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Justin H
Series 66
Liverpool, NY
Edward Jones
Justin Henty is a Series 66-registered financial advisor with Edward Jones in Liverpool, NY, bringing three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Milton Cat and has a background in the automotive sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.
David J
CFP®, Series 66
East Syracuse, NY
Edward Jones
David Jones is a CFP® professional affiliated with Edward Jones in East Syracuse, NY, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
David H
CFP®, Series 63, Series 65
Baldwinsville, NY
LPL Financial
David Huhtala is a CFP®-certified financial advisor with 16 years of experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at M&T Securities, Sagepoint Financial, and Prudential Insurance Company of America. He serves as a co-trustee for a family trust. 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 institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various portfolio strategies and advisor-support tools.
Roger H
Series 63, Series 65
Syracuse, NY
Ameriprise
Roger Hare is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience and has previously worked at LPL Financial, American Portfolios Financial Services, Westminster Financial Advisory Corp, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Ronald H
Series 63
North Syracuse, NY
LPL Financial
Ronald Hongo is a financial advisor at LPL Financial with 20 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as extensive experience operating his own CPA and tax preparation firm since 1968. 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 and model portfolio programs, supported by a large network of investment adviser representatives and a variety of platform and support tools.
Owen V
Series 66
Syracuse, NY
Merrill
Owen Vetro is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His background includes a variety of roles outside finance, such as working at CNY Roof Cleaners, City Winery, and Hudson Valley Pizza LLC, as well as attending Le Moyne College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.
Christopher F
Series 63, Series 65
East Syracuse, NY
LPL Financial
Christopher Farrell is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has worked at Cadaretgrant and Integrated Planning Services, the latter of which he continues to be associated with alongside his current role at LPL. Outside of his advisory duties, he is involved with a family-related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors utilizing diverse strategies and technology-supported research tools.
Michael T
Series 63, Series 66
Syracuse, NY
LPL Financial
Michael Tisdell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked at firms including Morgan Stanley, Cadaret, Grant & Co., INVEST Financial Corp., and Oneida Wealth Management. Outside of his advisory role, he is involved in managing real estate investments through family-owned LLCs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging extensive resources and technology to support its network of over 22,800 advisors.
Mark S
Series 63, Series 66
East Syracuse, NY
LPL Financial
Mark Saya is a financial advisor with LPL Financial in East Syracuse, NY, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Briarwood Wealth Management, Key Investment Services LLC, and KeyBanc Capital Markets Inc. In addition to his advisory work, he serves as a tax preparer at Meridian Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.
William D
Series 63, Series 66
East Syracuse, NY
LPL Financial
William Decker is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cadaret, Grant & Co. Inc. and Briarwood Wealth Management. Outside of his advisory role, he serves as a non-variable insurance agent at Meridian Wealth 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, model portfolio programs, third-party asset management, and institutional platforms.
Peter G
Series 63, Series 65
Warners, NY
LPL Financial
Peter George is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for M&T Securities, Inc. for 10 years before joining LPL Financial in 2021. 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, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive technology and research resources.
Eric S
CFP®, ChFC®, Series 63
Baldwinsville, NY
LPL Financial
Eric Strickland is a CFP® and ChFC® with 32 years of experience in the financial industry. He currently works at LPL Financial and has operated Strickland Wealth Management LLC since 2013. Prior to his current roles, he spent over two decades at Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers using model portfolios, third-party subadvisors, and customized strategies.
Jorge M
Series 66
Syracuse, NY
LPL Financial
Jorge Martinez is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He brings nearly 11 years of experience in the financial industry, focusing on building strong client relationships and providing personalized financial advice. Jorge works closely with clients to understand their individual and family goals, enabling informed decisions about their financial futures. His areas of expertise include managing new wealth, personal retirement planning, and retirement income strategies. Jorge holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from the State University of New York at Buffalo and remains committed to continuing education in his field. Residing in Liverpool, NY, Jorge lives with his wife Tiffany, their son Benny, and two dogs, Colby and Moose. Outside of his professional work, he enjoys cooking, listening to music, and spending time with his family.
Gary S
Series 63
Syracuse, NY
LPL Financial
Gary Stam is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 2004 and holds a Series 63 designation. Stam serves as a for-profit board member of Madison Mutual Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 solutions, utilizing both proprietary research and third-party strategies across various account types.
Bethany N
Series 66
Constantia, NY
LPL Financial
Bethany Nassimos is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. Her prior experience includes positions at Cadaret, Grant & Co., Inc., The Investment Center Inc., IC Advisory Services Inc., and BNY Mellon. Outside of work, she volunteers as a Girl Scout troop leader with the Girl Scout of NYPENN. 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 asset management programs, supported by both proprietary and third-party strategies, and is notable for its scale and diverse financial services platform.
Katherine S
Series 63, Series 65
E Syracuse, NY
Primerica Advisors
Katherine Schmid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her work background includes roles at Primerica Financial Services, On Point For College, and Erie Materials. Outside of finance, she owns The Soulful Abode, a craft business through which she creates and sells handmade items at craft events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while providing custody and trade execution through Pershing and Primerica Brokerage Services.
Andrew M
Series 63, Series 66
Liverpool, NY
LPL Financial
Andrew Mangano is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Community Bank since 2013 and INVEST Financial Corporation from 2013 to 2018. Outside of his advisory work, he serves as a general agent for a non-variable insurance business. 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 financial planning and investment management services, utilizing various portfolio strategies and advisor-facing tools, while maintaining a broad platform that includes affiliated insurance and banking services.
Melanie V
Series 63, Series 66
Syracuse, NY
LPL Financial
Melanie Videto is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Community Bank N.A. She has also worked in education and hospitality sectors, including at Ithaca College and Delaware North. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.
Neil P
Series 66
Baldwinsville, NY
Cetera
Neil Pecka is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc., and currently manages operations at Horan Wealth Management. Outside of finance, he serves as a soccer referee for the United States Soccer Federation. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment approaches and account structures.
Jamie J
Series 66
Baldwinsville, NY
Edward Jones
Jamie Johnson is a financial advisor with Edward Jones in Baldwinsville, NY, holding a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2023, Jamie worked at Seint Beauty as an artist and sales consultant and was employed at Best Buy Mobile. Outside of advising, Jamie has been involved in beauty sales through Seint, mainly for personal product discounts. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
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