with Community BANK since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Michael T

Series 63, Series 66

Syracuse, NY

LPL Financial

Michael Tisdell is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, following two years at INVEST Financial Corp. He is also associated with Community Bank since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research and technology.

College savings (529s, UTMA, etc.)
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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.

General retirement planning Retirement income strategy Income planning Multi-generational wealth transfer Young Families
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Melanie V

Series 66, Series 63

Syracuse, NY

LPL Financial

Melanie Videto is a financial advisor with LPL Financial based in Syracuse, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Equitable Advisors LLC and held roles in various other organizations including Community Bank N.A. and Delaware North. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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