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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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Michelle K

Series 66

Baldwinsville, NY

LPL Financial

Michelle Kendall is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her background includes nearly two decades at Cadaret, Grant & Co., Inc., followed by roles at Grove Point Investments and LPL Financial. 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, and institutional platforms, supported by extensive resources and a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brett B

Series 63, Series 65

Liverpool, NY

LPL Enterprise

Brett Burbine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he works as a financial planner within Integrated Financial Group. 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 utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, while also engaging in affiliated trust and insurance services.

Tax-loss harvesting
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Ryan Y

Series 66

Liverpool, NY

LPL Financial

Ryan York is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Cadaret, Grant & Co., Inc., Pinnacle Investments, LLC, and Morgan Stanley. Outside of his advisory work, York teaches at Syracuse University and manages a tax preparation and accounting firm, York Capital, LLC. 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 financial planning and a range of investment programs through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey B

Series 63, Series 66

Clay, NY

LPL Financial

Jeffrey Baldigo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with firms including M&T Bank, CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew G

Series 63

North Syracuse, NY

OSAIC

Matthew Govendo is a financial advisor with OSAIC, holding a Series 63 designation and 12 years of industry experience. He previously worked at Securities America Advisors and Northwestern Mutual, spanning roles from 2014 to 2024. He is also owner and advisor at Elite Wealth Management Group LLC, an advisory business focused on helping clients select appropriate managers and portfolios, and engages in life, disability, and health insurance sales. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services utilizing asset-allocation tools and third-party platforms to manage investment portfolios on both discretionary and non-discretionary bases.

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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Christopher M

Series 66

Liverpool, NY

LPL Financial

Christopher Morgan is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Osher Tax and Wealth, and Cadaret Grant & Co., Inc. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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 Syracuse Wealth Management, Cadaret, Grant & Co., Inc., and United Financial Services. Outside of advising, he is a notary and owns a business called 2 Bros Studios. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Darrick H

Series 66

Cicero, NY

LPL Enterprise

Darrick Hokanson is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Medicare Advantage and Supplement insurance sales through a business called Golden Outlook / Essential Solutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and lending services.

Tax-loss harvesting
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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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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 licenses and possessing 15 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent 15 years with Prudential Insurance Company of America, including 13 years at Pruco Securities, LLC. 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 emphasizes model-driven investment strategies using portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Zachary A

Series 63

Liverpool, NY

LPL Enterprise

Zachary Adams is a financial advisor at LPL Enterprise with nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he was involved with CHEP recycled pallet solutions for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and asset management solutions.

Tax-loss harvesting
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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 based in North Syracuse, NY. He holds Series 63, Series 65, and Series 66 licenses and has five years of industry experience. Prior to joining LPL Financial, he worked at CFCU Community Credit Union and TIAA-CREF. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven H

Series 66

Liverpool, NY

LPL Financial

Steven Horyl is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at AmeriCU Credit Union, CUNA Brokerage Services, M&T Securities, M&T Bank, and RBC Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Philip S

Series 63, Series 66

Cicero, NY

Edward Jones

Philip Stevens is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of New York Mellon for 14 years before joining Edward Jones in 2022. He also spent two years at Top Stack Staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

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