Maryanne Barcellona is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. She also holds the Series 63 designation and operates through ESL Investment Services, LLC. Outside of her advisory work, she maintains a notary role and manages a small online sales business on eBay. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions using model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Joseph Barcellona is a CFP® professional affiliated with LPL Financial, with 15 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2011. Outside of his advisory work, he is involved in an online sales activity based in Webster, NY. 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 financial planning and advisory services, including model portfolio programs and third-party asset management, supported by advanced advisor tools and a broad non-advisory financial platform.

Terri Rumans is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at M&T Securities and Peoples Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.