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Frank T

Series 63, Series 65

North Syracuse, NY

LPL Financial

Frank Torelli is a financial advisor with LPL Financial in North Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2014 and also works with CFCU Community Credit Union, where he is involved in wealth management services. Torelli is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Sean B

Series 66

Baldwinsville, NY

Cetera

Sean Becker is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services since 2013, with additional roles at Berkshire Hathaway Holdings LLC and Horan Financial Services. Becker serves on several community boards, including the Baldwinsville Rotary Foundation and the Baldwinsville Marching Band Booster Club, and is involved in local networking and insurance businesses. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, serving over 800,000 clients with more than $256 billion in assets under management.

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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Brett B

Series 63, Series 65

Liverpool, NY

LPL Enterprise

Brett Burbine is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Brett also operates as a financial planner within the Integrated Financial Group, a DBA affiliated with his LPL practice. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ryan Y

Series 66

Liverpool, NY

LPL Financial

Ryan York is a financial advisor with LPL Financial, holding a Series 66 license and 16 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Pinnacle Investments, LLC. Outside of his advisory role, York teaches at Syracuse University and is involved in tax preparation and accounting through York Capital, LLC. 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, employing both discretionary and non-discretionary management supported by extensive research and a variety of model portfolios.

College savings (529s, UTMA, etc.)
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Jeffrey B

Series 63, Series 66

Clay, NY

LPL Financial

Jeffrey Baldigo is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including roles at M&T Bank, CUNA Brokerage Services, and Thrivent Financial. He is based in Clay, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

Series 63

North Syracuse, NY

OSAIC

Matthew Govendo is a financial advisor with OSAIC and holds a Series 63 designation. He has 11 years of industry experience, having previously worked at Securities America Advisors and Northwestern Mutual. He is also the owner of Elite Wealth Management Group LLC, which provides advisory services to help clients select managers and portfolios aligned with their financial goals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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 Cadaret, Grant & Co., Inc., United Financial Services, and Syracuse Wealth Management. Outside of his advisory work, he is a notary and owns a business called 2 Bros Studios. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, using both discretionary and non-discretionary management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Darrick H

Series 66

Cicero, NY

LPL Enterprise

Darrick Hokanson is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in Medicare Advantage and Supplements sales through Golden Outlook / Essential Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John E

Series 63, Series 65

Syracuse, NY

Cambridge Investment Research Advisors

John Enright is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors for 14 years before joining Cambridge in 2016. Enright serves as treasurer for the Forsgate Study Group, a volunteer role, and is a member of the MDRT Ethics Committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment strategies through various custody and platform arrangements, with both proprietary and third-party managed options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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 credentials and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2011 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through both advisory and brokerage channels. The firm combines advisory programs with brokerage and insurance product sales on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Zachary A

Series 63

Liverpool, NY

LPL Enterprise

Zachary Adams is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has experience outside finance with CHEP recycled pallet solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to a wide range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jon L

CFP®, ChFC®, Series 63

Liverpool, NY

LPL Financial

Jon Law is a CFP® and ChFC® with 46 years of industry experience. He currently works at LPL Financial and previously held positions at Cadaret, Grant & Co., Inc. and Mutual of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of management approaches and access to model portfolios and research.

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

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Thomas B

Series 66

Cicero, NY

LPL Financial

Thomas Bezigian is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 16 years with IC Advisory Services, Inc and The Investment Center, Inc. Outside of his advisory role, he serves as an adjunct professor in plastics engineering. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 approaches supported by research and technology solutions.

College savings (529s, UTMA, etc.)
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Randal W

Series 63, Series 65

Liverpool, NY

LPL Financial

Randal Worden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2025 and has operated his own firm, Randal C. Worden, Inc., since 2005. He is also involved with Premier Financial Solutions, where he has served since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors to provide discretionary and non-discretionary management options.

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

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stephen W

Series 63, Series 65, Series 66

North Syracuse, NY

LPL Financial

Stephen Weston II is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses, and has five years of industry experience. Prior to joining LPL Financial in 2023, he held positions at CFCU Community Credit Union and TIAA-CREF. He is also a notary public affiliated with CFCU Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Steven H

Series 66

Liverpool, NY

LPL Financial

Steven Horyl is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including roles at M&T Securities and M&T Bank. He also provides advisory services at AmeriCU Credit Union, where he has been active since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Philip S

Series 66, Series 63

Cicero, NY

Edward Jones

Philip Stevens is a financial advisor at Edward Jones in Cicero, NY, with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of New York Mellon for fourteen years and Top Stack Staffing for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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