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Schuyler D

CFP®, Series 63, Series 65

Clinton, NY

LPL Financial

Schuyler Dombroske is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2019. His prior experience includes roles at Mohawk Valley Capital Management, Cadaret, Grant & Co., Inc., Ridgeway Conger Advisory Services, and Merrill. Outside of his advisory work, he serves as president of the Salt City Dart League and contributes as a staff writer for INSIDERBASEBALL.COM. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and integrates various financial activities, including insurance and credit services, alongside its advisory platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 licenses and bringing 33 years of industry experience. His career includes roles at Cadaret, Grant & Co., Wells Fargo Clearing, A. G. Edwards & Sons, HSBC Securities, and Merrill. He also operates MJ Hennessy & Associates and Mohawk Valley Capital Management. 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 advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary research and third-party subadvisors.

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