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Deven C
Series 66
Syracuse, NY
Equitable Advisors
Deven Coleman is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he was involved with 325 Productions, LLC for seven years. Equitable Advisors serves 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. The firm uses a variety of advisory models and offers both proprietary and third-party investment solutions.
Stephen W
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Stephen Wisniewski is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously worked under the Axa Advisors name through 2020. Wisniewski serves as President and a board member of The Great Mexico Chamber of Commerce in Mexico, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party managers and sponsor programs, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.
Stephen H
CFP®, ChFC®, Series 63
Syracuse, NY
LPL Enterprise
Stephen Hasso Jr. is a financial advisor with LPL Enterprise holding CFP®, ChFC®, and Series 63 designations, and has 44 years of industry experience. His prior firms include Century Hill Financial Group, Prudential Insurance Company of America, Pruco Securities LLC, Equity Services, Inc., National Life Group, and MSI Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.
Gary L
Series 63
Liverpool, NY
LPL Financial
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 Syracuse Wealth Management, Cadaret, Grant & Co., Inc., and United Financial Services. Outside of advising, he is a notary and owns a business called 2 Bros Studios. 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, supporting advice and account management through a large network of investment adviser representatives.
Garry P
ChFC®, Series 63, Series 65
Syracuse, NY
Equitable Advisors
Garry Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at LPL Financial, Community BANK, INVEST Financial Corporation, and Signator Investors. He serves on the Finance Committee and Board of Elmcrest Children Center and is a member of the Taishoff Center Advisory Council. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through Investment Adviser Representatives and third-party sponsors, focusing on personalized investment strategies and ERISA fiduciary services.
Darrick H
Series 66
Cicero, NY
LPL Enterprise
Darrick Hokanson is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Medicare Advantage and Supplement insurance sales through a business called Golden Outlook / Essential Solutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and lending services.
Erin H
Series 66
Syracuse, NY
Equitable Advisors
Erin Hannan is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked at Knit Manufacturing Solutions and American Fashion Network. She also hosts a women's networking group focused on event planning and marketing. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers model portfolios, third-party advisory programs, and fiduciary services for qualified plans.
Noah M
Series 66
Syracuse, NY
LPL Enterprise
Noah Mather is a Series 66-licensed financial advisor with LPL Enterprise, based in Syracuse, NY, and has one year of industry experience. Prior to joining LPL Enterprise, he held positions at PRUCO Securities, LLC, and has worked in a variety of roles outside the financial sector. He also works part-time as an Instacart shopper. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.
James C
Series 63, Series 65
Syracuse, NY
Equitable Advisors
James Coppola is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked with Equitable Advisors since 1999 and previously with AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver its services.
Christian T
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Christian Tague is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OSAIC and Securities America, Inc. Since 2019, he has also been involved with Song View Financial, a DBA related to his current firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers, utilizing third-party advisory programs alongside its own services.
John N
Series 66
Liverpool, NY
Ameriprise
John Naprawa is a Series 66-licensed financial advisor with Ameriprise in Liverpool, NY, and has four years of industry experience. His prior work includes roles at St. Joseph's Health, MacKenzie-Childs, and Cedarville University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Donald S
Series 63, Series 65
North Syracuse, NY
LPL Enterprise
Donald Storey III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent 15 years with Prudential Insurance Company of America, including 13 years at Pruco Securities, LLC. 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 network of investment adviser representatives. The firm emphasizes model-driven investment strategies using portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.
Michael B
Series 65, Series 63
E Syracuse, NY
Primerica Advisors
Michael Bland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2006 and is also employed at KONE Inc. since 2014. Primerica Advisors is a large institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.
James C
CFP®, Series 63, Series 66
Syracuse, NY
LPL Financial
James Currier is a CFP® professional affiliated with LPL Financial in Syracuse, NY, with 10 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co., Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. 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 large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.
Matthew H
Series 66
Syracuse, NY
LPL Enterprise
Matthew Healy is a financial advisor at LPL Enterprise with a Series 66 credential and three 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 individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.
John M
Series 63, Series 65
Syracuse, NY
Equitable Advisors
John Muckenfuss is an advisor at Equitable Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors, he held positions in various sectors including technology and nonprofit work. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.
Zachary A
Series 63
Liverpool, NY
LPL Enterprise
Zachary Adams is a financial advisor at LPL Enterprise with nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he was involved with CHEP recycled pallet solutions for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and asset management solutions.
Samuel B
Series 63, Series 65
East Syracuse, NY
Cambridge Investment Research Advisors
Samuel Bianchi is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes 15 years with IBN Financial Services, Inc. and three years at Osaic FA, Inc. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.
Demetri P
Series 66
Syracuse, NY
Equitable Advisors
Demetri Pappa is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he served four years in the United States Army. Equitable Advisors serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.
David M
CFP®, Series 63, Series 65
Syracuse, NY
LPL Enterprise
David Martin is a CFP® professional with 13 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Martin is also involved in providing financial planning services through Waypoint Partners. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to affiliated trust, insurance, and lending services.
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