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387 advisors near
14303
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Out of 400,000+ nationwide
Christopher S
Series 63
Amherst, NY
Mass Mutual Investors Services
Christopher Spadafora is a financial advisor at MassMutual Investors Services with 22 years of industry experience. He holds a Series 63 designation and has been with MassMutual and its subsidiaries since 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using a collaborative, goal-focused approach without investment discretion in planning engagements.
Andrew C
Series 66, Series 63
Amherst, NY
Mass Mutual Investors Services
Andrew Christensen is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and 18 years of industry experience. His career includes two separate periods at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as five years at Hornor, Townsend & Kent LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing collaborative financial planning using firm-approved software and event-driven planning services, including a recent Divorce Planning offering.
Sean M
Series 66
Kenmore, NY
LPL Financial
Sean Mac Donald is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, M&T Bank, and held various roles outside the financial sector, including work at Cowan Weber Construction and Target Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive financial service offerings.
Thomas H
Series 63
Amherst, NY
Primerica Advisors
Thomas Huebsch Jr. is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services and PFS Investments Inc. since 2006 and 2007, respectively. Outside of finance, he is involved with the Major Arena Soccer League since 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm utilizes third-party asset managers and implements models via BNY Mellon Advisors, focusing on percentage-based fees and ongoing oversight.
Anthony P
Series 66
Buffalo, NY
Raymond James Financial
Anthony Pandolfi is a financial advisor with Raymond James Financial in Buffalo, NY, holding a Series 66 designation and 22 years of industry experience. His career includes 13 years at UBS Financial Services Inc. Prior to his current role, he was affiliated with Crux Wealth Advisors LLC. Outside of advising, he owns Grand Cru Consulting, a wine and spirits consulting business serving restaurants. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm uses analytical tools tailored to client goals and offers advisory programs alongside institutional consulting and portfolio management.
Tyler D
CFP®, Series 63
Amherst, NY
Mass Mutual Investors Services
Tyler Diebold is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His work history includes roles at Northwestern Mutual Wealth Management Company and Primacy Financial. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual planning relationships using firm-approved analytical tools, recommending investment strategies without discretionary authority.
Craig M
Series 63
North Tonawanda, NY
Mass Mutual Investors Services
Craig Mellenthine is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc., New England Securities, and New England Financial. In addition to his advisory work, he owns and operates a tax preparation business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.
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Finding advisors...
387 advisors near
14303
within the area shown on the map
Out of 400,000+ nationwide