Daniel Werner is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and CareCentrix. Outside of advising, he is the owner of BACKHARO LLC, a business based in Rochester, NY. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to model wealth portfolios, combining advisor programs with the sale of financial products including insurance.

Diane Mowry is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Outside of her advisory role, she volunteers with the American Heart Association and Zonta International’s Auburn Chapter. 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 third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Christopher Donahue is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 credential and bringing 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors. 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, offering advisory and brokerage/insurance channels and tailoring services based on client goals, risk tolerance, and time horizon.

Brett Vanantwerp is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include over 18 years at Pruco Securities, LLC and 20 years with Prudential Insurance Company of America. He is also the owner of two LLCs that provide Medicare advice and tax preparation services, respectively. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to managed portfolio programs through an integrated platform combining advisory and brokerage products.

Sean Becker is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services since 2013, with additional roles at Berkshire Hathaway Holdings LLC and Horan Financial Services. Becker serves on several community boards, including the Baldwinsville Rotary Foundation and the Baldwinsville Marching Band Booster Club, and is involved in local networking and insurance businesses. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, serving over 800,000 clients with more than $256 billion in assets under management.

Sara Kerry is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked for Cadaret, Grant & Co., Inc. for 13 years before joining LPL Financial. Outside of her advisory role, she also serves as a notary public in Manlius, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and model portfolios from both internal and third-party sources.

Tina Haney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and also has a concurrent role at SUNY Upstate Medical University since 2007. Outside of her advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Alexandra Carbone is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Ascent Wealth Partners and has experience working in educational institutions including Binghamton University and the University of Tampa. Outside of finance, she has worked in retail and fitness sectors. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Brett Burbine is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Brett also operates as a financial planner within the Integrated Financial Group, a DBA affiliated with his LPL practice. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Ryan York is a financial advisor with LPL Financial, holding a Series 66 license and 16 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Pinnacle Investments, LLC. Outside of his advisory role, York teaches at Syracuse University and is involved in tax preparation and accounting through York Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by extensive research and a variety of model portfolios.

Kamille Sorber is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including during the period when the firm operated as AxA Advisors. 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 a range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Michael Kent is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and 65 designations and bringing 12 years of industry experience. He has worked with LPL Financial since 2018 and previously with INVEST Financial Corporation, Inc. He is also involved with Community Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Ronald Gniazdowski is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and Mutual of Omaha. He is also involved with New Buffalo Group, which focuses on Medicare Advantage, supplement, and Part D insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and a range of brokerage and insurance products through an integrated platform combining advisory and sales programs.

Jeffrey Baldigo is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including roles at M&T Bank, CUNA Brokerage Services, and Thrivent Financial. He is based in Clay, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Matthew Govendo is a financial advisor with OSAIC and holds a Series 63 designation. He has 11 years of industry experience, having previously worked at Securities America Advisors and Northwestern Mutual. He is also the owner of Elite Wealth Management Group LLC, which provides advisory services to help clients select managers and portfolios aligned with their financial goals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Deborah Griffith is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 29 years. Griffith serves on the Board of Trustees for the Union Academy of Belleville, a nonprofit organization dedicated to maintaining the historical integrity of the academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

Deven Coleman is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he was involved with 325 Productions, LLC for seven years. 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, combining advisory and brokerage/insurance services to tailor solutions based on client goals and risk tolerance.

Stephen Wisniewski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Wisniewski serves as President of The Great Mexico Chamber of Commerce in Mexico, NY. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model with access to various third-party asset managers and offers both advisory and brokerage/insurance channels to implement client recommendations.

Stephen Hasso Jr. is a CFP® and ChFC® affiliated with LPL Enterprise, bringing 43 years of industry experience. His prior roles include positions at Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., and National Life Group. He maintains involvement with Century Hill Financial Group as a DBA for LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products and lending services.

Gary Lucas is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc., United Financial Services, and Syracuse Wealth Management. Outside of his advisory work, he is a notary and owns a business called 2 Bros Studios. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, using both discretionary and non-discretionary management strategies supported by internal and third-party research.