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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 held roles at INVEST Financial Corporation and Community Bank, N.A., where he continues to serve. Drappo also holds registrations including Series 63 and Series 66. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research, model portfolios, and technology-driven strategies.

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

Series 66

Watertown, NY

LPL Financial

Andrew Walseman is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at Equitable Advisors and Community Bank, N.A., and has experience in education and small business management. Outside of his advisory work, he is also involved in sports and fitness coaching. 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, utilizing model portfolios and research from internal and third-party sources.

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

Series 66

Watertown, NY

LPL Financial

Michael Nevills is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Community Bank System, Vector Marketing, SUNY College at Oswego, Northwestern Mutual Life Insurance Company, and Afgritech LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various portfolio management technologies.

College savings (529s, UTMA, etc.)
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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 bringing 35 years of industry experience. His prior roles include seven years at Invest Financial Corporation and ongoing work with Community Bank since 1997. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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