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Luke S

Series 66

Syracuse, NY

LPL Enterprise

Luke Sciarrone is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked at several firms including The Prudential Insurance Company of America and Equitable Advisors. His background also includes roles outside the financial industry, such as work at Mayers Cider Mill and teaching positions at SUNY Brockport and Monroe Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to multiple investment programs through a platform that integrates advisory and brokerage capabilities along with affiliated insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Anna B

Series 63, Series 66

Syracuse, NY

Equitable Advisors

Anna Bristol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including its predecessor AxA Advisors, as well as CXTEC from 2015 to 2017. Outside of her advisory role, she serves on the Board of Directors for the Liverpool Turkey Trot, Inc. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Hope Z

Series 66, Series 63

Syracuse, NY

Wells Fargo Clearing

Hope Zuccaro is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and 14 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. In addition to her advisory role, she is an independent owner and distributor with Market America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Michael L

Series 63, Series 66

Syracuse, NY

Equitable Advisors

Michael Leone is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 registrations and 21 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 2005. Outside of his advisory role, he is a member of several limited liability companies involved in property management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary management solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael C

Series 63, Series 65

Liverpool, NY

LPL Financial

Michael Coomes Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Cadaret, Grant & Co., Inc. and Quest Financial Services for 22 years before joining LPL Financial. He is also involved with Quest Wealth Management in a capacity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Scott S

Series 66

Clay, NY

Edward Jones

Scott Stefanco is a financial advisor with Edward Jones in Clay, NY. He holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Military & Veterans Oil & Gas
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Tamara H

Series 63

E Syracuse, NY

Primerica Advisors

Tamara Hogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2014 and has additional experience with GTS Consulting and Integrative Medicine of CNY. Outside of advising, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models and ongoing oversight.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Corey K

Series 66

Syracuse, NY

LPL Enterprise

Corey King is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Advisors. Outside of advising, he serves as a servicing agent on outside life insurance contracts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bruce D

CFP®, Series 63

E Syracuse, NY

LPL Enterprise

Bruce Deppoliti is a CFP® with 33 years of industry experience, currently affiliated with LPL Enterprise. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He also operates TMRW Financial Group as a financial planner. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Linda K

Series 63

Syracuse, NY

LPL Enterprise

Linda Kessler is a financial advisor at LPL Enterprise with 36 years of industry experience. She holds the Series 63 designation and has previous experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael M

Series 63, Series 65

Syracuse, NY

LPL Financial

Michael Massoud is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2015 and also maintains longstanding roles at Master Planners & Associates and Massoud Financial Services. Outside of his advisory work, he is active as an agent offering life, fixed annuities, disability, and long-term care insurance. LPL Financial is a national 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 and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Kenneth M

CFP®, Series 66

Liverpool, NY

Edward Jones

Kenneth Maag is a CFP® and Series 66-licensed financial advisor with Edward Jones in Liverpool, NY, where he has worked for 11 years. Prior to joining Edward Jones in 2015, no other firms are listed. He co-owns a second home rental property in Manteo, NC, managed by an outside agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of financial advisors and branch offices. 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brenda M

Series 63, Series 66

Liverpool, NY

LPL Financial

Brenda Monk is a financial advisor with LPL Financial in Liverpool, NY, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 12 years and United Financial Services for 9 years. Outside of her advisory role, she is involved with Hollywood & Little B, a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diversified advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Ronald P

Series 63

Liverpool, NY

LPL Financial

Ronald Pratt Jr. is a financial advisor with LPL Financial and holds a Series 63 license. He has eight years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., and United Financial Services. Outside of his advisory role, he is the owner of Team Pratt Racing, a non-investment related 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 representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Chasity J

Series 63

Syracuse, NY

LPL Financial

Chasity Jaynes is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 63 designation and having 30 years of industry experience. She has worked at LPL Financial since 2018 and previously spent two years with INVEST Financial Corporation, Inc. Jaynes also provides administrative support to independent investment advisor firms, including OneGroup Wealth Partners, Inc. and Nottingham Wealth Partners. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Richard D

Series 63

E Syracuse, NY

Primerica Advisors

Richard Doyle is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 1999. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kevin R

Series 66

Syracuse, NY

Equitable Advisors

Kevin Richardson is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked in various roles including at Delta Sonic Car Wash and in educational and community recreation positions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizons.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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David W

CFP®, Series 66

Syracuse, NY

Equitable Advisors

David Walker is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew T

Series 66

Syracuse, NY

Equitable Advisors

Matthew Tarby is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked in various roles including at Carrols Corporation, Burger King, Panera Bread, and Golf Galaxy. He also attended Le Moyne College and spent several years at Bishop Grimes Jr/Sr High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and numerous third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gregory R

CFP®, Series 66

Syracuse, NY

Equitable Advisors

Gregory Ronneburger is a CFP® professional with 24 years of experience in financial advising, currently with Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Outside of advising, he serves on the Advisory Board for Le Moyne College Madden School of Business and owns MVP Performance Consulting, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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