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Mason G

Series 66

Syracuse, NY

LPL Enterprise

Mason Gasbarre is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience and has previously worked at firms including Ameriprise, Northwestern Mutual, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a primarily model-driven investment approach and offering access to third-party asset managers and insurance products.

Tax-loss harvesting
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Kevin W

Series 63, Series 66

Syracuse, NY

LPL Financial

Kevin Witmer is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Empower Federal Credit Union, CUSO Financial Services, Key Investment Services, NYlife Securities, and New York Life Insurance Company. Outside of his advisory work, he was involved with Holy Cross Church for eight years. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor tools.

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

Series 66

Syracuse, NY

Wells Fargo Clearing

Francesco Papa is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Niagara Frontier Orthopedic Supplies and Sherwin Williams. He also has a background with SUNY Oswego. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Kim E

Series 63

Jordan, NY

LPL Financial

Kim Emperato is a financial advisor with LPL Financial in Jordan, NY, holding a Series 63 designation and 16 years of industry experience. Prior to LPL, Kim worked at Lyons National Bank and H.D. Vest Advisory Services. Kim also serves as a notary. 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 asset management solutions, including model portfolios and institutional platforms, supported by extensive operational and research tools.

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

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Nicholas Gacioch is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at The 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, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services through affiliated entities.

Tax-loss harvesting
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Alizabeth E

Series 66

Syracuse, NY

Equitable Advisors

Alizabeth Erskine is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she was involved in various roles at SUNY Cortland and community organizations such as the YWCA and YMCA Cortland. Equitable Advisors serves a diverse client base including individuals, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Gregory B

Series 63, Series 65

Syracuse, NY

Ameriprise

Gregory Boshart is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian Y

Series 66

Syracuse, NY

Equitable Advisors

Brian Young is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked for 23 years. Prior to the firm’s rebranding, he was part of Axa Advisors for 17 years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers. The firm employs a client-centered approach that includes risk assessment and portfolio construction using various investment vehicles and ERISA fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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