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Daniel D

CFP®, Series 63, Series 66

Watertown, NY

LPL Financial

Daniel Drappo is a CFP® professional with 39 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent seven years with INVEST Financial Corporation and over three decades with Community Bank, N.A., where he is also a Regional Sales Manager for the bank's Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

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

Series 66

Watertown, NY

LPL Financial

Andrew Walseman is a financial advisor with LPL Financial in Watertown, NY. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors and has a background that includes roles in education and small business. Outside of financial advising, he is involved in sports and fitness coaching. 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.

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

Series 66

Watertown, NY

LPL Financial

Michael Nevills is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Community Bank System and Northwestern Mutual Life Insurance Company. 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. The firm offers a range of financial planning and investment management options, supported by a large network of investment adviser representatives and a variety of 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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Joseph B

Series 63, Series 65, Series 66

Watertown, NY

LPL Financial

Joseph Butler Jr. is a financial advisor with LPL Financial in Watertown, NY, holding Series 63, 65, and 66 licenses and having 36 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation and over two decades at Community Bank. 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 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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