Anthony Cerra is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Before her financial services career, she held various roles including at Fantastic Sams hair salon and Guptil's Ice Cream. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers affiliated trust and insurance services.

Lukasz Pogon is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. He has also been involved with Dr. Lee Cosmetics Corp and previously worked in various other sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily offers model-driven investment implementation and access to third-party managers, alongside affiliated insurance and trust services.

Lauren Kenny is a financial advisor with Ameriprise in Baldwinsville, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she co-owns a real estate investment LLC with her husband. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

David Vinciguerra is a financial advisor with OSAIC holding Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Securities America Advisors and Cadaret, Grant & Co., Inc. He is president of JSD & Associates, Inc. and has engaged in insurance sales and co-trustee duties for a trust account. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and supports discretionary and non-discretionary strategies across various account types.

Frederick Kessler Jr. is a ChFC® professional with 52 years of industry experience, currently with Mass Mutual Investors Services. His prior work includes roles at New England Securities and MSI Financial Services, Inc. He serves on the board of an elder care organization, Loretto, and owns a pension services firm, F P Kessler Jr & Associates TPA LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning approaches to deliver customized recommendations.

Stephanie Ruffo is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory models, including third-party programs and discretionary management options, and offers ERISA fiduciary services through credentialed representatives.

Robert Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, including 15 years with LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and investment strategies.

Matthew Vitale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and two years of industry experience. His prior positions include roles at CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory work, he has an active non-variable insurance agency business based in Camillus, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach relies on model-driven investment implementation and offers services such as financial planning, third-party asset manager access, and participation in wrap programs.

Robert Hagen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Hagen serves as a board member of the Elsa and Peter Soderberg Charitable Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual clients, plans, corporations, and institutional clients. The firm offers a range of advisory programs primarily delivered through third-party asset managers and focuses on matching clients to suitable investment models based on risk tolerance and personal information.

Michele Conte is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and bringing 47 years of industry experience. She has been co-owner of Crossbridge Financial Group of CNY, Inc. since 1998 and has worked there concurrently with her roles at Commonwealth Financial Network and LPL Financial. In addition to advisory services, she has experience in fixed insurance sales and offers tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a large network of advisors with access to model portfolios, third-party asset management, and institutional platforms.

Kevin Joy is a financial advisor at Raymond James Financial with a Series 66 designation and over 10 years of industry experience. His prior roles include positions at HPS Investment Partners and Tompkins Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Vincent Beals is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of his advisory role, he holds power of attorney for his wife, mother, and father. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers and offers a range of investment options, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Yard is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Chad Wilkinson is a financial advisor with LPL Financial holding a Series 66 designation and 28 years of industry experience. He has worked at Kestra Advisory, Commonwealth Financial Network, and P & A Group, among others. Outside of his advisory role, he is co-owner of multiple farming-related businesses including G Wilkers Milkers, LLC and Wilkholm Farm, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and research tools.

Dylan Haak is a Series 66 licensed financial advisor with LPL Enterprise, based in Syracuse, NY, with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Strategic Financial Solutions. Outside of financial services, he has experience working in the food and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on access to third-party asset managers and financial planning services.

Justin Johnson is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Orchard Registered Investment Advisors and is involved with Tyda Services Inc. outside of his advisory role. LPL Enterprise serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and brokerage services.

Michael Campagna is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and Community Bank, and he has ownership in Silent Bell, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

Brett Holberg is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Equitable Advisors, and Axa Advisors. Outside of advising, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, with additional services in financial planning, insurance, and affiliated trust custody.

Frank Torelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and CFCU Community Credit Union since 2014. Torelli also operates a wealth management business located at CFCU Community Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.