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Schuyler D

CFP®, Series 63, Series 65

Clinton, NY

LPL Financial

Schuyler Dombroske is a CFP® professional with 30 years of experience in the financial services industry. He is currently with LPL Financial and also operates Mohawk Valley Capital Management, where he has been involved since 2010. Prior to joining LPL Financial in 2019, he worked at Cadaret, Grant & Co., Inc. for nine years. Outside of his advisory work, he serves as the president of the Salt City Dart League and is a staff writer for INSIDERBASEBALL.COM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

Series 63, Series 65

Clinton, NY

LPL Financial

Michael Hennessy is a financial advisor with LPL Financial in Clinton, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously with Cadaret, Grant & Co., Inc. from 2012 to 2019. Hennessy operates MJ Hennessy & Associates and Mohawk Valley Capital Management as DBAs for his LPL business. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a focus on discretionary and non-discretionary management supported by research, model portfolios, and diverse investment strategies.

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

Series 66

Yorkville, NY

Edward Jones

Allen Belmont is a financial advisor at Edward Jones in Yorkville, NY, holding a Series 66 credential with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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