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Vincent M
Series 63, Series 66
Warners, NY
LPL Enterprise
Vincent Mauro is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, and Cadaret, Grant & Co., Inc. He is based in Warners, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.
Timothy B
Series 66
Syracuse, NY
Wells Fargo Clearing
Timothy Besio is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at Besio Consulting Group Ltd, Blue Owl Capital, The Carlyle Group, and PricewaterhouseCoopers LLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources.
Alexander H
Series 66
Syracuse, NY
Equitable Advisors
Alexander Henn is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and over 24 years of industry experience. He has worked at Equitable Advisors since 2002, including its predecessor Axa Advisors. Beyond his advisory role, he serves on the boards of the Mallards Landing Home Owners Association and The Reading League in Syracuse. 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 variety of advisory models and third-party programs to tailor investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.
Samuel R
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Samuel Reilly is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including during its transition from AXA Advisors. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Nicholas D
Series 63
Syracuse, NY
LPL Financial
Nicholas Dusckas is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and possessing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1993. He also operates under the DBA Dusckas Advisory Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its extensive network of advisors, offering diversified investment strategies and institutional platforms.
John B
Series 63
Syracuse, NY
LPL Enterprise
John Benns Jr. is a financial advisor at LPL Enterprise with 17 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in non-variable insurance activities aligned with his advisory business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.
Michael C
Series 63, Series 65
Syracuse, NY
LPL Enterprise
Michael Cousineau is a financial advisor with LPL Enterprise based in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Cousineau is involved in business consulting for RV rental operations. LPL Enterprise provides 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 using portfolios developed by its Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.
Bradley H
Series 63
Syracuse, NY
LPL Enterprise
Bradley Harte is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Mass Mutual Investors Services, and Nationwide Investment Services Corporation. 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. The firm offers financial planning, access to third-party asset managers, and operates with a model-driven investment approach using portfolios developed by LPL’s Research Department and external strategists.
Joseph C
Series 63, Series 65
Liverpool, NY
LPL Financial
Joseph Correia is a financial advisor with LPL Financial based in Liverpool, NY, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Equitable Advisors. Outside of his advisory work, he is involved with United Financial Services in tax preparation and accounting, and he manages activities through Johnson Wealth Management Group LLC. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting its large network of investment adviser representatives with advanced research and operational tools.
Brent K
Series 63
East Syracuse, NY
Mass Mutual Investors Services
Brent Kessler is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his financial advisory role, he operates as an independent insurance agent specializing in dental and group disability income, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning using advanced software tools and offers a range of event-driven planning programs.
Jason M
Series 63
Liverpool, NY
LPL Financial
Jason Moody is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Mutual of Omaha, MML Investors Services Inc., and MassMutual. Moody is also involved in individual insurance sales outside of his advisory role. 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 research and operational tools.
Sean G
Series 66
Clay, NY
Ameriprise
Sean Gardner is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2007, with a brief period at Advised Assets Groups, LLC and GWFS Equities, Inc. between 2021 and 2023. 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 tailored, tax-aware withdrawal strategies and ongoing retirement income planning through a combination of proprietary research and third-party tools.
Marc F
Series 66
Liverpool, NY
Ameriprise
Marc Franco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005 in various capacities. Outside of his advisory work, he volunteers with the Skaneateles Cares Car Club, assisting in organizing events such as car cruises and shows. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Andrew C
Series 66
Syracuse, NY
Equitable Advisors
Andrew Contos is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego, Diamond Baseball Holdings, ASM Global, Nichol's Supermarkets, and in education at Liverpool High School and Liverpool Middle School. Equitable Advisors serves individuals across a broad wealth spectrum, as well as pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.
Gary C
Series 66
Cicero, NY
LPL Financial
Gary Cappon is a financial advisor with LPL Financial in Cicero, NY, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and Cadaret Grant Agency Inc. for nine years. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Joseph S
Series 65, Series 63
Syracuse, NY
Equitable Advisors
Joseph Scro is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 65 and Series 63 licenses and six years of industry experience. His career includes roles at AxA Advisors, Northwestern Mutual, and United Van Lines, among others, prior to joining Equitable Advisors in 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party program models.
Matthew F
Series 63, Series 66
Syracuse, NY
LPL Enterprise
Matthew Francis is a financial advisor with LPL Enterprise, holding Series 63 and 66 licenses and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Michael C
Series 63
Liverpool, NY
LPL Financial
Michael Cook is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and has operated MJC Financial Services since 2009. Cook also provides tax preparation and accounting services in Syracuse, NY. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Jonathan K
Series 66
East Syracuse, NY
Ameriprise
Jonathan Knight is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Knight is also the CFO of Strategic Concepts Group, LLC, the holding company for his financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with its financial advisors.
Ryan K
Series 63, Series 66
Syracuse, NY
LPL Enterprise
Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. 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. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.
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