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Rylee G

Series 66

Syracuse, NY

Equitable Advisors

Rylee Ganter is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation. Ganter has less than one year of industry experience and has previously worked in healthcare and education sectors, including roles at Excellus Blue Cross Blue Shield and Samaritan Medical Center. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver its solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew P

Series 63, Series 65

Syracuse, NY

Equitable Advisors

Matthew Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at Pacer Financial, Inc. and LPL Financial. Outside of finance, he serves as president of the board for the National Chamber Orchestra and is involved in public speaking and vocal coaching. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model utilizing both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Katherine S

Series 63, Series 65

E Syracuse, NY

Primerica Advisors

Katherine Schmid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her work background includes roles at Primerica Financial Services, On Point For College, and Erie Materials. Outside of finance, she owns The Soulful Abode, a craft business through which she creates and sells handmade items at craft events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while providing custody and trade execution through Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Andrew M

Series 63, Series 66

Liverpool, NY

LPL Financial

Andrew Mangano is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corporation and Community BANK. Mangano is also a general agent for non-variable insurance products through Community Investment Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Melanie V

Series 66, Series 63

Syracuse, NY

LPL Financial

Melanie Videto is a financial advisor with LPL Financial based in Syracuse, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Equitable Advisors LLC and held roles in various other organizations including Community Bank N.A. and Delaware North. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Neil P

Series 66

Baldwinsville, NY

Cetera

Neil Pecka is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc., and currently manages operations at Horan Wealth Management. Outside of finance, he serves as a soccer referee for the United States Soccer Federation. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment approaches and account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mason G

Series 66

Syracuse, NY

LPL Enterprise

Mason Gasbarre is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Ameriprise, and Northwestern Mutual. Gasbarre has also been involved in non-investment activities such as work with Victor Hills Golf Club and the YMCA of Greater Rochester. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products using an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jamie J

Series 66

Baldwinsville, NY

Edward Jones

Jamie Johnson is a financial advisor with Edward Jones in Baldwinsville, NY, holding a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2023, Jamie worked at Seint Beauty as an artist and sales consultant and was employed at Best Buy Mobile. Outside of advising, Jamie has been involved in beauty sales through Seint, mainly for personal product discounts. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Paul S

Series 63

Liverpool, NY

LPL Financial

Paul Spero is a financial advisor with LPL Financial based in Liverpool, NY, holding a Series 63 designation and nearly four decades of industry experience. Prior to joining LPL Financial in 2025, he worked for Cadaret, Grant & Co., Inc. for 36 years and has been involved with United Financial Services since 1985. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

College savings (529s, UTMA, etc.)
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Luke F

Series 66

Liverpool, NY

LPL Financial

Luke Ferree is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Cadaret Grant & Co., Inc and Solvay Bank, as well as earlier positions in the hospitality sector. Outside of advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Michael F

CFP®, Series 66

Baldwinsville, NY

Raymond James & Associates

Michael Fitzgerald is a CFP® credentialed financial advisor with Raymond James & Associates who has 11 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2024 before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning 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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Daniel D

CFP®, ChFC®, Series 63, Series 66

Liverpool, NY

LPL Financial

Daniel D'andreano is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. His prior roles include positions at Cadaret Grant & Co., Inc. and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kim E

Series 63

Jordan, NY

LPL Financial

Kim Emperato is a financial advisor with LPL Financial based in Jordan, NY, holding a Series 63 designation and 16 years of industry experience. Prior to joining LPL Financial in 2018, Kim worked at H.D. Vest Advisory Services and H.D. Vest Investment Services, as well as Daniel R. Cuddy, CPA. Outside of advisory work, Kim is a notary, a role held since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Nicholas G

Series 65, Series 63

Syracuse, NY

LPL Enterprise

Nicholas Gacioch is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside access to model portfolios and third-party asset management programs. The firm integrates adviser programs with financial products such as insurance and offers discretionary and non-discretionary financial planning through a comprehensive platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 designation and beginning her advisory career in 2026. Her work history includes roles at nonprofit organizations such as the YWCA and YMCA Cortland, as well as involvement with SUNY Cortland's alumni engagement and recreation departments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and participates in LPL-sponsored programs and third-party asset management platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gregory B

Series 63, Series 65

Syracuse, NY

LPL Financial

Gregory Boshart is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera Investment Services and Seneca Federal Savings & Loan Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal and third-party research and technology solutions.

College savings (529s, UTMA, etc.)
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Brian Y

Series 66

Syracuse, NY

Equitable Advisors

Brian Young is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party money managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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