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Jon L
CFP®, ChFC®, Series 63
Liverpool, NY
LPL Financial
Jon Law is a CFP® and ChFC® affiliated with LPL Financial, with 46 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and held positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Darryl F
Series 63, Series 65
East Syracuse, NY
LPL Financial
Darryl Fiasconaro is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA-CREF and Morgan Stanley Dw Inc. His career includes 19 years at TIAA-CREF before joining LPL Financial in 2026. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Brian S
Series 66
East Syracuse, NY
Edward Jones
Brian Stinson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Rapid Response Monitoring for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.
Hannah L
Series 66
East Syracuse, NY
LPL Financial
Hannah Lupole is a financial advisor with LPL Financial in East Syracuse, NY. She holds a Series 66 designation and has experience with Marathon Financial Advisors and Cadaret Grant & Co., Inc. Prior to her financial advisory roles, she worked at Dewitt Animal Hospital and Barnes & Noble. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Dominick S
Series 63
Syracuse, NY
LPL Financial
Dominick Sageer is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial since 2004 and concurrently serves Community Bank since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Mary O
CFP®, Series 63, Series 65
Syracuse, NY
LPL Enterprise
Mary O'Malley is a CFP®-certified financial advisor at LPL Enterprise with 11 years of industry experience. She has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. Mary serves as a board member of the Cazenovia Lion Club Foundation, a nonprofit organization. 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 employs a primarily model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.
Michael F
Series 66
Syracuse, NY
Equitable Advisors
Michael Fasulo Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked for 20 years since 2006. Prior to this, he was associated with Axa Advisors, LLC for 14 years. Outside of his advisory role, he is an owner of BAMFFH, LLC in Manlius, NY. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
Daniel H
Series 63, Series 65
Syracuse, NY
Wells Fargo Clearing
Daniel Hennigan is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has a 50% ownership in Viking Smart Slot, a non-investment-related business based in Manilus, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.
Tiffany H
Series 63, Series 66
Fulton, NY
Mass Mutual Investors Services
Tiffany Hoff is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with MML Investors Services LLC since 2017 and was previously with MSI Financial Services, Inc. from 2012 to 2017. Hoff has also been affiliated with Mass Mutual Life Insurance Company since 2012. MassMutual’s subsidiary, MML Investors Services, LLC, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing collaborative financial planning using advanced analytical tools and also conducts educational seminars.
Solomon M
Series 63, Series 65
Syracuse, NY
Cetera
Solomon Massey is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held multiple roles within the financial and insurance sectors, including ownership of Massey Doctors Insurance Specialists and the Solomon Massey Insurance Agency. His activities extend to fixed insurance product sales and life settlements. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform with discretionary and non-discretionary authority across various program structures.
Alexander T
Series 66
Syracuse, NY
Equitable Advisors
Alexander Thrasher is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at VC Lawn and Snow and Mirabito Energy Products, among others, with a background spanning various sectors before joining the firm. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and partnerships with third-party asset managers.
Kimberly M
Series 63, Series 66
Syracuse, NY
Ameriprise
Kimberly Miller is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.
Thomas B
Series 66
Cicero, NY
LPL Financial
Thomas Bezigian is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. for 16 years, as well as at Banc of America Investment Services, Inc. and Edward Jones. Outside of finance, he serves as an adjunct professor of Plastics Engineering and works as an industry consultant for PLC Technologies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with proprietary research, third-party models, and technology tools.
Michael S
Series 66
Syracuse, NY
Equitable Advisors
Michael Steele is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 credential and has one year of industry experience, including prior roles at Solvay Bank and various positions at Binghamton University and Christian Brothers Academy. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services, utilizing both proprietary and third-party investment programs delivered through a large network of Investment Adviser Representatives.
Michael K
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Michael Kruszona is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Arbor Commercial Mortgages. Outside of his advisory role, he is involved with Spring Collaborative Group, LLC, where he sells group life and health insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Matthew S
Series 66
Syracuse, NY
Equitable Advisors
Matthew Smith is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Uber and Turo and has experience in real estate and various business roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, without sponsoring its own wrap fee program.
Randal W
Series 63, Series 65
Liverpool, NY
LPL Financial
Randal Worden is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm, Randal C. Worden, Inc., since 2005. He also has a long-standing association with Premier Financial Solutions and previously worked at Cadaret, Grant & Co., Inc. Outside of his advisory work, Worden is involved with Premier Financial Solutions, which he operates alongside his LPL Financial activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios and institutional platforms, supported by technology-enhanced research and operational tools.
Lisa M
Series 66
Syracuse, NY
Equitable Advisors
Lisa Miller is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2009, and previously worked with Axa Advisors. Outside of her advisory role, she is involved as a Certified Divorce Financial Analyst with Integrative Mediation NY and CNY Collaborative Practice, and serves as an Executive of Estate Parent. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers access to a range of investment programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party managers without sponsoring its own wrap fee program.
Daniel H
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Daniel Harney is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993, including a long tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and related services through its extensive network of investment adviser representatives.
Tina S
Series 63
Baldwinsville, NY
Primerica Advisors
Tina Solomon is a financial advisor with Primerica Advisors in Baldwinsville, NY, holding a Series 63 designation and 16 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2009. Her business activities include selling investment-related products and providing referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodians.
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